UK Dividend Champions June 2015 Update

UK Dividend Champions List logo for June 2015 The June 2015 update to the UK Dividends Champions List is now available at DividendChampions.UK.

Not many changes this month; mostly updated yields and prices. However one company joined the 25-year Dividend Champion ranks, another joined the Contenders with 14-years of growth and a new 4-year Near-Challenger appeared. Two Investment Trusts were also added to the list.

Here’s an overview of the changes this month – the list increased by three.

Category JUNE MAY
Champions (25+ years) 12 11
Challengers (10-24 years) 63 62
Contenders (5-9 years) 127 127
Near-Challengers (4 years) 68 67
Total 270 267

The Financial Year ranking isn’t as complete as the Calendar Year ranking, but it’s increasing as I research companies.

FY Category JUNE MAY
Dividend Growth 25+ years 13 9
Dividend Growth 10-24 Years 56 51
Dividend Growth 5-9 Years 35 25
Dividend Growth 1 to 4 Years 34 27
Total 138 112

New Entries & Promotions

Cranswick plc – Promoted to Champion (26)

Cranswick plc was previously in the list as an 11-year challenger, however further research shows it’s actually had a 26-year growth history. Things look even better on an FY basis with a 35-year history as I couldn’t find CY data that far back.

Cranswick is a food producer and retailer, focusing on meat and poultry which it raises from its own farms. Primarily focused on the UK market with growing exports, its market cap is £790M.

Imperial Tobacco Group plc – Promoted to Contender (14)

Imperial Tobacco Group plc was previously a 5-year Challenger but it’s gained an additional 9 years of growth leaving it a 14-year Contender. FY History is a little better at 18-years.

Imperial Tobacco is, as you might expect, a tobacco company, currently the world’s fourth-largest after Philip Morris, British American Tobacco and Japan Tobacco. Its market cap is about £32B.

Bank of Georgia Holdings plc – New Near-Challenger (4)

Bank of Georgia Holdings plc is a new entry on the list after further research with a 4-year dividend growth history.

Bank of Georgia Holdings is a holding company for the Bank of Georgia which offers retail and corporate banking, wealth management, brokerage and insurance / healthcare services in Georgia. Its market cap is £738M.


Companies removed from the list

No companies were removed from the list this month.


Investment Trusts

Two investment trusts were added: F&C Capital and Income IT plc (FCI) with a 5-year growth history and Value and Income Trust plc (VIN) with a 17-year history.

Next month I’ll be removing IT funds from the Champions List so it’ll be only companies only. The “Equity Investment Instruments” sector will be removed. Not sure where to put the IT funds yet; I may just keep them online.


Other Updates

  • Standard Life plc (SL.) had its growth length updated to 8-years based on new dividend information. The adjustments were not large enough for a promotion or demotion however.


Fundamental Data

Entries in the list that have a “Founded” column have been manually researched and checked. The Dividend per Share and yield for these entries should be accurate as of 1st June.

Dividend yield is calculated as the last 12 months of most recent dividend declarations divided by the current share price. Special dividends are also not included in yield or DPS calculations, so actual yields may be higher.

All dividend history data that I have is posted on DividendChampions.UK.

Please keep in mind that the fundamental data will get increasingly out of date as the month progresses. You should always perform your own research and due diligence on any potential stock purchase.

The List includes AIM-listed companies which may be more volatile than larger FTSE-listed companies. The List includes the index (Column C) and the Market Cap (Column O) which can be used to filter out smaller companies.

List Corrections

The latest version of the list is dated 02-Jun-15 – there was an earlier 01-Jun-15 version but I’d forgotten to update the FY sheet, so I replaced it before too many people noticed!

Summary

Well that’s it for June – sadly most of the research I did during May didn’t significantly update any CY stocks apart from the ones listed above. The FY data is coming along though.

Please let me know if you see any errors in the List, thank you!

Quote of the day

Don’t dream it. Do it!

0 thoughts on “UK Dividend Champions June 2015 Update”

  1. Thanks as always, DL, for updating this for us!

    I had never actually heard of the Value and Income Trust before this. Quite an interesting Top 10 holdings. Though the fees are very steep!

    Cranswick is a good company. I often nearly bought it about a year ago. However, for some reason it has since dropped off my watchlist. I will have to take a look at it again!

    1. Hi D²,

      You’re welcome! It can be interesting to look at funds’ holdings to see what they own but always keep an eye on the fees – the highest charging fund I own is 0.26% per year with the majority below 0.2%. Most are passive indexes; the 0.26% one is actively managed.

      I’d certainly be interested to read an analysis of Cranswick, although it’s not a brand name I remember coming across in the UK.

      Best wishes,
      -DL

      1. Ciao DL,
        Unrelated to the post, but related to the world of investing. As a fellow British national, what do you make of “motley fools” financial blog? Do you follow them? Which other resources for the UK market would you recommend, apart from your blog of course! 😉

        1. Hi Stalflare,

          I look at the Motley Fools forums more often than the actual blog as they have some interesting high-yield strategies there. The blog articles I read from time to time if something catches my eye, but only typically if they’re reposted on yahoo or msn finance.

          To be honest, most of my financial reading is driven by things I’m interested / actively searching for; there’s too much information out there and a lot of it is just noise, especially posts about future market predictions or the latest “must-buy stock”.

          I’d suggest checking out There’s Value and Dividend Drive too if you haven’t already. Both blogs tend to socialize useful articles and company reviews from the DGI-UK community.

          Best wishes,
          -DL

          1. Ciao DL,

            I’ll check out the forums at MFools then, I also find most of the articles “commercial” in a way, and instinct tells me that there is something strange… I am already checking out TV (it’s on my RSS reader list), will check out DD too now, thanks for the info!

    1. Hi Bargainvalue,
      I’m comfortable in a dividend range from 2.25% to 6%; I like dividend yield above inflation and ideally the company has enough growth to grow the dividend significantly faster but I dislike yields that are too high because I think there’s too much risk with those.
      Best wishes,
      -DL

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