Henderson Smaller Companies IT Live Discussion

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IOMINVESTCOM 12 Feb 2018

Director buys @ 8.55 LONDON (Alliance News) - Henderson Smaller Companies Investment Trust PLC said Monday Director Mary Ann Sieghart increased her stake in the company in a transaction on Thursday last week.Sieghart bought 1,500 shares at a price of 855.00 pence each, for GBP12,825. Its shares were up 1.9% on Monday at 858.00p.Following the deal, she now holds 9,038 Henderson shares, around 0.01% of its existing share capital.

II Editor 24 Jan 2018

NEW ARTICLE: The Colonel: Bitcoin, cryptocobblers, Tesla and Lloyds Bank "Bitcon. Everything interesting last year was overshadowed by dreary nonsense about bitcoin and so-called cryptocurrencies - even into 2018. Cryptocobblers more like. I've heard some poppycock in my time, but all this rot really takes the biscoin ..."[link]

Ripley94 11 Feb 2017

Re: NEW ARTICLE: 2014 the year for UK smalle... Came across this again .!!! via mistycreamybib ( acta ) see asl ... both on link to "money observer "

II Editor 14 Dec 2016

NEW ARTICLE: Do fund managers with 'skin in the game' perform better? "When thinking about investing in a fund, there will be certain questions you want answers to. You'll want to know about cost, what it invests in, the manager's track record, volatility and objectives.But there's one question that investors tend ..."[link]

Charityman 22 Oct 2016

Re: Questor investment trust tip HSL is down 8.5% this year (I topped up in January) so there is definitely room for improvement !

IOMINVESTCOM 30 Sep 2016

Questor investment trust tip [link]

PIE-EATER 23 Sep 2016

Re: performance, lack thereof RE UT and IT relative performance......that surprises me a bit, over what time frame?....haven't verified, just taken your word. One thing I would say is that a good smaller cap manager is probably more important to performance than in many other sectors, especially when many funds / trusts become quasi trackers higher up the cap scale. David Horner, Giles Hargreaves Gervais Williams etc stand out, along with a few others Phillip Rodrigues (been quiet lately?) Neil Harmon and Fraser Mackie (looks promising)Have dipped a toe in with this a while ago but to be honest never been fully comfortable, can't give a tangible reason. Really must top up or cut out...sitting on the fence so to speak is no use at all.PE

knight1307 12 Aug 2016

Re: performance, lack thereof Just look at the chart you bought at the top of a massive spike, generally what happens after a spike up you get a spike down. Bad timing. Overall this is a good performer, I would not say around 20% in the last month is not bad at all

Charityman 12 Aug 2016

Re: performance, lack thereof I bought at 508 in September 2013 and topped up in January this year at 684 when it seemed to be on a steady rise, but that proved to be it's peak.Now it's 603, twelve percent down from January so I am not impressed at all with 2016's performance.I am beginning to regret the January purchase.

jsan22 20 May 2016

Re: performance, lack thereof H44, thanks for taking the time for a considered reply. You make some very good points, and while I was aware that HSL tended to the mid-caps, I hadn't realized the extent of that.On the subject of comparative performance, it can be difficult to gauge, and as you imply, funds don't fit neatly into categories. For example, looking at the UK all companies ,some of the best performing funds are, in the main, invested in smaller cos (eg Slater Growth)I can never be sure how my F&C global smaller companies is doing relatively, because no-one else seems to run a fund like itOne thing I've noticed looking at the UK smaller cos sector, is that the top UTs tend to perform as well or better than the ITs which I found surprising, (though possibly with higher fees) regardsJ

holland44 17 May 2016

Re: performance, lack thereof The same was being said about SLS last year as it had been "off" for a couple of years, and of course it promptly made a decent recovery and is now well up in the shorter-term rankings. However according to Trustnet SLS's 3-year NAV performance is still only much the same as HSL, and both are average performers compared with the likes of SEC and Rights and Issues over 3 years.However HSL's manager has been around a good while, and the trust has low charges and an excellent 5-year record. When I look at the list of holdings, there's nothing that immediately stands out as odd or poorly-chosen: no large orientation towards banks or oil and gas, for example.Perhaps also you're not comparing like-with-like? HSL is more mid-cap orientated than other small company trusts, so perhaps it is better compared with trusts in the All-Companies sector rather than UK Smaller Companies? In which case its 3-year NAV performance is second-only to JMF, and its NAV performance over 1 year, though not stellar, is still mid-table and similar to SCP, which is a well thought-of mid-cap trust, or Mark Barnett's Keystone and IVPU.

jsan22 16 May 2016

performance, lack thereof Hi all, this one is beginning to smell a bit off.Lowest performance in the last year and pretty poor over 3 years.I am loathe to sell "good" funds when they are at low points as they tend to bounce back.However, this one is trying my patience a bit.Any opinions welcome.

knight1307 23 Jul 2015

Re: Rise If you like someone else doing it for you look at the best UT in the same sector. I hold Neptune mid and Fidelity smaller both outperformed my Henderson IT.

Ripley94 22 Jul 2015

Re: NEW ARTICLE: 2014 the year for UK smalle... ii 8% dis. others in write up.

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