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HERALD INVESTMENT TRUST PLC
ADDITIONAL PERFORMANCE STATISTICS RELATED TO THE ANNUAL FINANCIAL REPORT
INTERNAL RATE OF RETURN (IRR) PERCENTAGE RETURNS BY REGION AND MARKET CAP
Total return for companies in 2019 by region | Investment Market Value at 31st December 2019 | |||
Market capitalisation <$1bn | Market capitalisation >$1bn | Market capitalisation <$1bn | Market capitalisation >$1bn | |
Herald - Asia | 12.7% | 43.7% | £36.7m | £40.1m |
Herald - Europe Middle East and Africa | 23.1% | 89.8% | £50.4m | £17.0m |
Herald - North America | 35.9% | 40.9% | £52.1m | £205.7m |
Herald - UK | 16.6% | 77.3% | £400.7m | £185.4m |
Herald - Total | 19.1% | 56.5% | £539.9m | £448.2m |
IRR STERLING PERCENTAGE RETURNS BY REGION*
1 year | 5 year | 10 year | |
Herald - UK | 30.2 | 105.5 | 339.0 |
Numis Smaller Companies Index plus AIM (ex. investment company) | 22.2 | 52.4 | 166.1 |
Herald - North America | 39.5 | 171.4 | 559.7 |
Russell 2000 Technology Index£ total return | 29.7 | 135.4 | 409.9 |
Herald - Asia | 29.3 | 78.3 | 153.3 |
Herald - Europe Middle East and Africa | 38.9 | 181.0 | 584.5 |
Herald - Total Return NAV per Share | 27.5 | 105.1 | 298.3 |
*IRR (costs including those of borrowing and interest rate swaps are accounted for at Company level)
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Additional Performance Statistics - RNS
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Herald Investment Trust plc published this content on 19 February 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 19 February 2020 10:52:07 UTC