3i Group Plc (III)
Category Sector Equity Private Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
3,066.00p
Buy
3,067.00p
-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.
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.
- Key stats
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- Performance
- Charges & documents
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- News & dates
- Trust info
- Director info
Growth of 1,000 as of 06 Sep 2024, 19:09
Trailing returns (%) as of 06 Sep 2024, 19:09
Annual performance (%)
Year | This fund | Peer group index |
---|---|---|
30 Jun 13 - 30 Jun 14 | 25.32 | 25.32 |
30 Jun 14 - 30 Jun 15 | 33.82 | 33.82 |
30 Jun 15 - 30 Jun 16 | 10.71 | 10.71 |
30 Jun 16 - 30 Jun 17 | 70.23 | 70.23 |
30 Jun 17 - 30 Jun 18 | 2.95 | 2.95 |
30 Jun 18 - 30 Jun 19 | 28.46 | 28.46 |
30 Jun 19 - 30 Jun 20 | -22.35 | -22.35 |
30 Jun 20 - 30 Jun 21 | 45.54 | 45.54 |
30 Jun 21 - 30 Jun 22 | -1.74 | -1.74 |
30 Jun 22 - 30 Jun 23 | 81.68 | 81.68 |
30 Jun 23 - 30 Jun 24 | 60.96 | 60.96 |
Primary benchmark: FTSE 350 TR GBP
Peer group index: Morningstar IT 3i
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | -0.16 | -0.16 |
1 Month | 6.36 | 6.36 |
3 Months | 5.09 | 5.09 |
6 Months | 24.58 | 24.58 |
1 Year | 58.63 | 58.63 |
3 Years annualised | 36.30 | 36.30 |
5 Years annualised | 25.76 | 25.76 |
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.