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Data as at: 03/02/2025
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 | 18.8 | 16.1 | 59.4 | 245.1 |
| Global Smaller Companies AIC sector | Share price total return | 13.4 | -3.3 | 24.3 | 152.0 |
| Herald Investment Trust | NAV total return | 12.6 | 5.6 | 52.4 | 211.6 |
| Global Smaller Companies AIC sector | NAV total return | 11.6 | 2.6 | 34.5 | 156.2 |
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Discrete annual performance (%)
| Return type | 03/02/20 - 21 | 03/02/21 - 22 | 03/02/22 - 23 | 03/02/23 - 24 | 03/02/24 - 25 | |
|---|---|---|---|---|---|---|
| Herald Investment Trust | Share price total return | 61.4 | -14.0 | -4.1 | 2.4 | 18.8 |
| Herald Investment Trust | NAV total return | 47.2 | -4.1 | -4.4 | 0.0 | 12.6 |
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Interactive graph
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
