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Portfolio Update

19th May 2026 17:04

RNS Number : 9744E
Global Smaller Cos. Trust PLC (The)
19 May 2026
 

THE GLOBAL SMALLER COMPANIES TRUST PLC

LEI: 2138008RRULYQP8VP386

All data as at 30 April 2026

This data will shortly be available on the Company's website www.globalsmallercompanies.co.uk

Top Ten Holdings*

%

Schroder ISF Global Emerging Markets Smaller Companies Fund

5.3

Templeton Asian Smaller Companies Fund

3.9

The Scottish Oriental Smaller Companies Trust

3.7

Utilico Emerging Markets Trust

3.3

Wheaton Precious Metals

2.2

MaxLinear

2.2

Kirby

2.0

The Ensign Group

1.7

Curtiss Wright

1.6

Martin Marietta Materials

1.4

Total

 

 

 

 

27.3

Top Ten Equity Holdings (excluding collective funds)

%

Wheaton Precious Metals

2.2

MaxLinear

2.2

Kirby

2.0

The Ensign Group

1.7

Curtiss Wright

1.6

Martin Marietta Materials

1.4

Advanced Energy Industries

1.4

Brixmor Property Group

1.4

Avnet

1.3

Encompass Health

1.3

Total

 

 

 

 

16.5

Trust Geographical Breakdown

%

North America

43.6

UK

15.3

Rest of World

16.2

Japan

11.6

Continental Europe

9.7

Cash & Fixed Interest

3.6

Total

 

 

 

 

100.0

 

 

Note: All percentages are based on Gross Assets

* The portfolio obtains exposure in the Rest of World (Asia, Latin America and some other smaller markets outside the main regions) through a number of third party managed funds as opposed to individual holdings. Columbia Threadneedle Investments is responsible for selecting the appropriate funds to use for these markets.

 

Net Gearing

2.35%

 

 

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END
 
 
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