# Strategic Equity Capital plc (SEC)

**Source:** https://fundology.uk/fund/sec · ISIN GB00B0BDCB21 · 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, SEC (Strategic Equity Capital plc, ISIN GB00B0BDCB21) closed at £4.08 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by +35.8% (income paid out is not included), or +7.4% after UK CPIH inflation.

## Summary

Strategic Equity Capital 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: **£4.08** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | SEC |
| ISIN | GB00B0BDCB21 |
| 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 | +12.09% | +9.04% | price only |
| 3 years | +31.40% | +19.31% | price only |
| 5 years | +35.77% | +7.37% | price only |

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

## Calendar-year returns

Calendar-year returns of Strategic Equity Capital plc in pounds (price only, income paid out not included): 2022 −13.2%, 2023 +16.5%, 2024 +3.6%, 2025 +9.9%; 2026 to 30/09/2026 +11.8%. Returns of Strategic Equity Capital plc in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +13.3%; to 30/09/2025: +3.4%; to 30/09/2024: +13.2%; to 30/09/2023: +17.4%; to 30/09/2022: −12.8%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -13.2% | -20.6% | Price |
| 2023 | +16.5% | +11.9% | Price |
| 2024 | +3.6% | +0.1% | Price |
| 2025 | +9.9% | +6.2% | Price |
| 2026 to 30/09/2026 | +11.8% | +8.7% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 18.31% | -17.61% |
| 3 years | 16.32% | -25.73% |
| 5 years | 17.98% | -25.73% |

## Largest fall

Volatility of Strategic Equity Capital plc in pounds, annualised from weekly returns to 30/09/2026: 18.3% over 1 year, 16.3% over 3 years, 18.0% over 5 years. Largest fall in the price of Strategic Equity Capital plc since October 2021, in pounds: −25.7% from 02/08/2024 to 04/04/2025. The lowest 12-month return of Strategic Equity Capital plc in pounds (price only, income paid out not included) since January 2021 was −14.8% (12 months to 11/04/2025); the highest was +35.6% (12 months to 07/01/2022). On 30/09/2026 the price of Strategic Equity Capital plc was at its highest weekly close since October 2021, 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.