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PodcastInvestor Meet Company - Audio ArchiveOctober 20, 2026

CT UK HIGH INCOME TRUST PLC - Investor update

Moss argues UK equities remain deeply undervalued and politically stable, making the trust's ~5.7%-yielding, dividend-growing portfolio attractively cheap.

  • Portfolio structure: CT UK High Income Trust holds a high-conviction, benchmark-agnostic book of 43 stocks (top 10 ~45%), with up to 10% allowed in Europe (currently only one Irish holding).
  • Performance: NAV grew 18% last fiscal year (share price slightly below); trust lagged the All-Share over 1 year but outperformed over 3 years, the period Moss has led it; current discount yield ~5.7%.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.