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

354.00p

Buy

356.00p

arrow-up0.00p (+0.00%)

Discount/Premium

-1.81%

Estimated NAV

361.537p

Prices updated at 26 Sep 2024, 13:59 BST
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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.
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, 02:09

Trailing returns (%) as of 27 Sep 2024, 02:09

Annual performance (%)

Year
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This fundPeer group index
30 Jun 13 - 30 Jun 1410.412.44
30 Jun 14 - 30 Jun 153.745.24
30 Jun 15 - 30 Jun 164.231.77
30 Jun 16 - 30 Jun 1749.6232.42
30 Jun 17 - 30 Jun 1814.372.97
30 Jun 18 - 30 Jun 19-5.621.83
30 Jun 19 - 30 Jun 20-14.34-11.81
30 Jun 20 - 30 Jun 2156.5230.21
30 Jun 21 - 30 Jun 22-11.94-1.46
30 Jun 22 - 30 Jun 232.01-8.77
30 Jun 23 - 30 Jun 2411.255.89

Primary benchmark: SONIA 3 Months +2% GBP

Peer group index: Morningstar IT Flexible Investment

Trailing returns (%)

Year
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This fundPeer group index
1 Day--0.60
1 Month-0.11-0.84
3 Months0.031.66
6 Months4.598.42
1 Year8.588.09
3 Years annualised-1.32-1.61
5 Years annualised6.521.96

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

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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