Capital Gearing Trust PLC - investment trust managed by Peter Spiller that seeks long-term absolute returns from a portfolio of equities, bonds, and commodities, using a low-cost approach without the use of gearing or short selling - Reports net asset value total return of 1.0% during September. Risk assets make up 27% of the trust’s portfolio and contributed the most to the positive performance last month, it says. Risk assets are composed of funds and equities, at 26% of the portfolio, and gold at 1%. ‘During September, Capital Gearing Trust remained defensively positioned with a focus on inflation protection, in light of continued fiscal policy uncertainty and stretched equity valuations,’ it says. The return in the third quarter as a whole is 2.1%, and the year-to-date return in 2025 is 4.6%.
Current stock price: 4,895.00 pence
12-month change: up 2.7%
Copyright 2025 Alliance News Ltd. All Rights Reserved.
