Abrdn Equity Income Share Discussion Threads

[rcturner2] 03/2/2023 07:20

Detailed broker research into AEI here:

hxxps://www.trustintelligence.co.uk/investor/articles/fund-research-investor-abrdn-equity-income-retail-feb-2023#summary

[panshanger1] 05/12/2022 13:26

Discount almost disappeared

[panshanger1] 05/12/2022 13:24

This has had an excellent run ever since I put it on my watch list !!

[edward3] 01/12/2022 15:26

Excellent dividend ..

[jfinvestments] 30/8/2022 15:41

I actually quite like the portfolio here. Oil, mining and financials (though I haven't seen the most up to date top ten). But it's performance has been terrible over the last 1, 3, 5 years. 7 years +0.4 % . What is the story here? Has anyone been invested that long? I fully understand the high dividend is attractive and something we are all probably looking for with this being a dividend hero. But that's some poor performance.

[gilesy] 30/8/2022 07:40

good yield , big discount, good portfolio , bought in today

[mrmuggins] 15/7/2022 19:32

TT.. Yes disappointing, but AEI is stuffed full of oilers and miners,some of which have dropped 15+ percent in the past month.Adding to the underperformance, the discount to NAV has widened from about 3 percent to about 9.5 percent over the past month. Good divi though.

[thamestrader] 15/7/2022 13:47

I own this and several similar trusts, but this one is seriously under-performing the others all of a sudden.

[fordtin] 13/4/2022 15:14

"An update from our investment manager, Thomas Moore - 22 March 2022

Our ‘Focus-on-Change’ investment process seeks to identify stocks that are set to benefit from unrecognised positive change in their fundamentals. Markets can be irrational, losing sight of company fundamentals, especially during periods of macro disruption. This can create an abundance of opportunities which can play out in the long sweeps of more stable market conditions in the wake of this macro turmoil. We construct the portfolio using a high conviction, index-agnostic approach. This means that we ignore index weightings and invest in our best ideas where we see the greatest total return. We see a benefit to shareholders over time from investing in small and mid-cap stocks where inefficiencies are most prevalent, given the lack of research analysts covering these stocks. The current period of higher inflation is transforming the backdrop against which we are investing. With commodity prices and bond yields rising, it is becoming clearer that new stocks and sectors are taking over market leadership. In order to be capable of pivoting successfully in these changing market conditions, it is essential to follow a process that is dynamic – constantly focusing on change in company fundamentals and investing right across the UK equity market."

hTTps://www.abrdnequityincome.com/en/about-us