Investment Trusts

Invesco Perpetual UK Smaller Companies Investment Trust Plc

IPU:LSE

Invesco Perpetual UK Smaller Companies Investment Trust Plc

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  • Price (GBX)414.00
  • Today's Change1.00 / 0.24%
  • Shares traded2.90k
  • 1 Year change-3.27%
  • Beta1.3546
Data delayed at least 20 minutes, as of May 02 2024 09:27 BST.
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Top holdings

30.89%Per cent of portfolio in top holdings
Holding% of portfolio
4imprint Group PLC4.95%
JTC PLC Ordinary Shares3.80%
Hollywood Bowl Group PLC3.19%
Hill & Smith PLC3.07%
Hilton Food Group PLC2.86%
Chemring Group PLC2.73%
Serco Group PLC2.67%
CVS Group PLC2.61%
Alfa Financial Software Holdings PLC2.60%
Advanced Medical Solutions Group PLC2.41%
As of Jan 31 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Industrials25.52%
Consumer Cyclical21.51%
Technology16.14%
Communications Equipment10.57%
Financial Services10.40%
Basic Materials4.31%
Consumer Defensive3.77%
Healthcare2.85%
Energy2.56%
Real Estate2.38%
As of Jan 31 2024.

Regional holdings

Holding% of portfolio
UK96.13%
Ireland2.04%
Singapore1.28%
Australia0.56%
As of Jan 31 2024.
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