# Capital Gearing Trust PLC GBP (CGT)

**Page:** https://fundology.uk/fund/cgt · ISIN GB00BT66KP92

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 13/11/2026, CGT (Capital Gearing Trust PLC GBP, ISIN GB00BT66KP92) closed at £5.15 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by +0.2% (income paid out is not included), or −21.8% after UK CPIH inflation.

## Summary

Capital Gearing Trust PLC GBP is an investment trust. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Latest close: **£5.15** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | CGT |
| ISIN | GB00BT66KP92 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 13/11/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +4.36% | +0.66% | price only |
| 3 years | +15.21% | +4.09% | price only |
| 5 years | +0.19% | -21.79% | price only |

Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of Capital Gearing Trust PLC GBP in pounds (price only, income paid out not included): 2022 −5.0%, 2023 −4.5%, 2024 +2.2%, 2025 +3.0%; 2026 to 13/11/2026 +4.5%. Returns of Capital Gearing Trust PLC GBP in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +5.8%; to 30/09/2025: +3.1%; to 30/09/2024: +3.6%; to 30/09/2023: −3.4%; to 30/09/2022: −5.5%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -5.0% | -13.1% | Price |
| 2023 | -4.5% | -8.3% | Price |
| 2024 | +2.2% | -1.2% | Price |
| 2025 | +3.0% | -0.5% | Price |
| 2026 to 13/11/2026 | +4.5% | +1.1% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 5.61% | -3.58% |
| 3 years | 5.29% | -3.58% |
| 5 years | 6.43% | -13.37% |

## Largest fall

Volatility of Capital Gearing Trust PLC GBP in pounds, annualised from weekly returns to 13/11/2026: 5.6% over 1 year, 5.3% over 3 years, 6.4% over 5 years. Largest fall in the price of Capital Gearing Trust PLC GBP since November 2021, in pounds: −13.4% from 19/08/2022 to 18/08/2023. The lowest 12-month return of Capital Gearing Trust PLC GBP in pounds (price only, income paid out not included) since January 2021 was −13.4% (12 months to 18/08/2023); the highest was +10.3% (12 months to 04/03/2022). On 13/11/2026 the price of Capital Gearing Trust PLC GBP was 2.8% below its highest weekly close since November 2021 (07/08/2026), in pounds.

## Charges & eligibility

- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## Questions people ask

**What is the ISIN of CGT?**

The ISIN of CGT is GB00BT66KP92. An ISIN identifies one exact share class of a fund; CGT is its ticker on the London Stock Exchange.

**What were CGT’s returns in each of the last five years?**

Calendar-year returns of CGT in pounds (price only, income paid out not included): 2022 −5.0%, 2023 −4.5%, 2024 +2.2%, 2025 +3.0%; 2026 to 13/11/2026 +4.5%. Past performance is not a guide to future returns.

**How has CGT done after inflation?**

Over the five years to 13/11/2026 CGT’s price changed by +0.2% (income paid out is not included), or −21.8% after UK CPIH inflation. Past performance is not a guide to future returns.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.