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Data as at: 13/08/2026

Fund manager benchmark
Not Benchmarked

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Capital Gearing Trust Share price total return 10.2 23.1 13.5 66.0
Flexible Investment AIC sector Share price total return 13.4 33.6 21.2 85.3
Capital Gearing Trust NAV total return 6.8 18.3 13.3 62.7
Flexible Investment AIC sector NAV total return 12.7 32.8 37.5 121.7
Return type 1 year 3 years 5 years 10 years
Capital Gearing Trust Share price total return 11,020 12,310 11,350 16,600
Flexible Investment AIC sector Share price total return 11,340 13,360 12,120 18,530
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Discrete annual performance (%) Discrete annual performance (£)

Return type 13/08/21 - 22 13/08/22 - 23 13/08/23 - 24 13/08/24 - 25 13/08/25 - 26
Capital Gearing Trust Share price total return 2.9 -11.0 7.0 4.0 10.2
Capital Gearing Trust NAV total return 3.0 -6.9 6.8 3.8 6.8
Return type 13/08/21 - 22 13/08/22 - 23 13/08/23 - 24 13/08/24 - 25 13/08/25 - 26
Capital Gearing Trust Share price total return 10,290 8,900 10,700 10,400 11,020
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