# MIGO Opportunities Trust PLC GBP (MIGO)

**Source:** https://fundology.uk/fund/migo · ISIN GB0034365949 · 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, MIGO (MIGO Opportunities Trust PLC GBP, ISIN GB0034365949) closed at £4.17 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by +12.4% (income paid out is not included), or −11.1% after UK CPIH inflation.

## Summary

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.

Latest close: **£4.17** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | MIGO |
| ISIN | GB0034365949 |
| 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 | +12.87% | +9.80% | price only |
| 3 years | +29.55% | +17.62% | price only |
| 5 years | +12.42% | -11.10% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS CPIH, latest month published.

## Calendar-year 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 +8.5%; 2026 to 30/09/2026 +8.9%. Returns of MIGO Opportunities Trust PLC GBP in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +13.0%; to 30/09/2025: +3.8%; to 30/09/2024: +8.7%; to 30/09/2023: −2.5%; to 30/09/2022: −10.4%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -11.0% | -18.5% | Price |
| 2023 | +0.3% | -3.7% | Price |
| 2024 | +5.7% | +2.1% | Price |
| 2025 | +8.5% | +4.8% | Price |
| 2026 to 30/09/2026 | +8.9% | +5.9% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 9.87% | -7.12% |
| 3 years | 8.21% | -11.63% |
| 5 years | 9.54% | -21.04% |

## Largest fall

Volatility of MIGO Opportunities Trust PLC GBP in pounds, annualised from weekly returns to 30/09/2026: 9.9% over 1 year, 8.2% over 3 years, 9.5% over 5 years. Largest fall in the price of MIGO Opportunities Trust PLC GBP since October 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 30/09/2026 the price of MIGO Opportunities Trust PLC GBP was 0.6% below its highest weekly close since October 2021 (19/06/2026), in pounds.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

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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.