Downing Strategic Micro-Cap Inv. Trust plc

Downing Strategic Micro-Cap Inv. Trust plc
Downing LLP
Closed Ended Investment Company
UK Smaller Companies
1.83 %
3 Year Sharpe
2.5 %
Fund Size
£ 28.94 million
Discount Premium
To generate long-term shareholders returns, mainly in the form of capital growth through a focused portfolio of UK micro-cap investments comprising of quoted and unquoted holdings.
Holding %
Real Good Food 10% Loan Note 14.47 %
Volex 12.93 %
Adept Technology Group PLC 8.74 %
Synergetics Inc 8.55 %
Hargreaves Services PLC 7.43 %
Ramsdens Holdings PLC 6.28 %
Duke Royalty 4.64 %
Braemar Shipping Services PLC 4.54 %
Gama Aviation PLC 3.67 %
Real Good Food 12% c Secured Guaranteed Loan Note 2.87 %
Region %
United Kingdom 82.33 %
United States 17.67 %
Sector %
Industrials 36.43 %
Technology 23.14 %
Communication Services 18.05 %
Basic materials 15.36 %
Healthcare 5.43 %
Downing LLP
EC3R 6HD, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Judith Mackenzie
Joined 05/09/2017
James Lynch
Joined 05/09/2017

James Lynch is an investment manager in the Fixed Income team and is responsible for analysing inflation-linked government bonds. He joined us in 2012 from Morgan Stanley where he was a director in the OTC derivatives department. James studied Economics at Stirling University.

Nicholas Hawthorn
Joined 05/09/2017
Cheryl Vickers
Joined 05/09/2017

Data provided by Morningstar.

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