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
Sell
263.00p
Buy
263.50p
-6.00p (-2.23%)
Discount/Premium
-6.30%
Estimated NAV
287.10p
Prices updated at 12 Nov 2024, 16:35 GMT
| Prices minimum 15 mins delay
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
- 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 | 5.48 | 8.06 |
30 Sep 14 - 30 Sep 15 | -10.78 | 4.30 |
30 Sep 15 - 30 Sep 16 | 10.51 | 9.51 |
30 Sep 16 - 30 Sep 17 | 22.40 | 12.17 |
30 Sep 17 - 30 Sep 18 | -0.39 | 4.86 |
30 Sep 18 - 30 Sep 19 | 3.71 | -1.86 |
30 Sep 19 - 30 Sep 20 | -45.04 | -17.77 |
30 Sep 20 - 30 Sep 21 | 68.26 | 45.89 |
30 Sep 21 - 30 Sep 22 | -2.15 | -11.96 |
30 Sep 22 - 30 Sep 23 | 22.76 | 14.65 |
30 Sep 23 - 30 Sep 24 | 17.61 | 14.53 |
Primary benchmark: FTSE All-Share
Peer group index: Morningstar IT UK Equity Income
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | 1.32 | 0.79 |
1 Month | 0.75 | 0.39 |
3 Months | 1.96 | -0.15 |
6 Months | 1.20 | 1.35 |
1 Year | 23.69 | 17.80 |
3 Years annualised | 10.65 | 4.03 |
5 Years annualised | 4.68 | 6.22 |
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.