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)401.05
  • Today's Change0.053 / 0.01%
  • Shares traded51.73k
  • 1 Year change+2.31%
  • Beta1.4311
Data delayed at least 20 minutes, as of Nov 13 2024 13:42 GMT.
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Top holdings

33.57%Per cent of portfolio in top holdings
Holding% of portfolio
JTC PLC Ordinary Shares4.96%
AJ Bell PLC3.52%
4imprint Group PLC3.50%
Hilton Food Group PLC3.43%
Hill & Smith PLC3.32%
Coats Group PLC3.26%
Alfa Financial Software Holdings PLC3.19%
Chemring Group PLC2.98%
Hollywood Bowl Group PLC2.73%
Advanced Medical Solutions Group PLC2.68%
As of Sep 30 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Industrials26.01%
Consumer Cyclical21.63%
Technology15.83%
Financial Services13.31%
Communications Equipment6.30%
Basic Materials4.39%
Healthcare3.84%
Real Estate3.46%
Consumer Defensive3.43%
Energy2.38%
As of Sep 30 2024.

Regional holdings

Holding% of portfolio
UK98.19%
Singapore1.50%
Australia0.90%
As of Sep 30 2024.
Data Provided by LSEG
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