CT UK Capital & Income Investment Trust PLC

Investing with CT UK Capital & Income Investment Trust PLC

The CT UK Capital & Income Investment Trust PLC offers the best of both worlds; the potential for long-term capital growth and a regular, growing income.

Highlights of the CT UK Capital & Income Investment Trust PLC:

  • Dividends increased annually since launch in 1992, paid quarterly and grown significantly faster than inflation
  • Diversified portfolio focusing on well-established UK companies
  • Targets long-term capital and income growth
  • Many of the stocks purchased have a higher than average dividend yield




Focused on generating capital growth and an attractive income.
The Company seeks to achieve this objective by investing in companies which have good long-term prospects with attractive returns on invested capital, but whose share prices may not fully reflect this. This could be because of adverse sentiment, possibly from short-term difficulties, or simply because they are unfashionable. Many of the stocks purchased have a higher than average dividend yield.

Investment Risks

The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Gearing is used for investment purposes to obtain, increase or reduce exposure to an asset, index or investment. The use of gearing can enhance returns to investors in a rising market, but if the market falls the losses may be greater

Fund Facts and Key Dates

Fund Facts

Investment manager
Columbia Threadneedle Investment Business Limited
FTSE All-Share Index
AIC sector
UK Growth and Income
Launch date
Total assets
£372.1m (as at 29.07.2022)
Net Dividend Yield*
3.76% (as at 29.07.2022)
Ticker symbol

Key Dates

Annual general meeting
Year end
30 September
Dividends paid
March, June, September, December (Quarterly)
Results announced
May (half yearly) November (final)

Sustainability and ESG

Environmental, Social and Governance (“ESG”) issues are the three central factors in measuring sustainability and can present both opportunities and threats to the long-term investment performance the Company aims to deliver to Shareholders. The Board is therefore committed to taking a responsible approach to ESG matters. There are two strands to this approach. The Company’s own responsibilities on matters such as governance and the impact it has through the investments that are made on its behalf by its Manager.

Find out more about our approach to sustainability and ESG issues here

Annual General Meeting (AGM) – February 2022

The Annual General Meeting for CT Capital and Income Investment Trust PLC was held at 11:30 on 16 February 2022. Due to current restrictions and social distancing measures Shareholders were not permitted to attend this year’s AGM physically but were able to view proceedings at the meeting electronically. Find out more about the Lead Manager’s AGM presentation, FAQs and resolutions.

The Board

Jonathan Cartwright
Sharon Brown
Chairman of the Audit and Risk Committee
Tim Scholefield
Senior Independent Director
Jane Lewis
Chairman of the Nomination and Remuneration Committee
Nicky McCabe
Chairman of the Management Engagement Committee
Patrick Firth
Non-Executive Director

Invest with Columbia Threadneedle

Columbia Threadneedle offer a range of cost-effective savings plans designed to make it easy for you to invest in our range of funds.

Starting from £25 per month or a lump sum of £100, with the flexibility to start and stop contributions whenever you want.

There are no dealing charges on investments made online or through a monthly direct debit.

Invest with a broker

You can invest through your usual financial adviser, or through a wide range of companies.

*The yield is calculated on an historic basis using the actual dividends paid during the last twelve months and the closing share price as at the end of the relevant month.
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