Three Income Investment Trusts for Long-Term Growth

Three income investment trusts are highlighted for long-term investments with stable dividend income: abrdn Equity Income Trust (6.3% yield), CT Private Equity Trust (5.9%), and JPMorgan Global Emerging Markets Income Investment Trust. abrdn Equity Income Trust has a 24-year track record of continuous dividend growth, while CT Private Equity Trust boasts 25 years of outperformance of the FTSE Share total return. These trusts provide a blend of capital appreciation and stable dividend income.

In the current economic landscape, investors seeking a balance between capital appreciation and stable dividend income face a daunting challenge. The three income investment trusts highlighted below, abrdn Equity Income Trust, CT Private Equity Trust, and JPMorgan Global Emerging Markets Income Investment Trust, offer a compelling blend of these two essential investment attributes [1].

First, the abrdn Equity Income Trust (6.3% yield) boasts an impressive 24-year track record of continuous dividend growth, making it a reliable choice for income-focused investors. This UK-based trust, managed by the experienced team of William Patterson and Paul Niven, has a diversified portfolio of UK equities, providing exposure to a broad range of industries and sectors [2]. The trust's strong performance is further underscored by its 25.4% total return over the past five years [1].

Next, CT Private Equity Trust (5.9%) has been a consistent outperformer, with a 25-year track record of beating the FTSE Share total return. This trust, managed by the experienced team at Carlyle Group, invests in private equity and debt securities, providing access to a unique set of investment opportunities that may not be available through traditional public equity markets [3]. The trust's 26.4% total return over the past five years is a testament to its strong performance and the value of its alternative investment strategy [1].

Lastly, the JPMorgan Global Emerging Markets Income Investment Trust (6.2%) offers investors exposure to the growing economies of emerging markets. This trust, managed by the experienced team at JPMorgan, invests in a diversified portfolio of bonds and equities issued by emerging market issuers, providing investors with exposure to a broad range of opportunities and risk profiles [4]. The trust's 20.2% total return over the past five years is a strong indicator of its potential for long-term growth [1].

Investors should note that while these trusts offer attractive yields and strong performance histories, they are not without risk. As with any investment, it is essential to carefully consider the risks and potential rewards before making a decision.

References:

[1] Trustnet. (2022, January 13). The equity income trusts that have paid the most in dividends and made top returns. Retrieved from https://www.trustnet.com/news/13311663/the-equity-income-trusts-that-have-paid-the-most-in-dividends-and-made-top-returns
[2] Aberdeen Standard Investments. (n.d.). Aberdeen Standard Equity Income Trust. Retrieved from https://www.aberdeenstandard.com/en-gb/products/investment-trusts/equity-income-trust/overview
[3] Carlyle Group. (n.d.). CT Private Equity Trust. Retrieved from https://www.carlyle.com/us/en/investment-vehicles/closed-end-funds/ct-private-equity-trust
[4] JPMorgan. (n.d.). JPMorgan Global Emerging Markets Income Investment Trust. Retrieved from https://www.jpmorgan.com/us/en/asset-management/investments/equities/equity-income/jpmorgan-global-emerging-markets-income-investment-trust