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Schroder Asian Total Return Investment Co (LSE:ATR) 5-Year Yield-on-Cost % : 5.38 (As of Jun. 08, 2024)


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What is Schroder Asian Total Return Investment Co 5-Year Yield-on-Cost %?

Schroder Asian Total Return Investment Co's yield on cost for the quarter that ended in Dec. 2023 was 5.38.


The historical rank and industry rank for Schroder Asian Total Return Investment Co's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:ATR' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.14   Med: 3.34   Max: 5.63
Current: 5.38


During the past 13 years, Schroder Asian Total Return Investment Co's highest Yield on Cost was 5.63. The lowest was 2.14. And the median was 3.34.


LSE:ATR's 5-Year Yield-on-Cost % is ranked worse than
53.46% of 1214 companies
in the Asset Management industry
Industry Median: 5.9 vs LSE:ATR: 5.38

Competitive Comparison of Schroder Asian Total Return Investment Co's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Schroder Asian Total Return Investment Co'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.


Schroder Asian Total Return Investment Co's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroder Asian Total Return Investment Co's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Schroder Asian Total Return Investment Co's 5-Year Yield-on-Cost % falls into.



Schroder Asian Total Return Investment Co 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 Schroder Asian Total Return Investment Co is calculated as

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

Schroder Asian Total Return Investment Co  (LSE:ATR) 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.


Schroder Asian Total Return Investment Co 5-Year Yield-on-Cost % Related Terms

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Schroder Asian Total Return Investment Co (LSE:ATR) Business Description

Traded in Other Exchanges
Address
1 London Wall Place, London, GBR, EC2Y 5AU
Schroder Asian Total Return Investment Co PLC is a UK-based investment trust company. It seeks to provide a high rate of total return through investment in equities and equity-related securities of companies trading in the Asia-Pacific region except for Japan. The company invests in a diversified portfolio of 40-70 companies operating primarily in Asia, including Australasia but excluding Japan. It offers a degree of capital preservation through the tactical use of derivative instruments. The company focuses on investing in companies with sound balance sheets, professional management, and capital allocation policies. It may use derivatives such as listed futures, call options, long puts, OTC instruments to protect the capital value of the portfolio, efficient portfolio management.