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.
Exploring the world of investment trusts
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 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.
Smaller companies are one of my favourite investment themes. But it’s been a tough year for funds like Henderson Smaller Companies, who hunt for value among the minnows of the market.
After 16 years of beating his benchmark every single year, Mike Prentis is to step down as the lead manager of BlackRock Smaller Companies. His successor has big shoes to fill!
This highly geared UK small-cap fund can be volatile, making it a good candidate for opportunistic top-ups.
We finally get a first proper look under the bonnet at Smithson Investment Trust. Everything seems to be running smoothly, although of course it’s still very early days.
Fancy a low-key trust that has trashed the market for over three decades with the same fund manager at the helm? Step forward, Rights & Issues.
While it’s pretty easy to find a UK small-cap investment trust, pickings when it comes to global small-cap funds seem a lot slimmer.
We seem to be having more of a Santa Rout than a Santa Rally, so it’s a brave investor that’s looking to put money in small-cap funds right now. But I think it’s a great time to size up what’s on offer.
I’ve always had a soft spot for investing in smaller companies, aka small caps. It’s what many private investors cut their teeth on. What’s more, there’s decent evidence that such companies outperform the wider market. This phenomenon has even got a catchy moniker: the small-cap effect.
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