Annual Overview from QuotedData

Summary by AI BETAClose X

Temple Bar Investment Trust PLC, celebrating its centenary, continues to demonstrate strong performance with one-, three-, and five-year returns at or near the top of its peer group, alongside a consistently rising dividend. The trust's managers maintain a contrarian strategy, identifying undervalued UK stocks relative to international peers, and are actively rebalancing the portfolio by taking profits in financials, increasing holdings in consumer staples, and exploring opportunities in IT services to drive future outperformance.

Disclaimer*

Temple Bar Investment Trust PLC
04 August 2026
 

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Temple Bar - Annual overview note from QuotedData

4 August 2026

Ageing well

Temple Bar (TMPL) turned 100 earlier this year and continues to perform strongly. Its one-, three-, and five-year returns are at or near the top of its peer group, and its dividend keeps rising. The managers also continue to take a contrarian approach, finding attractively valued stocks in a UK market that is cheap compared with peers.

TMPL's portfolio is always changing. The managers are taking profits in financials, buying previously expensive consumer staples stocks, and looking at opportunities in IT services. This ongoing refresh supports the potential for future outperformance.

Full Research:

https://quoteddata.com/research/temple-bar-ageing-well-qd/

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