Tritax Big Box REIT Plc (BBOX)
Category Property - Direct UK
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
162.90p
Buy
163.10p
1.80p (+1.12%)
Discount/Premium
-12.17%
Estimated NAV
183.655p
Prices updated at 06 Sep 2024, 14:00 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
To deliver income and capital returns to shareholders through investment in Big Box assets in the UK.
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
- Price
- Performance
- Charges & documents
- Shares & trades
- Dividends
- Portfolio
- Risk
- News & dates
- Trust info
- Director info
Growth of 1,000 as of 06 Sep 2024, 13:09
Trailing returns (%) as of 06 Sep 2024, 13:09
Annual performance (%)
Year | This fund | Peer group index |
---|---|---|
30 Jun 13 - 30 Jun 14 | - | - |
30 Jun 14 - 30 Jun 15 | 14.82 | 14.82 |
30 Jun 15 - 30 Jun 16 | 18.66 | 20.95 |
30 Jun 16 - 30 Jun 17 | 18.24 | 18.96 |
30 Jun 17 - 30 Jun 18 | 11.44 | 8.30 |
30 Jun 18 - 30 Jun 19 | 3.60 | 6.17 |
30 Jun 19 - 30 Jun 20 | -1.38 | 10.35 |
30 Jun 20 - 30 Jun 21 | 40.52 | 34.65 |
30 Jun 21 - 30 Jun 22 | -4.64 | 2.45 |
30 Jun 22 - 30 Jun 23 | -27.79 | -28.91 |
30 Jun 23 - 30 Jun 24 | 30.39 | 13.71 |
Primary benchmark: No benchmark
Peer group index: Morningstar IT Property - UK Logistics
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | 0.50 | 0.72 |
1 Month | 1.51 | 1.86 |
3 Months | 1.00 | 3.53 |
6 Months | 12.84 | 13.12 |
1 Year | 23.06 | 15.12 |
3 Years annualised | -8.21 | -8.75 |
5 Years annualised | 7.11 | 5.52 |
Primary benchmark: No benchmark
Peer group index: Morningstar IT Property - UK Logistics
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.