Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Herald Investment TrustLSE:HRI -1.65%43 5-Year Yield-on-Cost % is 0.00 as of Jul. 26, 2026. GuruFocus rates LSE:HRI with a GF Score™ of 43/100. The stock has 4 warning signs investors should review. Among 1,114 Asset Management companies, Herald Investment Trust ranks worse than 89766.52% on this metric.
The historical rank and industry rank for Herald Investment Trust's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:HRI's 5-Year Yield-on-Cost % is not ranked *
in the Asset Management industry.
Industry Median: 6.49 * Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Herald Investment Trust 5-Year Yield-on-Cost % Related Terms
LSE:HRI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Herald Investment Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Herald Investment Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Herald Investment Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Herald Investment Trust's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Herald Investment Trust (LSE:HRI) has a 5-Year Yield-on-Cost % of 0.00 as of Jul. 26, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Herald Investment Trust and its competitors. According to the industry distribution chart, Herald Investment Trust ranks #999999 out of 1114 companies in the Asset Management industry.
Is Herald Investment Trust's 5-Year Yield-on-Cost % too high?
Herald Investment Trust's current 5-Year Yield-on-Cost % is 0.00. Based on the distribution chart, Herald Investment Trust ranks #999999 out of 1114 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Herald Investment Trust has a GF Score™ of 43/100, reflecting its overall financial health beyond just this single metric.
How does Herald Investment Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Herald Investment Trust ranks #999999 out of 1114 companies for 5-Year Yield-on-Cost %. This places Herald Investment Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.49. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.49, based on 1,114 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Herald Investment Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Herald Investment Trust's current 5-Year Yield-on-Cost % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Herald Investment Trust stock overvalued right now?
Herald Investment Trust (LSE:HRI) has a current 5-Year Yield-on-Cost % of 0.00. The current 5-Year Yield-on-Cost % is 0.00. Herald Investment Trust's overall GF Score™ is 43/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Herald Investment Trust (LSE:HRI), the current 5-Year Yield-on-Cost % is 0.00 as of Jul. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Herald Investment Trust PLC is a UK-based investment trust that aims to capital appreciation through investments in smaller quoted companies in the areas of telecommunications, multimedia, and technology on a long-term basis. It focuses on a diversified portfolio that offers long-term growth potential and benchmarks its performance against the technology sector. The trust's investment portfolio includes companies that are in the business of software and computer services, technology hardware and equipment, printing and publishing, industrial sectors, support services, and others. Geographically, investments of the company are spread across the UK, North America, Japan, Asia-Pacific, Europe, the Middle East and Africa. The trust's revenue mainly consists of dividends and interest.
43GF Score
Get the complete analysis for LSE:HRI
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
LSE:HRI has been successfully added to your 
