Diverse Income Trust factsheet: A winning investment strategy

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Diverse Income Trust Plc (LON:DIVI) has announces that its Factsheet for the month ended 28 February 2025 is now available:

Diverse Income Trust plc invests primarily in quoted or traded UK companies with a wide range of market capitalisations, but a long-term bias toward small and medium sized companies.

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Latest Company News

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why ACG Metals’ Turkey-based copper project is generating stronger-than-expected cash flow, how rising commodity prices are supporting valuation, and why the company could deliver long-term shareholder value through growth and future dividends.

Primary Health Properties surplus cash fuels generous dividend, Gervais Williams impressed

Gervais Williams highlights the benefits of long-dated, inflation-linked leases, fixed-rate debt, and synergies from the Assura acquisition, which he believes support resilient earnings, dividend growth, and balance sheet strength despite higher interest rates.

Arbuthnot Banking Group ‘remarkably low valuation given its prospects’ says DIVI Fund Manager

Gervais Williams discusses how Arbuthnot Banking Group’s rising funds under management, deposit growth, and cautious lending strategy contribute to sustainable earnings and dividend potential, positioning the £142m bank as an overlooked opportunity in the UK financial sector.

The Diverse Income Trust: Why Gervais Williams Is Doubling Down on Overlooked UK Small Caps (video)

Fund Manager Gervais Williams shares why the Diverse Income Trust is expanding positions in cash-rich, undervalued small caps — and highlights overlooked plays in energy, digital retail, and financials.

Diverse Income Trust takes profits and reweights sectors, November factsheet

Diverse Income Trust plc reported its half year position to 30 November 2025, with net assets of £185.2 million and a diversified portfolio of 102 holdings focused on delivering income and long-term capital growth.

Managers Back UK Income Stocks as Market Narrowness Signals Late-Cycle Conditions

UK income stocks seen as attractive amid market volatility, with managers highlighting undervaluation and narrowing global asset market conditions.

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