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AAA-rated Horner: Small-cap income and trusts go hand in hand
by Robert St George on Feb 10, 2014 at 15:41
David Horner, a Citywire AAA-rated manager, shares his thoughts on investing for income in small-caps with Wealth Manager.
Over the past three years Chelverton UK Equity Income has returned 69.5%, compared with an average of 37.4% from its IMA UK Equity Income peer group.
The Chelverton Growth Trust has returned 100% through the same period, and the Small Companies Dividend Trust 114%. The equivalent figure from the FTSE All Share has been 27.8%.
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on Mar 07, 2014 at 13:36