Temple Bar Investment Trust Plc (TMPL)
Category UK Flex-Cap Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell
296.50p
Buy
297.00p
3.00p (+1.02%)
Discount/Premium
-3.33%
Estimated NAV
306.699p
Prices updated at 01 Apr 2025, 16:35 BST
| Prices minimum 15 mins delay
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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.
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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Annual performance (%)
Year | This fund | Peer group index | Primary benchmark |
|---|---|---|---|
| 31 Mar 14 - 31 Mar 15 | -0.57 | 5.82 | - |
| 31 Mar 15 - 31 Mar 16 | -10.08 | -1.88 | - |
| 31 Mar 16 - 31 Mar 17 | 26.32 | 16.72 | - |
| 31 Mar 17 - 31 Mar 18 | 2.23 | 3.32 | - |
| 31 Mar 18 - 31 Mar 19 | 11.62 | 2.41 | - |
| 31 Mar 19 - 31 Mar 20 | -39.00 | -21.07 | - |
| 31 Mar 20 - 31 Mar 21 | 56.72 | 42.82 | - |
| 31 Mar 21 - 31 Mar 22 | 4.95 | 8.76 | - |
| 31 Mar 22 - 31 Mar 23 | 4.08 | 2.64 | - |
| 31 Mar 23 - 31 Mar 24 | 8.57 | 1.81 | - |
| 31 Mar 24 - 31 Mar 25 | 27.12 | 14.25 | - |
Primary benchmark: FTSE All-Share
Peer group index: Morningstar IT UK Equity Income
Trailing returns (%)
Year | This fund | Peer group index | Primary benchmark |
|---|---|---|---|
| 1 Day | 1.02 | 0.35 | - |
| 1 Month | 0.68 | -0.48 | - |
| 3 Months | 10.12 | 3.09 | - |
| 6 Months | 14.53 | 3.81 | - |
| 1 Year | 28.42 | 14.65 | - |
| 3 Years annualised | 13.41 | 6.29 | - |
| 5 Years annualised | 19.77 | 13.79 | - |
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.
