Overview
Chelverton Growth Trust objective is to provide capital growth through investment in companies listed on the Official List and traded on the Alternative Investment Market (AIM) with a market capitalisation at the time of investment of up to £50 million, which the Manager believes to be at a “point of change”.
Chelverton Growth Trust will invest in unquoted investments where it is believed that there is a likelihood of the shares becoming listed or traded on AIM or the investee company being sold.
Their website can be found at this link.
Research History
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12 Nov 2020 6 min read
QuotedData’s Economic Roundup – November 2020
Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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08 Jun 2020 11 min read
QuotedData’s Economic Roundup – June 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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07 Apr 2020 11 min read
QuotedData’s Investment Companies Roundup – April 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over March: An update note […]
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10 Jan 2020 10 min read
QuotedData’s economic roundup – January 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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06 Dec 2019 7 min read
QuotedData’s economic roundup – December 2019
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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07 Jun 2019 7 min read
QuotedData’s economic roundup – June 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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07 Dec 2016 1 min read
QuotedData investment companies roundup – December 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2016. december-investment-companies-roundup
News
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14 Nov 2018 1 min read
Chelverton Growth Trust has decided to wind up
Chelverton Growth Trust has decided to wind up- Chelverton Growth Trust has seen a significant decline in the net assets value per share from 85.63p to 60.48p which is a decrease of 29.37%. Which is a reverse of the gains made from last year. Also, in the same period the index for the MSCI Small […]
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19 Jul 2018 1 min read
Investment Trust Insider on how to grow trusts
Investment Trust Insider on how to grow trusts James Carthew: imponderable questions in quest for scale Last week I addressed the uphill battle Ashoka India Equity (AIE) faces if it wants to expand, having raised just £46.5 million in its flotation. It is by no means the smallest fund out there, however. Many of the very smallest funds […]
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09 Nov 2017 3 min read
Chelverton Growth posts significant outperformance
Chelverton Growth posts significant outperformance – Over the year to 31 August 2017, Chelverton Growth Trust’s net asset value per share increased by 36.9% to 85.63p. This represents a significant outperformance over the benchmark index, the MSCI Small Cap UK Index which rose by 13.7%. Within the portfolio: The biggest change in the year to the […]
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07 Nov 2016 2 min read
Chelverton Growth says no reason for the premium to be maintained
Over the year to 31 August 2016, Chelverton Growth Trust’s NAV increased from 54.95p to 62.53p – an increase of 13.79% a significant outperformance over the Company’s benchmark index, the MSCI Small Cap UK Index which rose by 3.78%. On the share price, the chairman says “It would be my reasonable expectation that the share […]
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21 Jul 2016 4 min read
Small Companies Dividend Trust provides a year of strong outperformance
Small Companies Dividend Trust has announced its annual results for the year ended 30 April 2016. During the year, the Trust’s NAV per ordinary share increased by 8.44% whilst its ordinary share price increased by 17.41%. Total dividends for the year are 9.1p per ordinary share including a special dividend of 1.6p. During the same […]
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01 Jul 2016 3 min read
Miton Global Opportunities flat after rollercoaster year
Miton Global Opportunities has released results for the year ended 30 April 2016. The net asset value per share rose to 182.4p, a total return of 0.4% – there is no dividend. The manager says the company’s shares ended the financial year standing at an all-time high, moving from 162.75p to 164.25p during the year. […]
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27 Apr 2016 3 min read
Chelverton boosted by unquoted write up
Chelverton Growth Trust’s half year results for the six months ended 29 February 2016 show its Net Asset Value per share rising by 4.1% from 54.95p to 57.21p. This compares favourably to its benchmark indices, the AIM All-share index and the MSCI Small Cap UK, which declined by 5.1% and 2.7% respectively. The share price increased by […]
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08 Jan 2016 3 min read
Miton Global Opportunities underperforms in first half
Miton Global Opportunities, formerly Miton Worldwide Growth Investment Trust PLC, has announced its interim results for the six-months ended 31 October 2015. During the period, the company’s NAV total return was -4.4% and its share price total return was -2.8%. These compare against a return of -3.6% on the MSCI world and a 1.3% return […]
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10 Nov 2015 2 min read
25% tender planned for Chelverton as sells Parmenion
Chelverton Growth Trust has announced results for the year ended 31 August 2015. Unfortunately the fund underperformed its benchmark index – the net asset value rose by 6.95% while the MSCI UK Small cap Index rose by 9.77%. Since the year end though they have had some good news as their largest investment (37% of […]
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11 Nov 2014 1 min read
Chelverton Growth Trust driven by uplift in unquoted holdings
CGW : Chelverton Growth Trust driven by uplift in unquoted holdings Over the year to the end of August 2014 Chelverton Growth Trust generated outperformance over the MSCI Small Cap UK Index with a total return on net assets of 14.5% vs. a 7.5% return on the index. The company’s rating improved dramatically (from a discount […]
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03 Apr 2014 1 min read
Chelverton Growth Trust : CGW – interim results
Chelverton Growth Trust has released its results for the six months ended 28 February 2014. Over that period the net asset value per share increased from 44.87p to 49.98p, an increase of 11.4%. In the same period the Company’s benchmark index, the MSCI Small Cap UK index increased by some 17.2%. The Chairman attributes the underperformance to the volatility of […]
