Temple Bar Investment Trust Plc (TMPL)

Category UK Flex-Cap Equity


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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

266.00p

Buy

267.00p

arrow-up2.50p (+0.95%)

Discount/Premium

-7.72%

Estimated NAV

285.00p

Prices updated at 22 Nov 2024, 00:00
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Prices in GBX

Investment objective
To provide growth in income and capital to achieve a long-term total return greater than the benchmark FTSE All-Share Index, through investment primarily in UK securities. The policy of the company is to invest in a broad spread of securities with typically most of the portfolio selected from the constituents of the FTSE 350 Index.

arrow-up1.34%
LSE

Annual performance (%)

This fundPeer group index
30 Sep 13 - 30 Sep 145.488.06
30 Sep 14 - 30 Sep 15-10.784.30
30 Sep 15 - 30 Sep 1610.519.51
30 Sep 16 - 30 Sep 1722.4012.17
30 Sep 17 - 30 Sep 18-0.394.86
30 Sep 18 - 30 Sep 193.71-1.86
30 Sep 19 - 30 Sep 20-45.04-17.77
30 Sep 20 - 30 Sep 2168.2645.89
30 Sep 21 - 30 Sep 22-2.15-11.96
30 Sep 22 - 30 Sep 2322.7614.65
30 Sep 23 - 30 Sep 2417.6114.53

Primary benchmark: FTSE All-Share

Peer group index: Morningstar IT UK Equity Income

Trailing returns (%)

This fundPeer group index
1 Day0.950.25
1 Month-0.75-1.28
3 Months-2.11-2.24
6 Months-0.11-0.49
1 Year19.4213.30
3 Years annualised10.433.99
5 Years annualised4.386.01

Primary benchmark: FTSE All-Share

Peer group index: Morningstar IT UK Equity Income

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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