MIGO Opportunities Trust plc (MIGO)

Category GBP Allocation 80%+ Equity


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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

355.00p

Buy

356.00p

arrow-up0.00p (+0.00%)

Discount/Premium

-2.98%

Estimated NAV

365.652p

Prices updated at 12 Nov 2024, 15:33 GMT
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Prices in GBX

Investment objective
To outperform 3 month SONIA plus 2% over the longer term, principally through exploiting inefficiencies in the pricing of closed-end funds. The Company invests in closed-end investment funds traded on the Main Market of London Stock Exchange but has the flexibility to invest in investment funds listed or dealt on other recognised stock exchanges, in unlisted closed-end funds and in open-ended investment funds.

arrow-down-1.25%
LSE

Annual performance (%)

This fundPeer group index
30 Sep 13 - 30 Sep 146.143.23
30 Sep 14 - 30 Sep 151.690.25
30 Sep 15 - 30 Sep 1624.1119.76
30 Sep 16 - 30 Sep 1734.7817.90
30 Sep 17 - 30 Sep 185.862.26
30 Sep 18 - 30 Sep 19-6.253.03
30 Sep 19 - 30 Sep 20-6.86-12.04
30 Sep 20 - 30 Sep 2152.1529.68
30 Sep 21 - 30 Sep 22-9.84-8.49
30 Sep 22 - 30 Sep 23-1.63-3.48
30 Sep 23 - 30 Sep 248.918.75

Primary benchmark: SONIA 3 Months +2% GBP

Peer group index: Morningstar IT Flexible Investment

Trailing returns (%)

This fundPeer group index
1 Day--0.25
1 Month-0.142.74
3 Months0.593.28
6 Months0.036.42
1 Year12.6914.85
3 Years annualised-2.90-0.67
5 Years annualised6.312.66

Primary benchmark: SONIA 3 Months +2% GBP

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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