Fevertree Drinks : FEVR

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 2019 10 min read

  BlackRock Throgmorton Trust substantially outperforms during a challenging year

  BlackRock Throgmorton Trust (THRG) has announced its annual results for the year ended 30 November 2018. While THRG’s net assets fell during the year, the trust has provided a return substantially ahead of the benchmark index. Specifically, THRG provided NAV and share price total returns of -2.7% and +1.8% respectively, which it says compares against […]

• 18 Jan 2019 5 min read

  Last minute reversal leaves Independent in negative territory

  Last minute reversal leaves Independent in negative territory – over the year to 30 November 2018, the trust produced a net asset value total return of -10.8%, following a steep fall from a high point reached only a few weeks previously. Over the same period, the All-Share Index and the World Index would have produced […]

• 18 Jan 2018 6 min read

  Independent publishes results for phenomenal year

  Independent publishes results for phenomenal year – Over the year to 30 November 2017, Independent Investment Trust produced a net asset value (NAV) total return of 54.8%.  However one measures performance this was, by some margin, the best annual result in the history of the Independent: theoretical investments in the All-Share Index and the World Index would […]

• 11 Dec 2017 1 min read

  Investment Trust Insider on Blue Prism’s inexorable rise

  Investment Trust Insider on Blue Prism’s inexorable rise Carthew: the beneficiaries of Blue Prism’s inexorable rise Occasionally, early stage technology companies can produce spectacular share price gains. When this happens, even relatively small investments can make a noticeable difference to a fund’s returns. Regular readers of my column may recall that I wrote about the […]

• 18 Oct 2017 2 min read

  JPMorgan Smaller Companies’ board calls for more conviction from manager

  JPMorgan Smaller Companies’ board calls for more conviction from manager – JPMorgan Smaller Companies says that, for the year ended 31 July 2017, the total return on its net assets was +31.0%, compared with +23.4% recorded by the benchmark index. However, the return to  shareholders was +28.7%, reflecting a widening of the share price discount […]

• 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 […]

• 20 Jun 2017 1 min read

  Investment Trust Insider on UK Small Cap

  From an economic standpoint recent news in the UK has been worrying. House prices are falling and so are retail sales. Inflation has exceeded the Bank of England’s target and so the monetary policy committee is edging closer to raising interest rates. We have a hung parliament and we are just about to embark on […]

• 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, […]

• 01 Sep 2016 4 min read

  Standard Life UK Smaller Companies beats benchmark by 10%

  For the year ended 30 June 2016, Standard Life UK Smaller Companies’ diluted net asset value total return was 4.1%, compared with a total return of -6.6% for its benchmark. The Board is recommending a final dividend of 5.20p per share, an increase on last year’s final dividend of 18.2%. If approved, the final dividend, […]

• 18 Jul 2016 2 min read

  Throgmorton ahead of benchmark

  For the six months ended 31 May 2016, BlackRock Throgmorton’s net asset value per share returned +1.9% compared with a return of +1.7% for the Numis Smaller Companies excluding AIM (excluding Investment Companies) Index. The FTSE All Share Index returned just 0.1% over the same period (all figures in sterling terms with income reinvested). The […]

• 14 Jul 2016 5 min read

  Housebuilding drags down Independent after a good six months

  The six month period ending 31 May 2016 Independent Investment Trust produced a net asset value total return of 5.7%.  The total returns notionally attributable to the FTSE All Share Index and the FTSE World Index were 0.1% and 3.9% respectively. The net asset value per share rose from 390.1p to 400.3p over the period, […]

• 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 […]

• 24 Mar 2016 1 min read

  JPMorgan Smaller Companies invests in resurgent UK consumer

  JPMorgan Smaller Companies’ interim results covering the six months ended 31 January 2016 show a  total return on net assets before dilution was -3.6% (-2.9% after dilution), which compares with -5.9% for the benchmark index. The return to ordinary shareholders was +0.6%. The manager says the outperformance of the fund over the period was due mainly […]

• 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 […]

• 09 Dec 2015 6 min read

  F&C Global Smaller ahead of benchmark

  F&C Global Smaller Companies‘ interims covering the six months ended 31 October 2015 show the fund delivering a -1.5% return on net assets and a -0.8% return to shareholders. The benchmark is 70% MSCI World ex UK Small Cap Index and 30% Numis UK Smaller Companies (excluding investment companies) Index. This showed a -4.0% total […]

• 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 […]

• 16 Oct 2015 1 min read

  JPMorgan Smaller Companies’ results ahead of benchmark

  JPMorgan Smaller Companies has announced results for the year ended 31 July 2015. Over that period the total return on net assets was 13.4%, which compares with 10.5% for the benchmark index (the FTSE Small Cap Index excluding investment trusts). The return to Ordinary shareholders was 14.6% reflecting a slight narrowing of the share price discount […]

• 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 […]

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