INVESTMENT OBJECTIVE
To aim to provide capital growth by investing primarily in United Kingdom smaller companies.
Overview
| Asset class | Equities |
| Product Structure | OEIC |
| Inception Date | Jan 20, 1983 |
| Base Currency | GBP |
|
Fund Assets As of 31/12/24 |
$218.22M |
| Index | Numis Smaller Companies ex Investment Companies Index |
| Index Usage | Comparator |
| Peer Group Benchmark | IA UK Smaller Companies Equity |
| Peer Group Benchmark Usage | Comparator |
| Year End | 30-Jun |
| Pricing Basis | Single Priced |
Portfolio Management
Performance
Portfolio
Index represents the 6
Documents
Related Insights
Our intellectual capital is readily available and central to our Knowledge Shared approach"
28 Jan 2025
The Henderson Smaller Companies Trust PLC: Half-Year Results 2024
Alex Crooke, manager of The Bankers Investment Trust, discusses the trust’s results for the year to 31 October 2024.
14 Jan 2025
Q&A: Year in Review – Henderson Smaller Companies Trust
In this article, we discuss a tumultuous year for UK investors and the implications for smaller companies…
18 Dec 2024
What our three new stocks tell us about UK smaller companies: The Henderson Smaller Companies Trust
A common misconception about UK smaller companies is that they are limited to struggling, domestically focused businesses. Three new additions to The Henderson Smaller Companies trust portfolio tell a different story…