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...small-cap Russell 2000....
...Georgina Brittain, manager of the JPMorgan UK Small Cap Growth & Income trust, notes that in the past, mid-caps have traded at a premium to the FTSE 100 as they are considered more nimble and faster growing...
...Another key holding for the investment trust is insuretech business WeFox, which is showing signs of rapid growth....
...Quarterly meetings will also be held in Downing Street to hear the views of small and medium-sized companies, alongside those represented on the business council....
...So I think that large cap should do very well. But I think for listed companies that are small, that don’t have large proprietary data sets, this is going to be a challenging time, actually....
...Armour argued that over the cycle “it makes sense to stick to the market cap-weighted index”, which benefits from lower turnover and therefore costs....
...In terms of index trackers, BlackRock’s iShares offers one for the MSCI India index (up 48 per cent in the past five years) and another for the MSCI India Small Cap (up 67 per cent in the past five years...
...Letter in response to this article: What’s happening to UK small-caps is a tragedy / From Clarke Pitts, London SW17, UK...
...So no foreign stocks, and no small caps....
...Mortgage or Polar Cap Technology....
...Could now be a good time to buy UK small-caps?...
...As we recently discussed, names such as BlackRock Throgmorton could serve as a good play on small and mid-caps....
...You get more mid-caps, what I’d call a mid-cap, and less big-caps by switching. Some of these funds related to the Russell index rather than the Standard & Poor’s index....
...One last point — the table suggests that in fact most investors would have been much better off investing in a biotech tracker such as the Invesco Nasdaq Biotech index rather than the small-cap/private funds...
...Small to mid-cap companies were particularly exposed to the impact of rising inflation and interest rates....
...Antarctic sea ice hit a record low for the month of June, increasing calls from scientists to intensify research and monitoring of the Earth’s polar ice caps....
...Jupiter Green trades on a discount of 21.7 per cent, which is perhaps unsurprising considering it has lost 29.3 per cent in the past year: its benchmark is the MSCI World Small Cap Index, which has not been...
...Jupiter has not suffered alone: volatile markets and stiff competition from lower-cost index-tracking products have troubled many active fund managers....
...A purist approach can involve a concentrated portfolio of companies focused closely on the given theme, many of which tend to be small or mid-cap stocks....
...It’s a different story for UK small-caps. Total returns on the Numis smaller companies index have dipped 18 per cent in the same period, and an even steeper 26 per cent on the Numis Aim index....
...BlackRock Throgmorton, investor in the UK’s “most differentiated and exciting” small caps, lost 21 per cent in the first three months of the year, figures posted on Monday show....
...But Scottish Mortgage Investment Trust (SMT), the biggest UK trust by market cap until very recently, is likely to have been viewed as more of a core holding in recent years....
...In economic terms, the “misery index” is defined as the sum of inflation and unemployment....
...Could building the inflation-proofed dumb portfolio be as easy as take 60/40, sprinkle in some Tips and small caps, and call it a day?...
...And it was a very tough year for certain types of companies — small-caps, growth companies and private equity — because investors began to really worry about how these companies were going to manage the...
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