BlackRock Throgmorton Trust plc

BlackRock Throgmorton Trust plc
BlackRock Fund Managers Limited
Closed Ended Investment Company
UK Smaller Companies
0.59 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.9 %
Numis SC Plus AIM Ex Invt Com TR GBP
Fund Size
£ 463.08 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) 6.54 %
BlackRock ICS Stlg LiqEnvtlyAwr Agcy Inc 3.86 %
YouGov PLC 3.79 %
Serco Group PLC 3.09 %
IntegraFin Holdings PLC 3.02 %
QinetiQ Group PLC 2.60 %
Dechra Pharmaceuticals PLC 2.58 %
Breedon Group PLC 2.56 %
4imprint Group PLC 2.21 %
Gamma Communications PLC 2.21 %
Region %
United Kingdom 92.01 %
Sector %
Industrials 20.31 %
Consumer Cyclical 17.01 %
Technology 14.21 %
Communication Services 13.39 %
Financial Services 11.99 %
Healthcare 8.12 %
Real Estate 5.97 %
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.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.