Herald Investment Trust PLC (HRI.L) Research

Herald Investment Trust PLC is a UK-based, closed-ended equity investment vehicle that commenced operations on February 16, 1994. Managed by Herald Investment Management Limited, it actively seeks opportunities in publicly traded companies across global markets. The fund concentrates its investments primarily on small-cap firms—defined as those possessing market capitalizations under £750 million—within the dynamic technology, telecommunications, and multi-media sectors. Its financial performance is evaluated against a bespoke composite benchmark, which combines 33.33% of the Russell 2000 Technology Index with 66.66% of the Numis Smaller Companies Index.

Market snapshot

Symbol
HRI.L
Price
$3,090
Day change
-1.12%
Market cap
$1.5B
P/E ratio
15.53x
52-week range
2190-3474.89
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Aberforth Smaller Companies Trust Plc (ASL.L)
  • The Bankers Investment Trust PLC (BNKR.L)
  • BlackRock World Mining Trust plc (BRWM.L)
  • The Edinburgh Investment Trust plc (EDIN.L)
  • Finsbury Growth & Income Trust PLC (FGT.L)
  • ICG Enterprise Trust PLC (ICGT.L)
  • JPMorgan Japanese Investment Trust plc (JFJ.L)
  • JPMorgan Emerging Markets Investment Trust plc (JMG.L)

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