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Data as at: 04/12/2025
Fund manager benchmark
Russell 2000 Ind/Tech TR USD [33.30%]; Deutsche Numis SC Pl AIM ExIvt Cm TR GBP [66.70%]
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Herald Investment Trust | Share price total return | -0.2 | 30.1 | 16.1 | 223.8 |
| Global Smaller Companies AIC sector | Share price total return | 3.2 | 19.6 | -0.1 | 135.2 |
| Herald Investment Trust | NAV total return | 6.7 | 25.4 | 25.4 | 203.0 |
| Global Smaller Companies AIC sector | NAV total return | 3.1 | 16.7 | 8.8 | 142.5 |
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Discrete annual performance (%)
| Return type | 04/12/20 - 21 | 04/12/21 - 22 | 04/12/22 - 23 | 04/12/23 - 24 | 04/12/24 - 25 | |
|---|---|---|---|---|---|---|
| Herald Investment Trust | Share price total return | 14.5 | -24.1 | -1.4 | 33.6 | -0.2 |
| Herald Investment Trust | NAV total return | 22.7 | -18.8 | -3.4 | 21.5 | 6.7 |
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Interactive chart
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
