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Montanaro UK Smaller Inv Tr (LSE:MTU) 5-Year Yield-on-Cost % : 8.34 (As of May. 27, 2024)


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What is Montanaro UK Smaller Inv Tr 5-Year Yield-on-Cost %?

Montanaro UK Smaller Inv Tr's yield on cost for the quarter that ended in Sep. 2023 was 8.34.


The historical rank and industry rank for Montanaro UK Smaller Inv Tr's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:MTU' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.63   Med: 4.06   Max: 14.18
Current: 8.34


During the past 13 years, Montanaro UK Smaller Inv Tr's highest Yield on Cost was 14.18. The lowest was 2.63. And the median was 4.06.


LSE:MTU's 5-Year Yield-on-Cost % is ranked better than
68.89% of 1215 companies
in the Asset Management industry
Industry Median: 5.88 vs LSE:MTU: 8.34

Competitive Comparison of Montanaro UK Smaller Inv Tr's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Montanaro UK Smaller Inv Tr'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.


Montanaro UK Smaller Inv Tr's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Montanaro UK Smaller Inv Tr's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Montanaro UK Smaller Inv Tr's 5-Year Yield-on-Cost % falls into.



Montanaro UK Smaller Inv Tr 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 Montanaro UK Smaller Inv Tr is calculated as

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

Montanaro UK Smaller Inv Tr  (LSE:MTU) 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.


Montanaro UK Smaller Inv Tr 5-Year Yield-on-Cost % Related Terms

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Montanaro UK Smaller Inv Tr (LSE:MTU) Business Description

Traded in Other Exchanges
Address
65 Gresham Street, 6th Floor, London, GBR, EC2V 7NQ
Montanaro UK Smaller Companies Inv Tr PLC is a United Kingdom-based company. Its investment objective is capital appreciation through investing in small quoted companies, which are listed on the London Stock Exchange or traded on the Alternative Investment Market ( AIM) and to outperform its benchmark, the Numis Smaller Companies Index. The company seeks to achieve its objective by investing in a diversified portfolio of quoted UK small companies.

Montanaro UK Smaller Inv Tr (LSE:MTU) Headlines

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