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Data as at: 04/12/2025
Fund manager benchmark
FTSE All-Share
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Temple Bar Investment Trust | Share price total return | 42.0 | 85.7 | 131.1 | 164.0 |
| UK Equity Income AIC sector | Share price total return | 17.2 | 34.8 | 57.8 | 109.7 |
| Temple Bar Investment Trust | NAV total return | 30.9 | 76.6 | 115.2 | 142.6 |
| UK Equity Income AIC sector | NAV total return | 14.0 | 35.4 | 60.9 | 109.0 |
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Discrete annual performance (%)
| Return type | 04/12/20 - 21 | 04/12/21 - 22 | 04/12/22 - 23 | 04/12/23 - 24 | 04/12/24 - 25 | |
|---|---|---|---|---|---|---|
| Temple Bar Investment Trust | Share price total return | 11.8 | 8.7 | 6.8 | 21.3 | 42.0 |
| Temple Bar Investment Trust | NAV total return | 16.7 | 1.3 | 8.3 | 23.6 | 30.9 |
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Interactive chart
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
