Montanaro UK Smaller Companies Investment Trust PLC

Montanaro UK Smaller Companies Investment Trust PLCverified

MTU.L

Montanaro UK Smaller Companies Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Montanaro Investment Managers Ltd. It invests in the public equity markets of the United Kingdom. The fund seeks to invest in stocks of small-cap companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Numis Smaller Companies Index (ex-IC) (Capital Return). Montanaro UK Smaller Companies Investment Trust PLC was formed on March 16, 1995 and is domiciled in the United Kingdom.

Industry

Asset Management

IPO Date

1995-03-16

Stock Exchange

LSE

Ticker

MTU.L

The Dividend Yield as of December 2025 (TTM) for Montanaro UK Smaller Companies Investment Trust PLC (MTU.L) is 6.78%

According to Montanaro UK Smaller Companies Investment Trust PLC’s latest financial reports and current stock price. The company's current Dividend Yield is 6.78%. This represents a change of 173.31% compared to the average of 2.48% of the last 4 quarters.

Montanaro UK Smaller Companies Investment Trust PLC (MTU.L) Historical Dividend Yield (quarterly & annually)

How has MTU.L Dividend Yield performed in the past?

The mean historical Dividend Yield of Montanaro UK Smaller Companies Investment Trust PLC over the last ten years is 3.91%. The current 6.78% Dividend Yield has changed 73.34% with respect to the historical average. Over the past ten years (40 quarters), MTU.L's Dividend Yield was at its highest in in the March 2025 quarter at 3.09%. The Dividend Yield was at its lowest in in the March 2006 quarter at 0%.

Quarterly (TTM)
Annual

Average

3.91%

Median

4.50%

Minimum

1.88%

Maximum

5.60%

Montanaro UK Smaller Companies Investment Trust PLC (MTU.L) Dividend Yield by Quarter and Year

Discovering the peaks and valleys of Montanaro UK Smaller Companies Investment Trust PLC Dividend Yield, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 140.15%

Maximum Annual Dividend Yield = 5.60%

Minimum Annual Increase = -34.04%

Minimum Annual Dividend Yield = 1.88%

Quarterly (TTM)
Annual
YearDividend YieldChange
20255.60%23.99%
20244.51%0.22%
20234.50%-14.29%
20225.26%47.41%
20213.57%-34.04%
20205.41%20.06%
20194.50%140.15%
20181.88%-4.38%
20171.96%1.56%
20161.93%19.17%

Montanaro UK Smaller Companies Investment Trust PLC (MTU.L) Average Dividend Yield

How has MTU.L Dividend Yield performed in the past?

The current Dividend Yield of Montanaro UK Smaller Companies Investment Trust PLC (MTU.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

4.87%

5-year avg

4.69%

10-year avg

3.91%

Montanaro UK Smaller Companies Investment Trust PLC (MTU.L) Dividend Yield vs. Peers

How is MTU.L’s Dividend Yield compared to its peers?

Montanaro UK Smaller Companies Investment Trust PLC’s Dividend Yield is less than Hargreave Hale AIM VCT plc (6.70%), less than Northern 3 VCT PLC (5.29%), less than Northern Venture Trust PLC (5.34%), less than Aberforth Geared Value & Inc ZDP (0%), less than Molten Ventures VCT plc (5.73%), less than Northern 2 VCT PLC (5.45%), less than Octopus AIM VCT PLC (10.96%), less than Aberforth Geared Value & Income Ord (7.22%), less than BlackRock Latin American Investment Trust plc (4.51%), less than Bellevue Healthcare Trust plc (3.35%),

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