Perpetual Income And Gro... Share Discussion Threads

[marksp2011] 15/10/2013 16:48

There are a few

CTY
FGT finsbury growth - my favourite

You can make something neatly balanced between growth and income, big/small and geographies

US coverage is quite thin - BRNA and JAM

Lots of good Europeans and asians

I would very strongly recommend subscribing to Morningstar they have some excellent portfolio X ray tools. It is £150 ish a year but worth its weight 10 times over

[plasybryn] 14/10/2013 14:30

I also like EAT (European Assets Trust) with 6% yield, Small Companies Dividend Trust (SDV) with 4.5% yield,
Acorn Income Fund (AIF) with a 3.9% yield and British & American Investment Trust (BAF) with a 9.44% yield.

Also EWI - 3.7% yield & MRCH - 2.64% yield
Shires Income (SHRS) with a yield of 5.2% has not performed so well recently & I have sold. for now.

[beardmore] 14/10/2013 12:41

Yes P. I'm very pleased with both: virtually the whole of my portfolio is in Investment Trusts and I particularly like Subscription Shares/Warrants to Acquire - the warrants for PLI worked well for me although I cashed them in too early.
Presently I'm holding warrants in both Polar Capital Healthcare and Polar Capital Financial. PCGS is in profit and I'm confident PCFS will be next year. I just like the gearing effect.

[plasybryn] 14/10/2013 10:14

Still recognised as a core holding for those looking for growth & income (yield c. 3.2%)
Goes ex div. on 5th Dec. payable 28th Dec I believe.

Lowland (LWI) is perhaps even better.

[washbrook] 21/3/2010 07:56

Being an holder of this stock.
The announcement below(also the dividend was brought forward before the start of the new tax year.)
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The Board of Perpetual Income & Growth Investment Trust plc (the "Company")
announces today that it is considering an equity capital raising through an
issue of a new class of share capital, namely, B shares.

The Board believes that the Company constitutes a highly attractive investment
opportunity with a strong long-term performance track record within the UK
Growth and Income sector, and that the introduction of B Shares will provide an
innovative and advantageous method of investing, or increasing one's
investment, in a portfolio benefiting from the managerial expertise of Mark
Barnett.

The new B Shares will enjoy identical rights to the existing ordinary shares
save for entitlements to dividends; instead, when dividends are paid to
ordinary shareholders, an equivalent amount will be paid to B shareholders in
the form of a capital distribution. These capital distributions will be taxed
in accordance with rules relating to the taxation of chargeable gains, rather
than income. The availability of two share classes with these differing tax
treatments will enable shareholders to structure their investment in the
Company in a tax efficient manner.

Any issue of new shares will only be carried out on terms that would not be
dilutive to existing shareholders.

Collins Stewart Europe Limited has been appointed as sponsor and sole broker in
respect of the proposal.

A further announcement regarding the B Share Issue will be made in due course.

Bill Alexander, Chairman, said:

"The Board believes that an issue of B Shares would be beneficial to existing
shareholders. It would also provide purchasers with a new means of accessing
the Company's proven investment management expertise, allowing investors and
their advisers to optimise their tax planning."