BlackRock Greater Europe Investment Trust plc (BRGE)

Category Europe ex-UK Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

598.00p

Buy

600.00p

arrow-down-2.65p (-0.44%)

Discount/Premium

-6.52%

Estimated NAV

639.71p

Prices updated at 06 Mar 2025, 16:38 GMT
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Prices in GBX
Investment objective
The objective is the achievement of capital growth, primarily through investment in a focused portfolio constructed from a combination of the securities of large, mid and small capitalisation European companies, together with some investment in the developing markets of Europe. The Company also has the flexibility to invest in any country included in the FTSE World Europe ex UK Index, as well as the freedom to invest in developing countries not included in the Index but considered by the Manager and the Directors as part of greater Europe.
FTSE All-Share
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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.

Annual performance (%)

Year
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This fundPeer group indexPrimary benchmark
31 Dec 14 - 31 Dec 1516.4113.695.35
31 Dec 15 - 31 Dec 1610.075.5619.69
31 Dec 16 - 31 Dec 1722.9527.8117.53
31 Dec 17 - 31 Dec 18-7.57-13.19-9.45
31 Dec 18 - 31 Dec 1934.6823.9620.45
31 Dec 19 - 31 Dec 2032.1916.178.62
31 Dec 20 - 31 Dec 2132.1717.2517.40
31 Dec 21 - 31 Dec 22-31.12-16.19-6.98
31 Dec 22 - 31 Dec 2321.6518.3415.68
31 Dec 23 - 31 Dec 24-2.49-1.123.03

Primary benchmark: FTSE World Eur Ex UK TR GBP

Peer group index: Morningstar IT Europe

Trailing returns (%)

Year
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This fundPeer group indexPrimary benchmark
1 Day2.052.182.57
1 Month0.503.684.61
3 Months6.7911.019.39
6 Months5.398.589.30
1 Year-5.387.2812.21
3 Years annualised8.7312.2714.43
5 Years annualised10.389.4110.77

Primary benchmark: FTSE World Eur Ex UK TR GBP

Peer group index: Morningstar IT Europe

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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