Small-cap investment trusts Archives – IT Investor

Long-Term Returns Of The Oldest Trusts

ITinvestor — Tue, 01 Feb 2022 16:56:50 +0000

A useful piece of research has just popped into my inbox courtesy of the AIC. It looks at the long-term performance — the last 10, 20, and 30 years to 31 January 2022 — of the oldest investment trusts. It’s in honour of the Queen’s Platinum Jubilee and highlights the 35 investment companies that have…

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Acorn Income Jumps On The Sustainable Bandwagon

ITinvestor — Wed, 19 May 2021 09:55:20 +0000

It was only a few weeks ago that I reviewed Acorn Income Fund after it announced a strategic review ahead of a continuation vote due later this year. There was a further update this week and I thought I’d do another article to help collect my thoughts. The plan is to replace the current managers…

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How Big Can Smithson Get?

ITinvestor — Wed, 24 Mar 2021 10:30:37 +0000

One of the questions that often gets asked about Smithson, Fundsmith’s global smaller company investment trust, is whether it is in danger of growing too large. Or maybe it’s just me? It’s a question that’s been bugging me for a while but after digging into its latest annual results, I’m now a lot more comfortable…

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BlackRock Smaller Companies: Losing Its Lustre?

ITinvestor — Mon, 16 Nov 2020 11:00:20 +0000

BlackRock Smaller Companies seems to have come off the boil a little since long-time manager Mike Prentis retired about eighteen months ago. But is this a blip or something more permanent? Snapping up small caps This trust has been part of my portfolio for just over three years now. I bought a small amount to…

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Buffettology Smaller Companies: IPO Thoughts

ITinvestor — Thu, 15 Oct 2020 08:30:26 +0000

Buffettology Smaller Companies is one of several new investment trusts heading our way. It’ll be managed by the team at Sanford DeLand that is also behind the highly successful Buffettology open-ended fund. 26 October update — We heard this morning that this IPO has been pulled due to lack of interest. There’s a possibility it…

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Henderson Smaller Companies: Waiting For The Bounce Back

ITinvestor — Thu, 13 Aug 2020 08:50:54 +0000

Our house is being battered by a thunderstorm as I write this. Owning a UK smaller company investment trust in 2020 has felt very similar. But storms pass. Henderson Smaller Companies, one of my holdings in this sector, reported its annual results recently, so I’ve been checking on its progress. Before diving into that, some…

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Smithson Closes In On £2 Billion

ITinvestor — Thu, 30 Jul 2020 13:30:09 +0000

Smithson’s shares are up more than 50% since it floated in October 2018 and its share count has risen 52%. It’s now approaching £2bn in market cap and it’s already become one of the 20 largest UK investment trusts. Last time I looked at Smithson, we were a couple of weeks shy of the lockdown…

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Herald Investment Trust: Home-Grown Tech

ITinvestor — Tue, 12 May 2020 09:20:39 +0000

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. Key stats for Herald Investment Trust Listed: February 1994 (100p) Manager: Katie Potts (since…

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Smithson And Coping With Market Wobbles

ITinvestor — Tue, 10 Mar 2020 10:20:18 +0000

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. Between 19 February and 28 February, Smithson’s shares plunged 18% as markets struggled to assess…

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