Investment Company Performance Tables

The Performance Table tool allows you to see how Investment Companies are performing by comparing them to their peers.

Performance Table Controls
reverse the order Name
Price
30 Day Chg
Beta
NAV (Est.)
Gearing
Discount
Div Yield
Div Growth 1yr
3 Mth Chg
1 Year Chg
3 Year Chg
Aberforth Smaller Companies Trust 1,466.00p 7.32% 0.0 1,355.85p 2 8.12% 2.83% 6.41% 15.25% 15.98% -3.81%
Aberforth Split Level Income Trust 83.75p 17.30% 0.0 86.55p 31 -3.24% 5.97% 16.28% 12.27% 17.63% -5.69%
Abrdn UK Smaller Companies Growth Trust 492.50p 8.84% n/a 503.71p 5 -2.23% 2.23% 35.80% 13.74% 12.96% -23.76%
Athelney Trust 177.50p -2.74% n/a 228.06p n/a -22.17% 5.52% 2.08% -4.05% -8.97% -19.32%
BlackRock Smaller Companies Trust 1,440.00p 6.19% n/a 1,434.54p 10 0.38% 2.78% 14.29% 8.76% 8.43% -22.99%
Blackrock Throgmorton Trust 604.00p 2.03% 0.0 541.68p 26 11.50% 2.44% 32.88% 1.00% 1.68% -29.11%
Downing Strategic Micro-Cap Investment Trust Red 32.00p -47.54% n/a 73.55p n/a -56.49% 0.00% n/a -48.18% -50.96% -57.89%
Henderson Smaller Companies Inv Trust 834.00p 5.57% n/a 934.60p 7 -10.76% 3.12% 8.33% 9.16% 3.35% -32.08%
Invesco Perpetual UK Smaller Companies Inv Trust 417.00p -1.18% 0.0 522.33p n/a -20.17% 4.07% -5.99% -1.42% -2.34% -30.96%
Jpmorgan Uk Small Cap Growth & Income 326.00p 12.41% n/a 243.90p 15 33.66% n/a 11.59% 14.39% 18.12% -15.87%
Miton UK Microcap Trust 51.20p 5.57% 0.0 54.90p n/a -6.74% 0.29% 0.00% 5.79% -13.95% -52.37%
Montanaro UK Smaller Companies Inv Trust 106.50p 6.93% 0.0 131.40p 9 -18.95% 4.23% -29.69% 8.45% -0.93% -31.07%
Odyssean Investment Trust 166.50p 8.12% n/a 98.85p n/a 68.44% 0.00% n/a 2.78% 0.30% 14.83%
Rights & Issues Investment Trust 2,290.00p 8.53% n/a 2,212.89p n/a 3.48% 1.88% 7.50% 10.10% 16.54% -9.13%
River and Mercantile UK Micro Cap Investment Company Limited 178.50p 8.51% n/a 190.31p n/a -6.21% n/a n/a 9.17% 19.00% -41.76%
Rockwood Strategic 242.50p 17.72% 0.0 1,127.98p n/a -78.50% 0.00% n/a 20.65% 20.05% 59.02%
Strategic Equity Capital 343.00p 6.19% n/a 258.33p n/a 32.78% n/a 25.00% 9.94% 10.82% 14.33%
SVM UK Emerging Fund 65.50p 4.80% n/a 111.18p n/a -41.09% 0.00% n/a 3.15% -2.96% -36.10%

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