Data as at: 12/06/2024

Fund manager benchmark
FTSE AllSh TR GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
HgCapital Trust Share price total return 18.4 48.9 140.7 492.8
Private Equity AIC sector Share price total return 38.2 102.1 157.6 535.4
HgCapital Trust NAV total return 10.1 58.8 156.3 448.2
Private Equity AIC sector NAV total return 14.1 86.3 138.2 460.1
LPX Composite TR * Total return 34.7 34.5 100.1 257.7
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Discrete annual performance (%)

Return type 12/06/19 - 20 12/06/20 - 21 12/06/21 - 22 12/06/22 - 23 12/06/23 - 24
HgCapital Trust Share price total return 10.3 46.6 11.8 12.5 18.4
HgCapital Trust NAV total return 12.1 44.6 30.4 9.3 10.1
LPX Composite TR * Total return 0 48.8 -8.5 9.7 34.7
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* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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