3i Group Plc (III)

Category Sector Equity Private Equity
star-filledstar-filledstar-filledstar-filledstar-filled
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

3,066.00p

Buy

3,067.00p

arrow-down-1.00p (-0.03%)

Discount/Premium

+41.27%

Estimated NAV

2,177.388p

Prices updated at 06 Sep 2024, 16:36 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment objective
3i is an investment company which aims to provide its shareholders with quoted access to private equity and infrastructure returns. Currently, its main focus is on making quoted and unquoted equity and/ or debt investments in businesses and funds in Europe, Asia and the Americas.
FTSE All-Share
arrow-down-0.81%
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 06 Sep 2024, 19:09

Trailing returns (%) as of 06 Sep 2024, 19:09

Annual performance (%)

Year
chevron-l-regular
chevron-r-regular
This fundPeer group index
30 Jun 13 - 30 Jun 1425.3225.32
30 Jun 14 - 30 Jun 1533.8233.82
30 Jun 15 - 30 Jun 1610.7110.71
30 Jun 16 - 30 Jun 1770.2370.23
30 Jun 17 - 30 Jun 182.952.95
30 Jun 18 - 30 Jun 1928.4628.46
30 Jun 19 - 30 Jun 20-22.35-22.35
30 Jun 20 - 30 Jun 2145.5445.54
30 Jun 21 - 30 Jun 22-1.74-1.74
30 Jun 22 - 30 Jun 2381.6881.68
30 Jun 23 - 30 Jun 2460.9660.96

Primary benchmark: FTSE 350 TR GBP

Peer group index: Morningstar IT 3i

Trailing returns (%)

Year
chevron-l-regular
chevron-r-regular
This fundPeer group index
1 Day-0.16-0.16
1 Month6.366.36
3 Months5.095.09
6 Months24.5824.58
1 Year58.6358.63
3 Years annualised36.3036.30
5 Years annualised25.7625.76

Primary benchmark: FTSE 350 TR GBP

Peer group index: Morningstar IT 3i

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.