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Smithson Investment Trust Asset Return Outperforms Benchmark

26th Feb 2020 18:46

(Alliance News) - Smithson Investment Trust PLC on Wednesday said it significantly outperformed its benchmark in its first set of annual results since stock listing.

The trust - which commenced trading in October 2018 and entered the FTSE 250 Index in December 2018 - said its net asset value total return from the company's stock listing on October 19, 2018, to December 31, 2019, was 25.5% compared to its benchmark the MSCI World SMID Index which recorded NAV total return at 11.8%.

For the year to December-end, NAV total return stood at 33.2% versus 21.9% benchmark return.

NAV per share stood at 1,255.2 pence at December 31, with net assets of GBP1.44 billion.

As at December 31, the share price was recorded at GBP12.98, reflecting a premium to net asset value of 3.4%. At the beginning of the period, share price was recorded at GBP10.

Smithson Investment shares closed 0.2% lower at 1,302.00 pence each on Wednesday in London.

Smithson said it would not pay a dividend, adding that all earnings will be retained for reinvestment.

Looking ahead, the trust said it believes the investment case for global small and mid-cap equities remains compelling for capital growth in the medium to long-term, despite the potential effect of factors such as Brexit, the US elections and coronavirus on the markets in the short term.

By Ife Taiwo; [email protected]

Copyright 2020 Alliance News Limited. All Rights Reserved.


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