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JPMorgan Claverhouse Investment Trust (LSE:JCH) 5-Year Yield-on-Cost % : 5.81 (As of May. 14, 2024)


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What is JPMorgan Claverhouse Investment Trust 5-Year Yield-on-Cost %?

JPMorgan Claverhouse Investment Trust's yield on cost for the quarter that ended in Dec. 2023 was 5.81.


The historical rank and industry rank for JPMorgan Claverhouse Investment Trust's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:JCH' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.66   Med: 4.77   Max: 7.03
Current: 5.81


During the past 13 years, JPMorgan Claverhouse Investment Trust's highest Yield on Cost was 7.03. The lowest was 3.66. And the median was 4.77.


LSE:JCH's 5-Year Yield-on-Cost % is ranked worse than
50.7% of 1217 companies
in the Asset Management industry
Industry Median: 5.92 vs LSE:JCH: 5.81

Competitive Comparison of JPMorgan Claverhouse Investment Trust's 5-Year Yield-on-Cost %

For the Asset Management subindustry, JPMorgan Claverhouse Investment Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


JPMorgan Claverhouse Investment Trust's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan Claverhouse Investment Trust's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where JPMorgan Claverhouse Investment Trust's 5-Year Yield-on-Cost % falls into.



JPMorgan Claverhouse Investment Trust 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of JPMorgan Claverhouse Investment Trust is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

JPMorgan Claverhouse Investment Trust  (LSE:JCH) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


JPMorgan Claverhouse Investment Trust 5-Year Yield-on-Cost % Related Terms

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JPMorgan Claverhouse Investment Trust (LSE:JCH) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. The company aims to provide a combination of capital and income growth from investments made in the UK market. Its portfolio consists of between 60 and 80 individual stocks. The company focuses upon investing not more than 15% of gross assets in any individual investment and also investing no more than 15% of gross assets in the other UK listed investment companies. It uses short and long term gearing to increase potential returns to shareholders. The company adopts a diversified portfolio of investments which consists of various sectors such as Financials, Consumer Goods, Consumer Services, Oil and Gas, Telecommunications, and Technology. Its revenue consists of income from investments made.

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