Chair's Statement- June 2023
Chair Dagmar Kent Kershaw provides an update on the recent performance of the trust. There is also discussion on the rationale behind the investment decisions in the portfolio.
An actively managed smaller companies strategy, focused on bottom-up stock selection.
Portfolio of companies with attractive quality, growth and momentum characteristics; with supportive income dynamics.
How is abrdn Smaller Companies Income Trust managed?
• Bottom-up approach, assisted by our proprietary quants screening tool – the Matrix.
• Matrix screens the circa 800 stocks universe, focusses research on companies with attractive characteristics.
• Rigorous fundamental research is combined with regular contact with company management, with Environmental, Social and Governance (ESG) fully embedded in the process.
• Long term approach.
Outcomes:
• Strong long-term track record of performance, driven by positive stock selection.
• Performance and style consistent through cycles.
• An attractive quality growth portfolio, whilst retaining income exposure potential.
Past performance is not a guide to future results.
The value of investments and the income from them can go down as well as up and you may get back less than the amount invested.
Access and manage your account through our online portal.