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  • Standard Lifetime British Lesser Organizations Trust pleac
  • Standard Lifetime British Lesser Organizations Trust pleac

    Recording the development potential of British smaller businesses

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    An change from our investment supervisor, Harry Nimmo

    As you might expect, our procedure has done fairly well in a severe down change, specially the ‘quality’ factors. Resilient defensive sectors which are in a position to continue to trade have now been the very best performers, particularly food production (Cranswick, Hilton Foods), Telecoms (Telecom Plus and Gamma Communications), computer pc software (GB Group, Kainos, Computacenter), funds administration (JTC, Sanne) and leisure products (group 17). Nonetheless, swathes of industry are turn off and also this is when share rates have already been hit difficult for merchants (JD Sports, Motorpoint, Greggs) and travel (Dart Group’s Jet2 and Trainline). The reality that we do not hold any mining or gas and oil businesses had been helpful. Our theme of having good companies in difficult sectors is not good – businesses in a few sectors have actually suffered indiscriminately (Dart Group, Greggs, Motorpoint, Robert Walters, Morgan Sindall). (more…)