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Capital Gearing Trust discount narrows on ex-dividend day

aroominyork
aroominyork Posts: 3,925 Forumite
Part of the Furniture 1,000 Posts Name Dropper
edited 5 June 2023 at 7:48PM in Savings & investments

During January and February of this year Capital Gearing Trust’s premium moved from the 1.5%-2% band where is usually sits to a discount of around 2%, where it settled during March, April and May supported by the Trust’s discount control policy with about 2.3% of shares now held in Treasury. Last week, around the day the Trust went ex-dividend, the discount suddenly closed. Was this coincidence, as I think it was? The alternative seems to be that accrued dividends are somehow stripped out of NAV on ex-dividend day causing its value to fall disproportionately to the Trust’s share price, and I cannot see how this would happen.

Comments

  • Linton
    Linton Posts: 18,558 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Perhaps because from the ex-div date assets are matched by the liability to pay the dividend.
  • aroominyork
    aroominyork Posts: 3,925 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Linton said:
    Perhaps because from the ex-div date assets are matched by the liability to pay the dividend.
    Given that the price fell >2% today maybe it was just a large buy order which temporarily spiked the price.
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