Investment Trusts

Chelverton UK Dividend Trust

SDV:LSE

Chelverton UK Dividend Trust

  • Price (GBX)136.50
  • Today's Change-2.50 / -1.80%
  • Shares traded80.26k
  • 1 Year change-6.83%
  • Beta0.8776
Data delayed at least 20 minutes, as of Feb 06 2026 16:26 GMT.
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Top holdings

26.01%Per cent of portfolio in top holdings
Holding% of portfolio
Smiths News PLC3.78%
Chesnara PLC3.55%
Hargreaves Services PLC3.12%
Polar Capital Holdings PLC2.48%
MTI Wireless Edge Ltd2.46%
Zigup PLC2.39%
Duke Capital Ltd2.32%
Wynnstay Group PLC2.06%
Personal Group Holdings PLC1.94%
Serica Energy PLC1.91%

Sector weighting

Sector% of portfolio
Financial Services28.83%
Industrials20.85%
Consumer Cyclical12.42%
Communications Equipment9.28%
Technology7.13%
Basic Materials5.18%
Consumer Defensive4.08%
Real Estate3.81%
Energy3.25%
Other3.78%

Regional holdings

Holding% of portfolio
UK90.67%
USA5.46%
Israel2.46%
Data Provided by LSEG
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