Equity income investments for a stocks and shares ISA

Dividend for a stocks and shares ISA

A stocks and shares ISA is a tax-free savings account that allows you to invest in a wide range of assets, including individual stocks and shares, investment funds, and exchange-traded funds (ETFs).

Each tax year, you are allowed to invest up to a certain amount in your ISA, which is currently set at £20,000 for the 2022/23 tax year. This means that you can invest up to this amount without paying any tax on the income or capital gains generated by your investments.

Investment funds and ETFs are a popular option for ISA investors because they offer diversification and professional management. They can also be a more cost-effective way to invest, as you can access a diversified portfolio of assets for a relatively low cost.

DirectorsTalk highlights a number of well-known LSE-listed investment trusts and funds that can be bought and held in a standard stocks and shares ISA – JPMorgan Japan Small Cap Growth & Income plc, Real Estate Credit Investments, Fidelity European Trust plc, BlackRock Sustainable American Income Trust plc, Volta Finance and The Diverse Income Trust plc

With the 2022/23 ISA deadline just around the corner, now is an excellent time to review your ISA portfolio and consider whether you are making the most of your tax-free savings allowance for growth and income.

JPMorgan Japan Small Cap Growth & Income (LON:JSGI) is a Japan income investing opportunity giving investors access to a diverse and fast growing sector managed by local managers. The Investment Trust offers a regular quarterly income without compromising on Japanese growth opportunities, by paying a higher dividend funded part by capital reserves as well as revenue returns.

Fidelity European Trust (LON:FEV) is a European investment trust. It  aims to be the cornerstone long-term investment of choice for those seeking European exposure across market cycles.

Real Estate Credit Investments (LON:RECI) is a regular dividend-paying, closed-ended investment company which originates and invests in real estate debt secured by commercial or residential properties in Western Europe, focusing primarily on the United Kingdom, France and Germany.

BlackRock Sustainable American Income Trust (LON:BRSA) aims to provide an attractive level of income return together with capital appreciation over the long term, in a manner consistent with the principles of sustainable investing adopted by the Company.

The Diverse Income Trust (LON:DIVI) invests primarily in quoted or traded UK companies with a wide range of market capitalisations, but a long-term bias toward small and medium sized companies.

Volta Finance (LON:VTA, LON:VTAS) is a closed-ended limited liability company that seeks to preserve capital across the credit cycle and to provide a stable stream of income to its Shareholders through dividends that it expects to distribute on a quarterly basis.

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Diverse Income Trust recommends final dividend of 1.35p

Diverse Income Trust plc has proposed a final dividend of 1.35p per share, payable on 28 November 2025, bringing the total annual dividend to 4.50p, up 5.9% from last year.

Real Estate Credit Investments posts 2025 AGM circular

Real Estate Credit Investments has issued its 2025 AGM circular and proxy form to shareholders. The meeting will take place on 17 September 2025 at East Wing, Trafalgar Court, St. Peter Port, Guernsey, with documents available via the National Storage Mechanism.

Real Estate Credit Investments Investor Day, 8 September 2025

The event will cover an overview of Cheyne Real Estate, UK and European real estate lending challenges and opportunities, RECI’s current portfolio and outlook, and portfolio case studies.

CLO income fund Volta Finance delivers 0.4% return in June, NAV at €7.46

In June 2025, Volta Finance achieved a net performance of +0.4%, lifting its cumulative return since August 2024 to +11.2%, with both CLO debt and equity assets posting gains amid easing trade tensions and stable credit markets, and ending the month with a NAV of €7.46 per share.

16.7% YTD return hails Fidelity European Trust’s strong credentials

Despite market headwinds, the Trust demonstrated resilience with standout contributions from Legrand and EQT and positive sector positioning. Over the past 12 months, NAV rose 2.3% and share price 5.5%, reflecting our focus on cash‑generative, dividend‑growing companies.

Real Estate Credit Investments portfolio valued at £309.1m in June 2025

As at 30 June 2025, RECI held a diversified portfolio valued at £309.1m, with available cash of £16.6m and net effective leverage of 24.3%. NAV per share rose from 145.6p to 146.6p.

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