Herald Investment Trust boasts an impressive track record from backing smaller technology companies, many of which are based in the UK. But taking a more cautious approach than other tech funds, it has struggled to keep up during the past decade.
Exploring the world of investment trusts
Tag: Small cap investment trusts
Smithson And Coping With Market Wobbles
Smithson, Fundsmith’s global small-cap investment trust, has had an eventful 2020. Its wild movements are a perfect example of why trusts can be a little bit tougher to own than other funds when the market goes through a rocky patch.
Introducing The Double Doublers
Loads of articles have looked at the best performing shares and funds over the 2010s. I thought I’d add a little twist, looking at the trusts that doubled in the first half of the decade and then repeated the trick in the second.
Oryx International Growth: Small Cap, Big Discount
Some investment trusts shun the limelight while others almost seem to go out of their way to make themselves unpopular. Small-cap specialist Oryx International Growth seems to fall into the latter camp.
Smithson Does Nothing: As Promised
Smithson Investment Trust has made an impressive start on the London Stock Exchange with a return around triple that of its benchmark. But we shouldn’t get too carried away.
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