# Capital Gearing Trust PLC GBP (CGT)

**Source:** https://fundology.uk/fund/cgt · ISIN GB00BT66KP92 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## 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 30/09/2026, CGT (Capital Gearing Trust PLC GBP, ISIN GB00BT66KP92) closed at £5.18 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by +3.2% (income paid out is not included), or −18.4% 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: **£5.18** (30/09/2026).

## Key facts

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

## Past returns (periods to 30/09/2026)

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

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +5.82% | +2.94% | price only |
| 3 years | +15.11% | +4.52% | price only |
| 5 years | +3.19% | -18.40% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS 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 +1.6%, 2025 +3.5%; 2026 to 30/09/2026 +5.3%. Returns of Capital Gearing Trust PLC GBP in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +6.3%; to 30/09/2025: +2.6%; to 30/09/2024: +3.6%; to 30/09/2023: −3.4%; to 30/09/2022: −6.0%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -5.0% | -13.1% | Price |
| 2023 | -4.5% | -8.3% | Price |
| 2024 | +1.6% | -1.9% | Price |
| 2025 | +3.5% | -0.1% | Price |
| 2026 to 30/09/2026 | +5.3% | +2.3% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 5.43% | -3.40% |
| 3 years | 5.33% | -3.40% |
| 5 years | 6.44% | -13.37% |

## Largest fall

Volatility of Capital Gearing Trust PLC GBP in pounds, annualised from weekly returns to 30/09/2026: 5.4% 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 October 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 30/09/2026 the price of Capital Gearing Trust PLC GBP was 2.3% below its highest weekly close since October 2021 (07/08/2026), in pounds.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

---

We show information. We are not financial advisers, not authorised by the FCA, and never recommend specific investments.

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