Utilico Emerging Markets Trust reports 2.8% NAV gain in August

Published 08/09/2025, 15:42
Utilico Emerging Markets Trust reports 2.8% NAV gain in August

LONDON - Utilico Emerging Markets Trust (UEM) reported a 2.8% increase in net asset value (NAV) total return for August, outperforming the MSCI Emerging Markets total return Index which declined 0.9% in Sterling terms, according to a monthly factsheet published Monday.

For the first five months of its financial year to March 31, 2026, UEM achieved an 11.2% total return compared to 10.5% for the benchmark index.

The trust’s portfolio benefited from strong performance in Brazilian holdings, with Orizon rising 14.4%, Sabesp gaining 13.1%, and Eletrobras up 16.8%. Manila Water appreciated 14.1%, while Vietnam Holdings increased 10.4%.

Four top holdings declined more than 5%, including Rumo (-12.1%), Kinx (-8.2%), NHPC (-7.1%), and Piraeus Port (-6.1%).

The Brazilian market rebounded in August, with the Ibovespa Index gaining 6.3% to reach a record high. China’s Shanghai Composite Index rose 8.0%, while Vietnam’s Ho Chi Minh Index gained 12.0%.

UEM’s debt position remained unchanged with facilities drawn as €7.5 million, $7.5 million, and £5.0 million. Due to a weaker U.S. dollar, the total debt exposure in Sterling terms decreased 0.6% to £17.1 million.

The trust’s share price increased 2.9% in August to 250.00p, with the discount to NAV unchanged at 11.9%. UEM repurchased 834,000 shares at an average price of 250.08p during the month.

A quarterly dividend of 2.325p per ordinary share was declared for the year ending March 31, 2026, payable on September 26 to shareholders registered as of September 5.

Portfolio purchases totaled £11.0 million with realisations of £6.8 million during the month, according to the company’s statement.

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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