Utilico Year In Review; Hyperscale Megatrends in 2025 and Investment Strategy for 2026 скачать в хорошем качестве

Utilico Year In Review; Hyperscale Megatrends in 2025 and Investment Strategy for 2026

Welcome to this year in review conversation with Utilico Emerging Markets Investment Trust plc (LSE: UEM), the UK listed closed-ended investment trust focusing on key megatrends across the emerging markets. Over the past two decades, UEM has delivered: • 5x return on capital • 9% annualised NAV compound return • £250M in dividends paid out • £175M+ in capital buybacks • Increasing dividend per share year after year Joint Investment Manager Charles Jillings says sticking to the process has proved to be a ‘really good recipe’ for the trust that celebrated its twentieth anniversary in 2025. In this interview, investors will learn: • How the transition from an analog to digital environment is influencing investment decisions • What utility hyperscale megatrends were dominant in 2025 • Why being listed and operational are key criteria for constituent companies in the portfolio • Why the UK wouldn’t qualify for the fund acceptance • Why the ‘noise’ from the Trump administration and its executive orders haven’t impacted the portfolio in 2025 • What Utilico’s strategy is for 2026? #UEM #investmenttrusts #investing #emergingmarkets #megatrends