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Data as at: 13/01/2026

Fund manager benchmark
FTSE AllSh TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Finsbury Growth & Income Trust Share price total return -4.3 2.9 7.4 81.6
UK Equity Income AIC sector Share price total return 24.6 34.8 61.3 123.4
Finsbury Growth & Income Trust NAV total return -5.8 2.7 12.9 92.4
UK Equity Income AIC sector NAV total return 21.2 34.3 60.6 123.6
Morningstar UK * Total return 27.4 43.2 74.2 138.8
Return type 1 year 3 years 5 years 10 years
Finsbury Growth & Income Trust Share price total return 9,570 10,290 10,740 18,160
UK Equity Income AIC sector Share price total return 12,460 13,480 16,130 22,340
Morningstar UK * Total return 12,740 14,320 17,420 23,880
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Discrete annual performance (%) Discrete annual performance (£)

Return type 13/01/21 - 22 13/01/22 - 23 13/01/23 - 24 13/01/24 - 25 13/01/25 - 26
Finsbury Growth & Income Trust Share price total return 4.3 0.1 -1.4 9.1 -4.3
Finsbury Growth & Income Trust NAV total return 8.9 0.9 0.4 8.4 -5.8
Morningstar UK * Total return 15.9 4.9 0.9 11.4 27.4
Return type 13/01/21 - 22 13/01/22 - 23 13/01/23 - 24 13/01/24 - 25 13/01/25 - 26
Finsbury Growth & Income Trust Share price total return 10,430 10,010 9,860 10,910 9,570
Morningstar UK * Total return 11,590 10,490 10,090 11,140 12,740
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