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Consistency of approach the key to strong performance

Neil Hermon

Neil Hermon

Portfolio Manager


11 Aug 2021

Key takeaways:

  • The Henderson Smaller Companies Investment Trust has outperformed in 17 of the last 19 financial years and performance over the last one, three, five and ten-years has been impressive
  • A positive vaccine rollout, the reopening of the economy and reduced Brexit uncertainty have been the positive drivers of UK stock market performance
  • The Trust actively engages with companies within the portfolio to ensure they are making progress in improving their Environmental, Social and Governance (ESG) credentials
  • The spread of the new Covid-19 delta variant and rising inflation within raw materials, metals and logistics costs pose a challenge to the market in the short to medium term

Janus Henderson Investors

End of Content

Neil Hermon

Neil Hermon

Portfolio Manager


11 Aug 2021

Key takeaways:

  • The Henderson Smaller Companies Investment Trust has outperformed in 17 of the last 19 financial years and performance over the last one, three, five and ten-years has been impressive
  • A positive vaccine rollout, the reopening of the economy and reduced Brexit uncertainty have been the positive drivers of UK stock market performance
  • The Trust actively engages with companies within the portfolio to ensure they are making progress in improving their Environmental, Social and Governance (ESG) credentials
  • The spread of the new Covid-19 delta variant and rising inflation within raw materials, metals and logistics costs pose a challenge to the market in the short to medium term

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