Should one hold shares in both these trust, they both pay well but run by the same people, and at first viewing seam to hold many of the same investments Opinion as to why one or both appreciated
And to add to that UU is at a similar price to 5 years ago . It has paid less in dividends but provided equal opportunities for trading and capital gains
Would not be surprised if you could not show similar figures for many FTSE companies over the last few years What your figures don't show is the opportunistic cost Your £8.78 figure from 2015 has probably averaged £9+ and has hit £10.60 earlier this year and hit £12 mark once If you had sold in 2016 at £12 and bought back in early 2018 at £7.50 you would be pretty pleased and probably would have had a dividend that exceeded inflation The idea of buying a share for a five year term without a review/action should have gone out with the the introduction of computers and logarithms No work no gain any more
Two weeks ago all expecting £2 + Two weeks later and significantly lower at 182 mark I am no guessing (I probably hold to many) but I am not selling at these sort of prices A trip to the competitors may influence your thoughts,Tesco are hiking prices Sainsbury options are reducing
Can't fault X-O cheap to trade, keep records up to date, web site has little down time,quick to respond to emails or phone calls, One down side 9if it applies to you ) is the restriction on forgien trading