Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
CT UK Capital &ome Investment TrustLSE:CTUK +0.28%39 5-Year Yield-on-Cost % is 4.11 as of Aug. 08, 2026, which is 0% above its 10-year median of 4.10. GuruFocus rates LSE:CTUK with a GF Score™ of 39/100. The stock has 6 warning signs investors should review. Among 1,110 Asset Management companies, CT UK Capital &ome Investment Trust ranks worse than 69.91% on this metric.
The historical rank and industry rank for CT UK Capital &ome Investment Trust's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:CTUK'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.44 Med: 4.1 Max: 6.4
Current: 4.11
During the past 13 years, CT UK Capital &ome Investment Trust's highest Yield on Cost was 6.40. The lowest was 3.44. And the median was 4.10.
LSE:CTUK's 5-Year Yield-on-Cost % is ranked worse than 69.91% of 1110
companies
in the Asset Management industry
Industry Median: 6.44
vs LSE:CTUK: 4.11
CT UK Capital &ome Investment Trust (LSE:CTUK) 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.
CT UK Capital &ome Investment Trust 5-Year Yield-on-Cost % Related Terms
LSE:CTUK vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, CT UK Capital &ome 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.
CT UK Capital &ome Investment Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, CT UK Capital &ome Investment Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where CT UK Capital &ome Investment Trust's 5-Year Yield-on-Cost % falls into.
CT UK Capital &ome 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.
CT UK Capital &ome Investment Trust (LSE:CTUK) has a 5-Year Yield-on-Cost % of 4.11 as of Aug. 08, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on CT UK Capital &ome Investment Trust and its competitors. This is near median its historical median of 4.10. Over the past decade, CT UK Capital &ome Investment Trust's 5-Year Yield-on-Cost % has ranged from 3.44 to 6.40. According to the industry distribution chart, CT UK Capital &ome Investment Trust ranks #776 out of 1110 companies in the Asset Management industry, placing it in the top 69.9%.
Is CT UK Capital &ome Investment Trust's 5-Year Yield-on-Cost % too high?
CT UK Capital &ome Investment Trust's current 5-Year Yield-on-Cost % of 4.11 is near median its 10-year median of 4.10. Over the past 10 years, this metric has ranged from a low of 3.44 to a high of 6.40. The Asset Management industry median 5-Year Yield-on-Cost % is 6.44. CT UK Capital &ome Investment Trust's value of 4.11 is 36.2% below this industry median. Based on the distribution chart, CT UK Capital &ome Investment Trust ranks #776 out of 1110 companies in the Asset Management industry, which is below the industry midpoint. Overall, CT UK Capital &ome Investment Trust has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does CT UK Capital &ome Investment Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, CT UK Capital &ome Investment Trust ranks #776 out of 1110 companies for 5-Year Yield-on-Cost %. This places CT UK Capital &ome Investment Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.44. CT UK Capital &ome Investment Trust's value of 4.11 is 36.2% below this benchmark. Historically, CT UK Capital &ome Investment Trust's own 5-Year Yield-on-Cost % has ranged from 3.44 to 6.40 over the past decade. While the company's 10-year median is 4.10 vs. the industry median of 6.44, CT UK Capital &ome Investment Trust has consistently been below 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.44, based on 1,110 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. CT UK Capital &ome Investment Trust's current 5-Year Yield-on-Cost % of 4.11 is 36.2% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on CT UK Capital &ome Investment Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. CT UK Capital &ome Investment Trust's current 5-Year Yield-on-Cost % is 4.11, which is near median its own 10-year median of 4.10. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CT UK Capital &ome Investment Trust stock overvalued right now?
CT UK Capital &ome Investment Trust (LSE:CTUK) has a current 5-Year Yield-on-Cost % of 4.11. The current 5-Year Yield-on-Cost % is 4.11, which is near median its 10-year median of 4.10 and 36.2% below the Asset Management industry median of 6.44. CT UK Capital &ome Investment Trust's overall GF Score™ is 39/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For CT UK Capital &ome Investment Trust (LSE:CTUK), the current 5-Year Yield-on-Cost % is 4.11 as of Aug. 08, 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.
CT UK Capital & Income Investment Trust PLC is an investment company. The Company's activities comprise a single operating segment, which is investing in the UK, USA, and Europe in equities to secure long-term growth in income and capital The company's investment objective is to secure long-term capital and income growth from a portfolio consisting mainly of FTSE All-Share companies. It invests in companies that have long-term prospects with attractive returns on invested capital. The majority of the company's holdings are in large and mid-cap companies, with a smaller percentage invested in smaller and overseas companies.
39GF Score
Get the complete analysis for LSE:CTUK
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
LSE:CTUK has been successfully added to your 
