The European Smaller Companies Trust PLC (ESCT)
Category Europe ex-UK Small/Mid-Cap Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
173.80p
Buy
174.60p
-1.20p (-0.69%)
Discount/Premium
-4.90%
Estimated NAV
183.80p
Prices updated at 12 Nov 2024, 18:18 GMT
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
The Company seeks capital growth by investing in smaller and medium sized companies which are quoted, domiciled, listed or have operations in Europe (ex 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
Annual performance (%)
Year | This fund | Peer group index |
---|---|---|
30 Sep 13 - 30 Sep 14 | 11.33 | 3.38 |
30 Sep 14 - 30 Sep 15 | 9.85 | 15.48 |
30 Sep 15 - 30 Sep 16 | 33.57 | 23.92 |
30 Sep 16 - 30 Sep 17 | 56.11 | 37.21 |
30 Sep 17 - 30 Sep 18 | -10.94 | 1.43 |
30 Sep 18 - 30 Sep 19 | -11.45 | -4.52 |
30 Sep 19 - 30 Sep 20 | 13.41 | 18.45 |
30 Sep 20 - 30 Sep 21 | 56.77 | 43.42 |
30 Sep 21 - 30 Sep 22 | -29.59 | -35.38 |
30 Sep 22 - 30 Sep 23 | 21.35 | 13.01 |
30 Sep 23 - 30 Sep 24 | 25.91 | 21.98 |
Primary benchmark: MSCI Europe Ex UK Small Cap GR USD
Peer group index: Morningstar IT European Smaller Companies
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | 1.75 | 1.11 |
1 Month | 0.98 | 0.35 |
3 Months | 0.18 | 0.57 |
6 Months | -2.77 | -1.70 |
1 Year | 25.33 | 21.72 |
3 Years annualised | 1.18 | -5.97 |
5 Years annualised | 12.35 | 7.77 |
Primary benchmark: MSCI Europe Ex UK Small Cap GR USD
Peer group index: Morningstar IT European Smaller Companies
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.