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News
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18 Jan 2018 4 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 […]
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01 Jun 2016 2 min read
Schroder UK Mid Cap scraps performance fee
Schroder UK Mid Cap has published results for the six months ended 31 March 2016. The company’s net asset value produced a total return of 3.0%, compared to a total return of 2.2% for the company’s benchmark, the FTSE 250 (ex Investment Companies) Index. However the performance of the company’s share price disappointed during the period, […]
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31 Aug 2015 1 min read
Acorn Income Fund cashes in on FTSE Hedge
Over the first half of 2015 Acorn Income Fund generated a return on its gross assets of 11.9% – marginally ahead of the 11.8% return posted by the Numis Smaller Companies Index (ex investment companies). Thanks to the gearing effect of the zeros, the total NAV return on the ordinary shares was 16.3%. The return […]
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19 Feb 2015 1 min read
Allocate Software boosts Herald’s NAV but discount hurts investors
Herald Investment Trust’s results for the year ended 31 December 2014 show its asset value outperforming its benchmark but shareholders losing money as its discount widened. The total return on net assets for the year was 1.3% while a blend of the Numis Smaller Companies Index plus AIM excluding investment companies and the Russell 2000 (small cap) […]
