Montanaro UK Smaller Companies adopts new dividend policy

Published 29/04/2025, 09:54
Montanaro UK Smaller Companies adopts new dividend policy

LONDON - Montanaro UK Smaller Companies Investment Trust PLC (LSE:MTU) announced a new dividend policy that aims to enhance shareholder returns by committing to a quarterly payout of 1.5% of its net asset value (NAV). This move positions the fund as one of the highest-yielding UK equity strategies available.

The fund, managed by Charles Montanaro, focuses on quality growth stocks in the small-cap sector. This strategy is a shift from the traditional equity income investments, which are usually value-focused and cash-generative. Montanaro’s approach offers an alternative for investors, combining a high dividend yield with the potential for capital growth.

UK equities have become more attractively priced following a tariff-related sell-off, making them cheaper relative to their historical averages and compared to equities in other developed markets. Montanaro believes that the current valuation gap presents an appealing opportunity for investors. He suggests that purchasing stocks at these valuations has historically led to favorable long-term returns and that the significant discount of the UK equity market alone could act as a catalyst for a market rerating.

The fund’s new dividend policy is a response to market conditions where small-cap growth stocks have been less popular, with investor preference leaning towards large-cap value stocks. The policy is designed to attract investors by offering a consistent income stream alongside the potential for capital appreciation from the fund’s growth-oriented investments.

This update is based on a press release statement from Montanaro UK Smaller Companies Investment Trust PLC, with the full research available through QuotedData. It is important to note that while QuotedData, a trading name of Marten & Co, is regulated by the Financial Conduct Authority, it does not provide investment advice to individual retail clients. The information provided is intended for informational purposes only and should not be considered an encouragement to engage in any securities trading.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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