RCS - BlackRock Smll Cos - Annual Overview from QuotedData
BlackRock Smaller Companies - Annual Overview from QuotedData
29 September 2026
Ready for a small-cap reset?
The April 2026 combination with BlackRock Throgmorton reinforced BlackRock Smaller Companies Trust (BRSC) as the largest growth-focused trust in the UK smaller companies sector. It also gave shareholders lower fees, an exit mechanism if performance disappoints and greater scope to invest overseas.
The outlook for UK smaller companies remains difficult, with weak fund flows into the sector and political uncertainty weighing on confidence. However, valuations reflect much of this pessimism, while continued M&A activity suggests corporate buyers see value that public-market investors are missing.
There are signs of improvement, and a new Prime Minister could help reset perceptions of the UK market. Growth shares are unusually cheap relative to value, BRSC trades at a discount, and modest gearing could boost returns if sentiment recovers.
Full Research:
https://quoteddata.com/research/blackrock-smaller-companies-ready-for-a-small-cap-reset-qd/
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