Fundology

Investment trust

MIGO MIGO Opportunities Trust PLC GBP

ISIN GB0034365949London Stock Exchange: MIGO

Latest close

LSE

£4.11

on

As of , at least 15 min delayed

At a glance

As of 13/11/2026, MIGO (MIGO Opportunities Trust PLC GBP, ISIN GB0034365949) closed at £4.11 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by +4.6% (income paid out is not included), or −18.4% after UK CPIH inflation.

Past returns

Change in the fund’s price, after its ongoing charges. Any income paid out is not included. Periods to .
1 year to 13/11/2026
+8.4%
+4.6% after inflation
3 years to 13/11/2026
+30.1%
+17.5% after inflation
5 years to 13/11/2026
+4.6%
−18.4% after inflation

£1,000 put in five years ago would have been worth about £1,046 on 13/11/2026 — about £816 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.

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

How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH

Calendar-year and 12-month returns

Calendar-year returns of MIGO Opportunities Trust PLC GBP in pounds (price only, income paid out not included): 2022 −11.0%, 2023 +0.3%, 2024 +5.7%, 2025 +11.2%; 2026 to 13/11/2026 +4.8%. Returns of MIGO Opportunities Trust PLC GBP in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +12.9%; to 30/09/2025: +3.9%; to 30/09/2024: +8.7%; to 30/09/2023: −2.5%; to 30/09/2022: −9.6%.

Calendar-year returns of MIGO, in pounds (price only — income paid out is not included), to 13/11/2026
YearReturnAfter inflationReturn shown as a bar
to +4.8%+1.5%
to +11.2%+7.4%
to +5.7%+2.1%
+0.3%−3.7%
−11.0%−18.5%
Returns of MIGO over 12-month periods to 30/09/2026, in pounds (price only — income paid out is not included)
12 months toReturnAfter inflation
from +12.9%+8.9%
from +3.9%−0.1%
from +8.7%+6.0%
from −2.5%−8.4%
from −9.6%−16.9%

As of , inflation: UK CPIH

How we work it out:Calendar-year returnsWhat a calendar-year return isAccumulating and distributing

Risk: volatility and largest fall

How far the price has swung and fallen. The same record as the returns, in pounds.

Volatility (annualised)

9.5%over 5 years

Volatility, annualised from weekly returns, by period
1 year9.6%
3 years8.3%
5 years9.5%

Annualised from weekly returns. Higher means bumpier.

Largest fall since November 2021
−21.0%
From to
Lowest 12-month return
−15.6%
12 months to
Highest 12-month return
+26.8%
12 months to
Below its highest weekly close since November 2021
2.1%
High of , latest

In words: Volatility of MIGO Opportunities Trust PLC GBP in pounds, annualised from weekly returns to 13/11/2026: 9.6% over 1 year, 8.3% over 3 years, 9.5% over 5 years. Largest fall in the price of MIGO Opportunities Trust PLC GBP since November 2021, in pounds: −21.0% from 19/11/2021 to 27/10/2023. The lowest 12-month return of MIGO Opportunities Trust PLC GBP in pounds (price only, income paid out not included) since January 2021 was −15.6% (12 months to 04/11/2022); the highest was +26.8% (12 months to 14/01/2022). On 13/11/2026 the price of MIGO Opportunities Trust PLC GBP was 2.1% below its highest weekly close since November 2021 (02/10/2026), in pounds.

As of , price only — income paid out is not included

How we work it out:Risk figuresFallsVolatilityLargest fall

In plain English

MIGO Opportunities 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.

Investment trusts: Companies on the stock exchange that invest in other assets. Their share price can be above or below the value of what they own.

Terms:Investment trustShare classISIN

Key facts

Ticker
MIGO
ISIN
GB0034365949
Structure
Investment trust
A company listed on the stock exchange that invests in other assets; its price can differ from the value of what it holds.
Domicile
United Kingdom
Can usually be held in
ISA and SIPP
Check with your platform: each decides which funds it offers.
Currency hedged
No
Price currency
Pounds (GBP)

Price chart

Closing price
£4.11+8.2% over 1 year · closing price
MIGO closing price: £3.80 on 14/11/2025, £4.11 on 13/11/2026 (+8.2%); low £3.69, high £4.20.

Over the last year, the closing price went from £3.80 on 14/11/2025 to £4.11 on 13/11/2026 (+8.3%). The lowest close shown was £3.69 on 21/11/2025 and the highest £4.20 on 02/10/2026.

One close a week. Before 31/07/2026 the closes are from the weekly price history for this listing; from then on, the closing prices we have recorded. Price only — income paid out is not included.

As of , at least 15 min delayed

Five years of prices, and after inflation

262 weekly closes, from 12/11/2021 to 13/11/2026. The same history in November 2026 pounds, adjusted with CPIH inflation.

Create a free account to see the 5-year price chart and the after-inflation chart

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How we work it out:Prices and returnsNAV and price

Risk and return in depth

Ratios that weigh return against its ups and downs, every rolling period rather than a few fixed ones, and each large fall with how long it took to recover.
  • Sharpe, Sortino and Calmar ratios

    Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.

    With a free account
  • Rolling returns

    The full range of 254 rolling 12-month returns since January 2021, and of 150 rolling three-year returns, in pounds, with how often they were above zero.

    With a free account
  • Largest falls and recoveries

    The 3 largest falls since November 2021, in pounds, with how many weeks each took to reach its low and to recover.

    With a free account

Create a free account to see the risk ratios, every rolling return and each large fall and its recovery

Sign-up takes an email address. There is no card to enter and nothing to pay.

  • Moves compared with a similar fund

    Correlation and beta of weekly returns in pounds against iShares Core MSCI World UCITS ETF, over the three years to 13/11/2026 (154 weeks).

    Pro

Pro — currently by invitation

Pro includes moves against a comparable fund

Pro is open by invitation while it is being built. There is nothing to buy. To ask about access, email [email protected].

Questions people ask

What is the ISIN of MIGO?

The ISIN of MIGO is GB0034365949. An ISIN identifies one exact share class of a fund; MIGO is its ticker on the London Stock Exchange.

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

Calendar-year returns of MIGO in pounds (price only, income paid out not included): 2022 −11.0%, 2023 +0.3%, 2024 +5.7%, 2025 +11.2%; 2026 to 13/11/2026 +4.8%. Past performance is not a guide to future returns.

How has MIGO done after inflation?

Over the five years to 13/11/2026 MIGO’s price changed by +4.6% (income paid out is not included), or −18.4% after UK CPIH inflation. Past performance is not a guide to future returns.

Similar funds

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Fund documents and methods

Methodology:ReturnsCategoriesAll methods

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