# Mobius Investment Trust Plc (MMIT)

**Page:** https://fundology.uk/fund/mmit · ISIN GB00BFZ7R980

## 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, MMIT (Mobius Investment Trust Plc, ISIN GB00BFZ7R980) closed at £1.63 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by +1.9% (income paid out is not included), or −20.5% after UK CPIH inflation.

## Summary

Mobius Investment Trust Plc 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: **£1.63** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | MMIT |
| ISIN | GB00BFZ7R980 |
| 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 | +19.41% | +15.18% | price only |
| 3 years | +30.92% | +18.29% | price only |
| 5 years | +1.87% | -20.48% | price only |

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

## Calendar-year returns

Calendar-year returns of Mobius Investment Trust Plc in pounds (price only, income paid out not included): 2022 −12.5%, 2023 +1.7%, 2024 +4.2%, 2025 −1.6%; 2026 to 13/11/2026 +16.0%. Returns of Mobius Investment Trust Plc in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +31.5%; to 30/09/2025: +2.1%; to 30/09/2024: +4.9%; to 30/09/2023: +8.5%; to 30/09/2022: −15.8%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -12.5% | -19.9% | Price |
| 2023 | +1.7% | -2.4% | Price |
| 2024 | +4.2% | +0.6% | Price |
| 2025 | -1.6% | -5.0% | Price |
| 2026 to 13/11/2026 | +16.0% | +12.3% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 20.52% | -14.47% |
| 3 years | 16.92% | -20.27% |
| 5 years | 17.93% | -28.28% |

## Largest fall

Volatility of Mobius Investment Trust Plc in pounds, annualised from weekly returns to 13/11/2026: 20.5% over 1 year, 16.9% over 3 years, 17.9% over 5 years. Largest fall in the price of Mobius Investment Trust Plc since November 2021, in pounds: −27.4% from 19/11/2021 to 15/07/2022. The lowest 12-month return of Mobius Investment Trust Plc in pounds (price only, income paid out not included) since January 2021 was −21.8% (12 months to 28/10/2022); the highest was +37.6% (12 months to 19/06/2026). On 13/11/2026 the price of Mobius Investment Trust Plc was 14.2% below its highest weekly close since November 2021 (09/10/2026), 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 MMIT?**

The ISIN of MMIT is GB00BFZ7R980. An ISIN identifies one exact share class of a fund; MMIT is its ticker on the London Stock Exchange.

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

Calendar-year returns of MMIT in pounds (price only, income paid out not included): 2022 −12.5%, 2023 +1.7%, 2024 +4.2%, 2025 −1.6%; 2026 to 13/11/2026 +16.0%. Past performance is not a guide to future returns.

**How has MMIT done after inflation?**

Over the five years to 13/11/2026 MMIT’s price changed by +1.9% (income paid out is not included), or −20.5% 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.