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Herald Investment Trust : HRI

Herald Investment Trust seeks to achieve capital appreciation through investments in smaller quoted companies, in the areas of technology, communications and multi-media. Investments will be made throughout the world. The business activities of investee companies will include information technology, broadcasting, printing and publishing and the supply of components, equipment and services to these companies.

There is no relevant benchmark, so a hybrid is used as a measure of performance, which is 2/3rd the Numis Smaller Companies Index including AIM in the UK and 1/3rd the Russell 2000 Technology Index in the US.

We have written a number of notes that explain how the fund works: “Investing in the future“, “Tech bids demonstrate value“, “Who wants to be a billionaire“, “Backing growing businesses“, “From small acorns…“, and “Shifting sentiment

You can access the manager’s website here

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