TIDMHRI

Herald Investment Trust PLC

12 June 2018

Herald Investment Trust - Update research from QuotedData

12(th) June 2018

From small acorns....

Herald Investment Trust (HRI) provided very strong returns during 2017 (NAV and share-price total returns of 26.9% and 32.7% respectively) with positive contributions coming from all of its regional portfolios.

During 2017, a significant proportion of HRI's NAV performance came from 24 holdings, all of which at least doubled in share price terms. These stocks, which accounted for 8.2% of the portfolio at the beginning of 2017, contributed 63% of HRI's aggregate return. This neatly illustrates that, in the technology space, a holding that might appear insignificant can very quickly become important once it starts to move. This also provides some validation of the manager's strategy of maintaining an extensively diversified portfolio.

Full research:

https://quoteddata.com/2018/06/herald-investment-trust-from-small-acorns/

This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.

NB: Marten & Co was paid to produce this note on Herald Investment Trust and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the FCA. Marten & Co is not permitted to provide investment advice to individual investors.

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June 12, 2018 07:48 ET (11:48 GMT)

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