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Witan Investment Trust (LSE:WTAN) 5-Year Yield-on-Cost % : 2.96 (As of May. 25, 2024)


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What is Witan Investment Trust 5-Year Yield-on-Cost %?

Witan Investment Trust's yield on cost for the quarter that ended in Dec. 2023 was 2.96.


The historical rank and industry rank for Witan Investment Trust's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:WTAN' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.13   Med: 2.82   Max: 4.43
Current: 2.96


During the past 13 years, Witan Investment Trust's highest Yield on Cost was 4.43. The lowest was 2.13. And the median was 2.82.


LSE:WTAN's 5-Year Yield-on-Cost % is ranked worse than
77.4% of 1217 companies
in the Asset Management industry
Industry Median: 5.89 vs LSE:WTAN: 2.96

Competitive Comparison of Witan Investment Trust's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Witan Investment Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Witan Investment Trust's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Witan Investment Trust's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Witan Investment Trust's 5-Year Yield-on-Cost % falls into.



Witan Investment Trust 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Witan Investment Trust is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

Witan Investment Trust  (LSE:WTAN) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Witan Investment Trust 5-Year Yield-on-Cost % Related Terms

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Witan Investment Trust (LSE:WTAN) Business Description

Traded in Other Exchanges
Address
14 Queen Anne's Gate, London, GBR, SW1H 9AA
Witan Investment Trust PLC is a United Kingdom-based closed-end investment trust. The company's objective is to achieve long-term growth in income and capital through active multi-manager investment in global equities. Its operating segments include Investment Trust and Management services. The company derives the maximum revenue from the Investment Trust segment. Geographically, investment of the trust can be seen across the region of United Kingdom, North America, Continental Europe, Japan, Asia-Pacific, Latin America, and others of which majority of revenue is derived from United Kingdom region.

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