MIGO Opportunities Trust (LSE:MIGO) Shareholder Yield % : 6.99% (As of Apr. 2026) — 225% Above Median

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LSE:MIGO MIGO Opportunities Trust PLC LSE:MIGO
38 GF Score
Price £4.08
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What is MIGO Opportunities Trust Shareholder Yield %?

MIGO Opportunities Trust LSE:MIGO -0.12% 38 Shareholder Yield % is 6.99% as of Apr. 2026, which is 225% above its 10-year median of 2.15. GuruFocus rates LSE:MIGO with a GF Score™ of 38/100. The stock has 3 warning signs investors should review. Among 1,489 Asset Management companies, MIGO Opportunities Trust ranks better than 64.61% on this metric.

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return. As of today, MIGO Opportunities Trust's Shareholder Yield % was 6.99%.


MIGO Opportunities Trust  (LSE:MIGO) Shareholder Yield % Explanation

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.

Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.


MIGO Opportunities Trust Shareholder Yield % Related Terms


MIGO Opportunities Trust Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for MIGO Opportunities Trust's Shareholder Yield % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

MIGO Opportunities Trust Shareholder Yield % Chart

MIGO Opportunities Trust Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.75 7.94 8.24 10.81 0.00

MIGO Opportunities Trust Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 8.24 12.09 10.81 7.10 0.00

LSE:MIGO vs BLK, BX, KKR: Shareholder Yield % Comparison

For the Asset Management subindustry, MIGO Opportunities Trust's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % 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.


MIGO Opportunities Trust Shareholder Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, MIGO Opportunities Trust's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where MIGO Opportunities Trust's Shareholder Yield % falls into.


LSE:MIGO
38GF Score
MIGO Opportunities Trust PLC LSE:MIGO
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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MIGO Opportunities Trust Shareholder Yield % Calculation

MIGO Opportunities Trust's Shareholder Yield % for the quarter that ended in Apr. 2026 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=0.00 %+0 %+0 %
=0 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 6.99% mean?
MIGO Opportunities Trust (LSE:MIGO) has a Shareholder Yield % of 6.99% as of Apr. 2026. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on MIGO Opportunities Trust and its competitors. This is 225% above median its historical median of 2.15. According to the industry distribution chart, MIGO Opportunities Trust ranks #527 out of 1489 companies in the Asset Management industry, placing it in the top 35.4%.
Is MIGO Opportunities Trust's Shareholder Yield % too high?
MIGO Opportunities Trust's current Shareholder Yield % of 6.99% is 225% above median its 10-year median of 2.15. The Asset Management industry median Shareholder Yield % is 4.05. MIGO Opportunities Trust's value of 6.99% is 72.6% above this industry median. Based on the distribution chart, MIGO Opportunities Trust ranks #527 out of 1489 companies in the Asset Management industry, which is above the industry midpoint. Overall, MIGO Opportunities Trust has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does MIGO Opportunities Trust's Shareholder Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, MIGO Opportunities Trust ranks #527 out of 1489 companies for Shareholder Yield %. This puts MIGO Opportunities Trust in the upper half of its industry. The industry median Shareholder Yield % is 4.05. MIGO Opportunities Trust's value of 6.99% is 72.6% above this benchmark. While the company's 10-year median is 2.15 vs. the industry median of 4.05, MIGO Opportunities Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for an Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.05, based on 1,489 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MIGO Opportunities Trust's current Shareholder Yield % of 6.99% is 72.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on MIGO Opportunities Trust and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MIGO Opportunities Trust's current Shareholder Yield % is 6.99%, which is 225% above median its own 10-year median of 2.15. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MIGO Opportunities Trust stock overvalued right now?
MIGO Opportunities Trust (LSE:MIGO) has a current Shareholder Yield % of 6.99%. The current Shareholder Yield % is 6.99%, which is 225% above median its 10-year median of 2.15 and 72.6% above the Asset Management industry median of 4.05. MIGO Opportunities Trust's overall GF Score™ is 38/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For MIGO Opportunities Trust (LSE:MIGO), the current Shareholder Yield % is 6.99% as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

MIGO Opportunities Trust Business Description

Address 25 Southampton Buildings, London, GBR, WC2A 1AL
MIGO Opportunities Trust PLC operates as an investment management company. Its principal activity is to carry on business as an investment trust. The objective of the company is to outperform Sterling three month SONIA plus 2% over the longer term, principally through exploiting inefficiencies in the pricing of closed-end funds. It has a presence in the UK, Asia Pacific, Europe, India, North America, Japan, Africa, and Other Countries. The company also invests in any class of security issued by investment funds including, without limitation, equity, debt, warrants, or other convertible securities.
38GF Score

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