Capital Gearing Trust Plc (CGT)

Category GBP Flexible Allocation
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

4,745.00p

Buy

4,750.00p

arrow-up0.00p (+0.00%)

Discount/Premium

-1.96%

Estimated NAV

4,839.76p

Prices updated at 26 Sep 2024, 16:35 BST
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Prices in GBX
Investment objective
To preserve shareholders’ real wealth and to achieve absolute total return over the medium to longer term through long only investment in quoted closed-ended funds and other collective investment vehicles, bonds, commodities and cash, as considered appropriate.
FTSE All-Share
arrow-up0.34%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 27 Sep 2024, 01:09

Trailing returns (%) as of 27 Sep 2024, 01:09

Annual performance (%)

Year
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This fundPeer group index
30 Jun 13 - 30 Jun 14-8.852.44
30 Jun 14 - 30 Jun 153.065.24
30 Jun 15 - 30 Jun 168.011.77
30 Jun 16 - 30 Jun 1712.6432.42
30 Jun 17 - 30 Jun 182.972.97
30 Jun 18 - 30 Jun 196.881.83
30 Jun 19 - 30 Jun 205.25-11.81
30 Jun 20 - 30 Jun 2111.5430.21
30 Jun 21 - 30 Jun 222.87-1.46
30 Jun 22 - 30 Jun 23-7.67-8.77
30 Jun 23 - 30 Jun 245.615.89

Primary benchmark: No benchmark

Peer group index: Morningstar IT Flexible Investment

Trailing returns (%)

Year
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This fundPeer group index
1 Day-0.21-0.60
1 Month-1.35-0.84
3 Months1.061.66
6 Months2.858.42
1 Year4.898.09
3 Years annualised-0.72-1.61
5 Years annualised3.021.96

Primary benchmark: No benchmark

Peer group index: Morningstar IT Flexible Investment

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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