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Data as at: 04/03/2026
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Performance (%) Performance (£)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Capital Gearing Trust | Share price total return | 6.3 | 10.9 | 16.6 | 64.3 |
| Flexible Investment AIC sector | Share price total return | 6.9 | 16.7 | 26.1 | 83.8 |
| Capital Gearing Trust | NAV total return | 7.1 | 11.7 | 22.1 | 71.9 |
| Flexible Investment AIC sector | NAV total return | 10.6 | 23.3 | 45.0 | 124.5 |
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Capital Gearing Trust | Share price total return | 10,630 | 11,090 | 11,660 | 16,430 |
| Flexible Investment AIC sector | Share price total return | 10,690 | 11,670 | 12,610 | 18,380 |
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Discrete annual performance (%) Discrete annual performance (£)
| Return type | 04/03/21 - 22 | 04/03/22 - 23 | 04/03/23 - 24 | 04/03/24 - 25 | 04/03/25 - 26 | |
|---|---|---|---|---|---|---|
| Capital Gearing Trust | Share price total return | 9.2 | -3.7 | -1.4 | 5.8 | 6.3 |
| Capital Gearing Trust | NAV total return | 9.5 | -0.5 | -1.0 | 5.6 | 7.1 |
| Return type | 04/03/21 - 22 | 04/03/22 - 23 | 04/03/23 - 24 | 04/03/24 - 25 | 04/03/25 - 26 | |
|---|---|---|---|---|---|---|
| Capital Gearing Trust | Share price total return | 10,920 | 9,630 | 9,860 | 10,580 | 10,630 |
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
