BlackRock Throgmorton Trust plc

BlackRock Throgmorton Trust plc
BlackRock Fund Managers Limited
Closed Ended Investment Company
UK Smaller Companies
0.57 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.7 %
Numis SC Plus AIM Ex Invt Com TR GBP
Fund Size
£ 456.33 million
Discount Premium
The objective is to provide shareholders with long term capital growth and an attractive total return through investment primarily in UK smaller and mid-cap companies traded on the LSE. Company may hold up to 15% of its GA, in securities of companies which are listed or traded on a stock exchange outside the UK. In normal circumstances, company will likely hold a mixture of long and short CFDs and/or comparable equity derivatives that would result in a typical net market exposure of between 100% and 115%.
Holding %
Short Cfd Positions (Various) 16.34 %
Dechra Pharmaceuticals PLC 3.90 %
AVEVA Group PLC 3.82 %
4imprint Group PLC 3.75 %
YouGov PLC 3.69 %
IntegraFin Holdings PLC 3.29 %
JD Sports Fashion PLC 3.22 %
Bodycote PLC 3.07 %
Workspace Group PLC 3.02 %
WH Smith PLC 2.90 %
Region %
United Kingdom 87.81 %
Sector %
Consumer Cyclical 26.12 %
Technology 16.75 %
Industrials 15.56 %
Financial Services 12.79 %
Healthcare 9.88 %
Real Estate 8.21 %
Basic materials 5.90 %
BlackRock Fund Managers Limited
EC2N 2DL, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Dan Whitestone
Joined 03/26/2015

Daniel Whitestone is a member of the UK Equity team in the Fundamental Equity division of BlackRock's Alpha Strategies Group. He is responsible for researching the travel and leisure sector. His service with the firm dates back to 2013. Prior to joining BlackRock, he worked for UBS, where he was the head of the UK small and mid-cap sales desk and ranked the number one salesperson in the Extel Small/Mid-Cap sales ratings in 2011 and 2012. Prior to working at UBS, he joined Noble and Co in 2006 as a UK small and mid-cap salesman. He began his career at Accenture, in 2003 as a strategy consultant. Dan has a degree in Combined Studies.

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