HSL.L vs. FGT.L
Compare and contrast key facts about Henderson Smaller Cos Inv Tst (HSL.L) and Finsbury Growth & Income Trust (FGT.L).
Performance
HSL.L vs. FGT.L - Performance Comparison
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HSL.L vs. FGT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSL.L Henderson Smaller Cos Inv Tst | -4.78% | 9.21% | 1.54% | 1.68% | -30.11% | 19.08% | -0.58% | 46.38% | -11.66% | 37.82% |
FGT.L Finsbury Growth & Income Trust | -10.95% | -5.99% | 6.88% | 3.95% | -6.02% | 6.90% | -0.69% | 21.84% | -0.90% | 21.49% |
Fundamentals
HSL.L:
£518.91M
FGT.L:
£971.04M
HSL.L:
£1.86
FGT.L:
£0.64
HSL.L:
4.36
FGT.L:
11.45
HSL.L:
3.93
FGT.L:
3.51
HSL.L:
0.92
FGT.L:
0.79
HSL.L:
£136.73M
FGT.L:
£276.95M
HSL.L:
£102.13M
FGT.L:
£269.03M
HSL.L:
£8.74M
FGT.L:
£59.23M
Returns By Period
In the year-to-date period, HSL.L achieves a -4.78% return, which is significantly higher than FGT.L's -10.95% return. Over the past 10 years, HSL.L has outperformed FGT.L with an annualized return of 5.98%, while FGT.L has yielded a comparatively lower 4.08% annualized return.
HSL.L
- 1D
- 2.53%
- 1M
- -10.51%
- YTD
- -4.78%
- 6M
- -5.55%
- 1Y
- 9.65%
- 3Y*
- 3.29%
- 5Y*
- -4.43%
- 10Y*
- 5.98%
FGT.L
- 1D
- 0.00%
- 1M
- -6.39%
- YTD
- -10.95%
- 6M
- -13.75%
- 1Y
- -15.53%
- 3Y*
- -4.14%
- 5Y*
- -1.14%
- 10Y*
- 4.08%
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Return for Risk
HSL.L vs. FGT.L — Risk / Return Rank
HSL.L
FGT.L
HSL.L vs. FGT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Henderson Smaller Cos Inv Tst (HSL.L) and Finsbury Growth & Income Trust (FGT.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HSL.L | FGT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | -0.89 | +1.45 |
Sortino ratioReturn per unit of downside risk | 0.86 | -1.13 | +1.99 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.85 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | -0.67 | +1.29 |
Martin ratioReturn relative to average drawdown | 2.52 | -1.47 | +3.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HSL.L | FGT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | -0.89 | +1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | -0.08 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.25 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.00 | +0.39 |
Correlation
The correlation between HSL.L and FGT.L is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HSL.L vs. FGT.L - Dividend Comparison
HSL.L's dividend yield for the trailing twelve months is around 3.46%, more than FGT.L's 2.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSL.L Henderson Smaller Cos Inv Tst | 3.46% | 3.26% | 3.33% | 3.15% | 2.86% | 1.92% | 2.23% | 2.11% | 2.73% | 2.02% | 2.27% | 1.95% |
FGT.L Finsbury Growth & Income Trust | 3.96% | 2.46% | 2.19% | 2.22% | 2.15% | 1.86% | 1.90% | 1.84% | 2.03% | 1.83% | 2.01% | 2.05% |
Drawdowns
HSL.L vs. FGT.L - Drawdown Comparison
The maximum HSL.L drawdown since its inception was -89.52%, which is greater than FGT.L's maximum drawdown of -53.70%. Use the drawdown chart below to compare losses from any high point for HSL.L and FGT.L.
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Drawdown Indicators
| HSL.L | FGT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.52% | -53.70% | -35.82% |
Max Drawdown (1Y)Largest decline over 1 year | -16.59% | -22.64% | +6.05% |
Max Drawdown (5Y)Largest decline over 5 years | -51.20% | -24.14% | -27.06% |
Max Drawdown (10Y)Largest decline over 10 years | -54.56% | -35.60% | -18.96% |
Current DrawdownCurrent decline from peak | -32.41% | -22.33% | -10.08% |
Average DrawdownAverage peak-to-trough decline | -24.01% | -8.74% | -15.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 10.24% | -6.18% |
Volatility
HSL.L vs. FGT.L - Volatility Comparison
Henderson Smaller Cos Inv Tst (HSL.L) has a higher volatility of 6.54% compared to Finsbury Growth & Income Trust (FGT.L) at 4.17%. This indicates that HSL.L's price experiences larger fluctuations and is considered to be riskier than FGT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSL.L | FGT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.54% | 4.17% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.57% | 12.73% | -2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.30% | 17.23% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.38% | 14.97% | +5.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.16% | 16.08% | +8.08% |
Financials
HSL.L vs. FGT.L - Financials Comparison
This section allows you to compare key financial metrics between Henderson Smaller Cos Inv Tst and Finsbury Growth & Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HSL.L vs. FGT.L - Profitability Comparison
HSL.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Henderson Smaller Cos Inv Tst reported a gross profit of 0.00 and revenue of 26.20M. Therefore, the gross margin over that period was 0.0%.
FGT.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Finsbury Growth & Income Trust reported a gross profit of 135.58M and revenue of 143.51M. Therefore, the gross margin over that period was 94.5%.
HSL.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Henderson Smaller Cos Inv Tst reported an operating income of 24.70M and revenue of 26.20M, resulting in an operating margin of 94.3%.
FGT.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Finsbury Growth & Income Trust reported an operating income of -22.05M and revenue of 143.51M, resulting in an operating margin of -15.4%.
HSL.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Henderson Smaller Cos Inv Tst reported a net income of 23.04M and revenue of 26.20M, resulting in a net margin of 87.9%.
FGT.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Finsbury Growth & Income Trust reported a net income of -32.92M and revenue of 143.51M, resulting in a net margin of -22.9%.