Temple Bar Investment Trust Plc (TMPL)
To provide growth in income and capital to achieve a long term total return greater than the benchmark FTSE All-Share Index, through investment primarily in UK securities. The Company's policy is to invest in a broad spread of securities with typically the majority of the portfolio selected from the constituents of the FTSE 350 Index.
The Trust is managed by Nick Purves and Ian lance of REdwheel , who have more than fifty years of investment experience between them and have been working as a partnership for over fifteen years.
The strategy employed by Temple Bar is known as value investing. This is the process of buying a company’s stock for less than its true worth (sometimes known as its intrinsic value).
By buying at a discount, this strategy builds in a ‘margin of safety’ and whilst in the short term an undervalued company’s share price might fall further, in the long run the built-in value should ultimately be recognised by other investors, prompting the share price to rise to reflect the stock’s intrinsic value. There is much empirical evidence to show that value strategies have delivered excess returns over the longer term.
Of course, some companies are cheap for a good reason, but we believe investments in good quality, yet undervalued companies with strong cash flows and robust balance sheets offer the best potential for attractive long-term investment returns.
| FUND FACTS | |
|---|---|
| Fund Name | Temple Bar Investment Trust Plc |
| Fund Manager(s) | Team Managed |
| Share Class Launch Date | 24 June 1926 |
| Offer Closes | closed |
| Product Type | Investment Trust |
| Available as an ISA | Yes |
| AIC Sector: | IT UK Equity Income |
| Fund Value | £1112.35m |
| Dividend Yield | 3.74% |
| Historic Yield | 4.01% |
| Fund Charges | |
| Initial charge: | 0% + Stamp Duty 0.50% |
| Fund Manager Ongoing Charge: | 0.61% |
| Total Service Fee p.a. | 0.53% |
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