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220. Bull, Bear & Beyond – Utilico Emerging Markets Trust in 60 seconds image

220. Bull, Bear & Beyond – Utilico Emerging Markets Trust in 60 seconds

S1 E220 · Bull, Bear & Beyond by Edison Group
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2 Plays1 day ago

Get the lowdown from Edison’s Mel Jenner on Utilico Emerging Markets Trust, which seeks to provide long-term total returns by investing primarily in infrastructure and utility equities across emerging markets.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

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Transcript

Introduction to Utilico Emerging Markets Trust

00:00:01
Speaker
Edison's investment companies team recently published a review on Utilico Emerging Markets Trusts, ticker UEM.

Investment Strategy and Performance

00:00:08
Speaker
Managers Charles Gillings and Jacqueline Brewers are encouraged that the trust has broadly kept up with a very strong MSCI Emerging Markets Index over the last 12 months, given the relatively defensive nature of the infrastructure and utility companies invested in.

Historical Performance and Dividends

00:00:25
Speaker
Along with a long-term record of outperformance versus the index, Utilico has a growing fully covered dividend.

Board Measures for Enhanced Performance

00:00:31
Speaker
In August 2025, the Board announced measures aiming to enhance the Trust's performance and narrow the discount, namely a new performance-based tender offer, regular share buybacks, a progressive dividend policy and bringing forward the 2026 continuation vote, which was subsequently passed with 97.6% voting in favour of the Trust continuing.