Overview
You can access the company’s website by clicking here.
Fundamentals
Price
Research History
-
11 Sep 2018 1 min read
BlackRock Throgmorton Trust – Vision, execution and adaptability
BlackRock Throgmorton Trust – Vision, execution and adaptability Dan Whitestone, manager of BlackRock Throgmorton Trust (THRG), has a dual-pronged approach to selecting investments that involves identifying what he describes as “high- quality differentiated companies” and companies driving industry change. Dan looks for management teams with vision, the ability to execute according to that vision and […]
-
1 min read
BlackRock Throgmorton Trust – Vision, execution and adaptability
BlackRock Throgmorton Trust – Vision, execution and adaptability Dan Whitestone, manager of BlackRock Throgmorton Trust (THRG), has a dual-pronged approach to selecting investments that involves identifying what he describes as “high- quality differentiated companies” and companies driving industry change. Dan looks for management teams with vision, the ability to execute according to that vision and […]
News
-
12 Feb 2018 5 min read
Dan Whitestone sole manager of BlackRock Throgmorton
Dan Whitestone sole manager of BlackRock Throgmorton – alongside the publication of its results, BlackRock Throgmorton has announced some changes to its management arrangements. During the year ended 30 November 2017 the fund’s NAV returned 33.9% on a total return basis, compared with a total return of 21.3% from the benchmark index, the Numis Smaller Companies excluding […]
-
05 Sep 2017 3 min read
Fevertree helps power Standard Life Smaller Companies to another year of outperformance
Fevertree helps power Standard Life Smaller Companies to another year of outperformance – Standard Life Smaller Companies says that, for the year ended 30 June 2017, its diluted net asset value total return was 35.0%, compared with a total return of 29.1% for the Numis Smaller Companies ex Investment Companies Index. The share price total return, calculated […]
-
27 Feb 2017 5 min read
Mining underweight sees Standard Life UK Smaller Companies modestly underperform
Standard Life UK Smaller Companies has announced its interim results for the half year ended 31 December 2016. During the period, the company provided an NAV total return of 16.7% and a share price total return of 17.7%, these both modestly underperformed the company’s ‘reference index’, the Numis Smaller Companies Index (excluding Investment Companies) Index, […]
-
15 Feb 2017 4 min read
BlackRock Throgmorton says CFD portfolio added 2.5% to performance
BlackRock Throgmorton says that, during the year to 30 November 2016, the Net Asset Value per share returned 7.3% compared with a return of 6.3% from the benchmark, the Numis Smaller Companies excluding AIM (excluding Investment Companies) Index. They are paying a total dividend for the year of 7.50 pence per share, an increase of […]
-
17 Jun 2016 3 min read
Invesco Income Growth suffers from discount widening
Invesco Income Growth outperformed the FTSE All-Share Index over the year to the end of March 2016, returning -2.6% against -3.9% for he Index. The discount widened however (from 5.3% to 11. 5%) and so the return to shareholders was -7.8%. The full year dividend was upped from 10.1p to 10.3p. The manager says that […]
-
26 Apr 2016 2 min read
A good year for BlackRock Smaller Companies
During the year to 29 February 2016, BlackRock Smaller Companies’ net asset value increased by 4.0% to 992.18p per share, compared with its benchmark, the Numis Smaller Companies plus AIM (excluding Investment Companies) Index, which fell by 4.4%. The company’s share price increased by 6.3% to 863.00p per share. Small capitalisation stocks outperformed mid and large […]
-
18 Apr 2016 2 min read
Invesco Perpetual UK Smaller posts decent outperformance
Invesco Perpetual UK Smaller Companies says, for the year ended 31 January 2016 the net asset value rose by 10.9%, on a total return basis, an outperformance of 7.1% versus the benchmark index of the Company, the Numis Smaller Companies Index (excluding Investment Companies), which returned a lesser 3.8%. When compared to the wider UK stock […]
-
22 Feb 2016 2 min read
Standard Life UK Smaller posts “remarkable” performance
Standard Life UK Smaller Companies’ diluted net asset value total return was 15.2% for the six months ended 31 December 2015. This compares with a total return of -1.0% for the Company’s benchmark, the Numis Smaller Companies Index (excluding Investment Companies). The Board say the outperformance is remarkable given stock markets have proved challenging over the period. The […]
-
12 Feb 2016 3 min read
BlackRock Throgmorton gets its stock selection right
BlackRock Throgmorton Trust beat its benchmark by more than 10% over the year that ended on 30 November 2015. The Company’s net asset value per share returned 23.2% compared with a return of 11.9% for the Numis Smaller Companies excluding AIM (excluding Investment Companies) Index. Shareholders did even better – the share price return was […]
-
27 Nov 2015 2 min read
Invesco Income Growth outperforms in first half
Invesco Income Growth’s interim results for the six months ended 30 September 2015 show the fund outperforming the FTSE All-Share index, returning -3.5% on net assets against -7.2% for the index. The return to shareholders was -5.0%. the first two quarterly dividends total 4.3p, up from 4.2p for the equivalent period last year. Ciaran Mallon’s […]
-
27 Oct 2015 2 min read
Good first half for BlackRock Smallers
Over the six months to the end of August 2015 BlackRock Smaller Companies’ net asset value increased by 9.0% to 1039.98p per share, outperforming its benchmark (the Numis Smaller Companies plus AIM (excluding Investment Companies) Index) by 6.6%. The Company’s share price increased by 14.0% to 925.5p per share over the same period. The FTSE […]
-
24 Jul 2015 2 min read
Bumper period for Throgmorton as CFDs pay off
BlackRock Throgmorton says it generated a 19.85 return on net assets over the six months ended 31 May 2015 – ahead of the 15.7% return posted by the Numis Smaller Companies excluding AIM and investment companies index. Shareholders did even better as the discount narrowed taking their return to 23.8%. The interim dividend has been […]
-
28 Apr 2015 2 min read
BlackRock Smaller Companies discount offsets strong stock selection
BlackRock Smaller Companies results for the year ended 28 February 2015 show the fund generated a return on net assets of -1.8%, much better than the 8.5% fall recorded by the Numis Smaller Companies plus AIM (excluding Investment Companies) Index. However the company’s discount widened leaving shareholders with a return of -9.2%. The dividend was increased […]
-
17 Apr 2015 1 min read
Invesco Perpetual UK Smaller outperforms in 2014
Invesco Perpetual UK Smaller’s results for the year ended 31 January 2015 show the fund generating a net asset value return of 2.2%. The Numis Smaller Companies Index (excluding Investment Companies), fell by 2.6%. The share price rose from 316.8p to 328.3p per share, an increase of 3.6%, and the discount narrowed from 13.9% to 11.3%. […]
-
13 Feb 2015 3 min read
Throgmorton hit by widening discount
BlackRock Throgmorton has published results for the year ended 30 November 2014 that show the company’s net asset value return marginally behind that of the Numis Smaller Companies excluding AIM (excluding Investment Companies) Index; the NAV returned -1.1%, the Index -0.6%. The share price return though was -5.7%, reflecting a widening of BlackRock Throgmorton’s discount. […]
-
16 Sep 2014 1 min read
Invesco Perpetual UK Smaller outperforms
IPU : Invesco Perpetual UK Smaller outperforms Invesco Perpetual UK Smaller Companies interim results for the six months ended 31 July 2014 show the fund outperforming the Numis Smaller Companies ex Investment Companies Index over the period – it generated a total return on net assets of -1.6% vs. -2.9% for the index. The Chairman […]
-
27 Feb 2014 1 min read
Strategic Equity Capital : SEC – half year report
Strategic Equity Capital’s net asset value rose by 29.4% over the second half of 2013, 4.6% more than the return on the FTSE Smaller Companies ex Investment Companies Index. The manager’s reports notes five stocks that made a significant contribution to SEC’s performance during the period – E2V technologies, Wilmington, 4imprint, Andor Technology (recently highlighted […]
