Company summary
Temple Bar Investment Trust is a UK-focused equity-income investment trust managed with a value-oriented approach. It seeks long-term capital growth and a steadily rising income from predominantly large and mid-sized UK companies.
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TMPL
Temple Bar Investment Trust
Collective Investments
- Index
- FTSE 250
- ISIN
- Not specified
- Book status
- 2026 edition — current
Key activities
Investment in undervalued UK equities, active stock selection, portfolio income generation, selective gearing and quarterly dividend payments.
Key markets
Predominantly the UK equity market, with holdings across financials, energy, consumer, industrial and other value-oriented sectors.
Key drivers
UK corporate earnings, dividend growth, value-stock performance, economic recovery, stock selection and the trust's discount or premium to NAV.
Key risks
UK market weakness, value-style underperformance, dividend cuts, concentrated positions, economic recession and discount widening.
Recent Developments
March 2026 annual results showed a 45.3% share-price total return and 33.9% NAV return for 2025, well ahead of the FTSE All-Share's 24.0%. Performance remained positive into mid-2026 and the shares have traded close to, or occasionally above, NAV, reducing the discount issue that historically affected the trust.
Dividend notes
Temple Bar pays quarterly and has a long record of maintaining or increasing annual distributions. The first 2026 quarterly dividend was 3.75p, followed by 3.90p; the next 3.90p payment goes ex-dividend on 20 August 2026 and is payable on 25 September.
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