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Data as at: 05/03/2026
Fund manager benchmark
FTSE 250 Ex Investment Trust TR GBP
Performance (%) Performance (£)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Augmentum Fintech | Share price total return | 19.5 | 3.3 | -29.4 | N/A |
| Financials & Financial Innovation AIC sector | Share price total return | N/A | N/A | N/A | N/A |
| Augmentum Fintech | NAV total return | -2.9 | 2.9 | 33.7 | N/A |
| Financials & Financial Innovation AIC sector | NAV total return | N/A | N/A | N/A | N/A |
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Augmentum Fintech | Share price total return | 11,950 | 10,330 | 7,060 | N/A |
| Financials & Financial Innovation AIC sector | Share price total return | N/A | N/A | N/A | N/A |
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Discrete annual performance (%) Discrete annual performance (£)
| Return type | 05/03/21 - 22 | 05/03/22 - 23 | 05/03/23 - 24 | 05/03/24 - 25 | 05/03/25 - 26 | |
|---|---|---|---|---|---|---|
| Augmentum Fintech | Share price total return | -23.5 | -9.4 | -3.8 | -10.8 | 19.5 |
| Augmentum Fintech | NAV total return | 19.1 | 9.1 | 3.4 | 2.6 | -2.9 |
| Return type | 05/03/21 - 22 | 05/03/22 - 23 | 05/03/23 - 24 | 05/03/24 - 25 | 05/03/25 - 26 | |
|---|---|---|---|---|---|---|
| Augmentum Fintech | Share price total return | 7,650 | 9,060 | 9,620 | 8,920 | 11,950 |
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
