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

165.40p

Buy

166.40p

arrow-up0.80p (+0.48%)

Discount/Premium

-8.87%

Estimated NAV

182.383p

Prices updated at 26 Nov 2024, 00:00

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).

FTSE All-Share

-0.53%

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 chevron-l-regular chevron-r-regular	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 chevron-l-regular chevron-r-regular	This fund	Peer group index
1 Day	1.09	0.75
1 Month	-1.99	-3.14
3 Months	-4.31	-3.49
6 Months	-8.94	-5.97
1 Year	14.00	12.54
3 Years annualised	0.87	-6.26
5 Years annualised	10.81	6.80

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.

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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