Henderson Smaller Compan... Share Discussion Threads

[the oak tree] 23/1/2018 16:57

Agree, imo one needs these as part of your portfolio. But personally I don't think you should use from 2009 as that was just after the crash of 2008! Its hardly a fair comparison.

The good news is if you do it from just before the crash to todays date these both do very well.

We will go through another crash , thats life. It normally happens when people can't remmeber the last one. Hence why it can often be once per decade.

The lesson though is to ignore all that and just keep invested. In the long term thats what wins hands down. Timing is a mugs game. Im saying tha with a bit of cash held back but there you go! lol

[henryatkin] 23/1/2018 11:16

Today HSL & BRSC have both achieved an average 23% pa for the nine years since 2009. Thats a total gain of 650%. Lesson learnt.

[davebowler] 19/12/2017 13:26

18 December 2017, the unaudited net asset value per share
calculated
in accordance with the AIC formula (including current financial year revenue items) was
973.1p.

[davebowler] 24/11/2017 10:00

Extract -Other smaller companies trusts with high Z-scores are: Henderson Smaller Companies (LON:HSL), Aberdeen Smaller Companies Income (LON:ASCI), and BlackRock Smaller Companies (LON:BRSC).

Z-scores can be a useful starting point, but they do not tell you how the trust will perform in the future, so it’s always important to look carefully at the fundamentals so that you can make an informed decision.

Each investment trust’s Z-score is published on the Morningstar website and you may also come across them in the financial press. If you decide to use them please be aware that they often change quickly as the discounts can widen or tighten dramatically over the course of a single day.

[its the oxman] 12/11/2017 11:17

Ultra Electronics was an unfortunate stock example from the agm video.

[davebowler] 21/7/2017 16:01

As at close of business on 20 July 2017,
the unaudited net asset value per share
calculated in accordance with the AIC
formula (including current financial year
revenue items) was 921.1p.

[davebowler] 18/7/2017 15:19

17 July 2017,
The unaudited net asset value per share
calculated in accordance with the AIC
formula (including current financial year
revenue items) was 906.6p.

[tudes100] 16/5/2017 03:08

Looking very strong, couldn't see a higher volume day for over 18 months.

[biggest bill] 12/5/2017 10:28

For a short period there, it was actually cheaper to buy than it was to sell. Needless to say, I took full advantage.

[its the oxman] 11/5/2017 16:33

Almost 17% discount. Far too wide.

[mad foetus] 11/5/2017 12:41

Topped up, another £11k worth at 750.

[mad foetus] 11/5/2017 12:25

NAV over 907p, nice to break the £9 level.

[mad foetus] 03/5/2017 14:19

NAV up to 899.9p.

[davebowler] 28/4/2017 17:44

As at close of business on 27 April 2017, the unaudited net asset value per
share calculated
in accordance with the AIC formula (including current financial year revenue
items) was 886.0p.

[its the oxman] 28/4/2017 16:32

Added today. Quality holdings here at a big discount and modest but growing div.

[mad foetus] 28/4/2017 10:08

Topped up, the NAV has put on 25p this week and the share price hasn't moved. Bargain time again.

[davebowler] 12/4/2017 11:20

On 10 April 2017, the unaudited net asset value per share calculated
in accordance with the AIC formula (including current financial year items) was 852.8p.

[mad foetus] 18/3/2017 09:04

Topped up yesterday, sold some HOT at 972 and bought in here at 703. HOTs discount has closed from above 20 to around 10, and I bought at around 820, so it's been a good run, but there is more value here at the moment.

[jimbox1] 14/2/2017 17:29

Special Offer!
Smaller Companies £1 Off!

[davebowler] 14/2/2017 15:50

As at close of business on 13 February
2017, the unaudited net asset value per
share calculated in accordance with the
AIC formula (including current financial
year revenue items) was 826.6p.

[mozy123] 14/2/2017 15:28

About time!

[gorse] 14/2/2017 15:15

NAV still rising, and discount narrowing.

[mad foetus] 08/2/2017 13:25

NAV up sharply again, if my maths is right discount is now around 19%