Katie Potts

AAA
27 Years of experience

Professional background

Investment Management Baring Investment Management Limited. Equity Research Analyst, Warburg Securities.

Educational background

Katie read Engineering Science on a GKN Group scholarship at Lady Margaret Hall, Oxford.

Performance

12.26%

Manager Annualised Return Since Inception

7.14%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

12.26%
7.14%
5.12%

10Y

14.97%
14.84%
0.13%

5Y

23.45%
18.38%
5.07%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Herald Investment Trust
Value investing using fundamental analysis
Benchmark
FTSE Small Capitalisation Index Ex Invesmtent Trusts TR / Russell 2000 Tech TR GBP
Class
-
ISIN
AUM
£ 1,813,500,000
Ongoing Charges
1%