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 30/06/24 |
$233.54M |
| 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 |
Performance
Portfolio
Index represents the 6
Documents
Related Insights
Our intellectual capital is readily available and central to our Knowledge Shared approach"
24 Jun 2024
Companies we’ve met recently: Keller
Company meetings are particularly essential as part of The Henderson Smaller Companies Investment Trust process. Here, we discuss how we met again with Keller, after first investing in February…
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Companies we’ve met: Telecom Plus
When it comes to smaller companies investing, company meetings are particularly essential. Here, we discuss how the Henderson Smaller Companies investment analysis was applied following a recent meeting with Telecom Plus…
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Three reasons to be positive on UK small cap stocks following the 2024 Budget
In the 2024 budget, the government proactively addressed the UK equity market in several key areas…