Investment trust
WINV Worsley Investors Limited GBP
ISIN GG00BHXH0C87London Stock Exchange: WINV
- Investment trusts
- Investment trust
- ISA
- SIPP
Latest close
LSE£0.285
on
As of , at least 15 min delayed
At a glance
As of 13/11/2026, WINV (Worsley Investors Limited GBP, ISIN GG00BHXH0C87) closed at £0.285 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by −10.1% (income paid out is not included), or −29.8% after UK CPIH inflation.
Past returns
- 1 year to 13/11/2026
- +6.3%
- +2.6% after inflation (UK CPIH)
- 3 years to 13/11/2026
- +4.0%
- −6.0% after inflation (UK CPIH)
- 5 years to 13/11/2026
- −10.1%
- −29.8% after inflation (UK CPIH)
£1,000 put in five years ago would have been worth about £899 on 13/11/2026 — about £702 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 Worsley Investors Limited GBP in pounds (price only, income paid out not included): 2022 −16.3%, 2023 +7.2%, 2024 +13.0%, 2025 −7.9%; 2026 to 13/11/2026 +1.8%. Returns of Worsley Investors Limited GBP in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +11.0%; to 30/09/2025: −10.5%; to 30/09/2024: +4.0%; to 30/09/2023: +18.1%; to 30/09/2022: −24.7%.
| Year | Return | After inflation | Return shown as a bar |
|---|---|---|---|
| to | +1.8% | −1.5% | |
| to | −7.9% | −11.1% | |
| to | +13.0% | +9.2% | |
| +7.2% | +2.9% | ||
| −16.3% | −23.4% |
| 12 months to | Return | After inflation |
|---|---|---|
| from | +11.0% | +7.0% |
| from | −10.5% | −14.0% |
| from | +4.0% | +1.4% |
| from | +18.1% | +11.0% |
| from | −24.7% | −30.8% |
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
Volatility (annualised)
23.8%over 5 years
| 1 year | 24.7% |
|---|---|
| 3 years | 26.0% |
| 5 years | 23.8% |
Annualised from weekly returns. Higher means bumpier.
- Largest fall since November 2021
- −23.2%
- From to
- Lowest 12-month return
- −25.9%
- 12 months to
- Highest 12-month return
- +23.2%
- 12 months to
- Below its highest weekly close since November 2021
- 8.1%
- High of , latest
In words: Volatility of Worsley Investors Limited GBP in pounds, annualised from weekly returns to 13/11/2026: 24.7% over 1 year, 26.0% over 3 years, 23.8% over 5 years. Largest fall in the price of Worsley Investors Limited GBP since November 2021, in pounds: −23.2% from 19/11/2021 to 30/09/2022. The lowest 12-month return of Worsley Investors Limited GBP in pounds (price only, income paid out not included) since January 2021 was −25.9% (12 months to 11/11/2022); the highest was +23.2% (12 months to 22/09/2023). On 13/11/2026 the price of Worsley Investors Limited GBP was 8.1% below its highest weekly close since November 2021 (12/07/2024), in pounds.
As of , price only — income paid out is not included
How we work it out:Risk figuresFallsVolatilityLargest fall
In plain English
Worsley Investors Limited 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.
Key facts
- Ticker
- WINV
- ISIN
- GG00BHXH0C87
- 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
- Guernsey
- 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)
- Category
- Investment trusts
Price chart
Over the last year, the closing price went from £0.286 on 14/11/2025 to £0.285 on 13/11/2026 (−0.3%). The lowest close shown was £0.249 on 20/03/2026 and the highest £0.29 on 17/07/2026.
One close a week. Before 11/08/2026 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
256 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
Sharpe, Sortino and Calmar ratios
Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.
With a free accountRolling returns
The full range of 246 rolling 12-month returns since January 2021, and of 142 rolling three-year returns, in pounds, with how often they were above zero.
With a free accountLargest 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
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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 (147 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 WINV?
The ISIN of WINV is GG00BHXH0C87. An ISIN identifies one exact share class of a fund; WINV is its ticker on the London Stock Exchange.
What were WINV’s returns in each of the last five years?
Calendar-year returns of WINV in pounds (price only, income paid out not included): 2022 −16.3%, 2023 +7.2%, 2024 +13.0%, 2025 −7.9%; 2026 to 13/11/2026 +1.8%. Past performance is not a guide to future returns.
How has WINV done after inflation?
Over the five years to 13/11/2026 WINV’s price changed by −10.1% (income paid out is not included), or −29.8% after UK CPIH inflation. Past performance is not a guide to future returns.
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Fund documents and methods
Methodology:ReturnsCategoriesAll methods
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