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Data as at: 17/04/2024
Fund manager benchmark
(Russell 2000 Ind/Tech TR USD) 33.300% + ( Deutsche Numis SC Pl AIM ExIvt Cm TR GBP) 66.700%
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Herald Investment Trust | Share price total return | 17.7 | -11.9 | 58.6 | 205.7 |
| Global Smaller Companies AIC sector | Share price total return | 3.5 | -23.9 | 22.8 | 129.0 |
| Herald Investment Trust | NAV total return | 14.1 | -7.7 | 54.9 | 190.9 |
| Global Smaller Companies AIC sector | NAV total return | 1.7 | -15.1 | 34.0 | 145.8 |
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Discrete annual performance (%)
| Return type | 17/04/19 - 20 | 17/04/20 - 21 | 17/04/21 - 22 | 17/04/22 - 23 | 17/04/23 - 24 | |
|---|---|---|---|---|---|---|
| Herald Investment Trust | Share price total return | -0.5 | 80.9 | -21.3 | -5.0 | 17.7 |
| Herald Investment Trust | NAV total return | -0.3 | 68.4 | -9.6 | -10.6 | 14.1 |
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Interactive graph
This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.
Data provided by Morningstar.
Company documents provided by FE fundinfo.
