Investment Trusts

Capital Gearing Trust Plc

CGT:LSE

Capital Gearing Trust Plc

  • Price (GBX)4,975.00
  • Today's Change15.00 / 0.30%
  • Shares traded47.18k
  • 1 Year change2.58%
  • Beta0.4735
Data delayed at least 20 minutes, as of Feb 06 2026 16:35 GMT.
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Profile data is unavailable for this security.

About the company

Capital Gearing Trust plc is a United Kingdom-based investment trust. The Company's objective is to preserve, and over time, to grow shareholders' wealth. Its asset allocations include index-linked government bonds, conventional government bonds, preference shares/corporate debt, funds/equities, cash, and gold. The Company's investment manager is CG Asset Management Limited.

  • Revenue in GBP (TTM)44.88m
  • Net income in GBP40.20m
  • Incorporated1963
  • Employees0.00
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Profile

Management group(s)CG Asset Management Ltd
AIC sectorFlexible Investment
ISINGB0001738615
Launch date09 Feb 1973
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

To preserve shareholders’ real wealth and to achieve absolute total return over the medium to longer term through long only investment in quoted closed-ended funds and other collective investment vehicles, bonds, commodities and cash, as considered appropriate.

Managed by

Peter Spiller, Alastair Laing, Chris Clothier, Hassan Raza, Emma Moriarty

Management & contract fees

Investment management annual management fee of 0.60% of the NAV up to GBP 120m, 0.45% of NAV above GBP 120m to GBP 500m and 0.30% thereafter, based on quarterly valuations and payable quarterly in arrears. Contract terminable on 6 months notice.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
XPS Pensions Group PLC246.90m25.95m712.58m1.90k712.58m1.90k
Pacific Horizon Investment Trust PLC48.09m43.55m734.22m0.00734.22m0.00
Biopharma Credit PLC113.63m90.44m768.10m13.00768.10m13.00
European Smaller Companies Trust PLC102.73m90.06m781.86m0.00781.86m0.00
Impax Environmental Markets plc-31.88m-46.19m782.59m0.00782.59m0.00
Global Smaller Companies Trust PLC59.12m51.35m786.20m0.00786.20m0.00
Edinburgh Worldwide Investment Trust plc188.80m177.00m788.62m0.00788.62m0.00
Baillie Gifford US Growth Trust PLC64.84m56.62m790.05m0.00790.05m0.00
Capital Gearing Trust plc44.88m40.20m791.76m0.00791.76m0.00
Cordiant Digital Infrastructure Ltd169.63m153.27m792.60m0.00792.60m0.00
Molten Ventures PLC137.10m111.20m821.85m62.00821.85m62.00
Schroder Oriental Income Fund Ltd109.50m94.50m829.61m0.00829.61m0.00
Oakley Capital Investments Ltd73.90m55.40m846.74m0.00846.74m0.00
Finsbury Growth & Income Trust PLC-3.24m-13.89m850.99m0.00850.99m0.00
Scottish American Investment Company PLC20.88m9.84m852.46m0.00852.46m0.00
Invesco Asia Dragon Trust PLC217.46m206.02m884.07m0.00884.07m0.00
Data as of Feb 06 2026. Currency figures normalised to Capital Gearing Trust Plc's reporting currency: UK Pound GBX

Institutional shareholders

44.52%Per cent of shares held by top holders
HolderShares% Held
Shoo 807AA Ltd.as of 01 Dec 20251.43m8.84%
Killik & Co. LLPas of 31 Mar 20251.05m6.52%
Brewin Dolphin Ltd.as of 31 Mar 20251.02m6.33%
RBC Europe Ltd.as of 21 Jan 2026804.50k4.97%
Rathbones Investment Management Ltd.as of 01 Dec 2025570.00k3.52%
Hargreaves Lansdown Fund Managers Ltd.as of 01 Dec 2025544.00k3.36%
LGT Wealth Management UK LLPas of 22 Apr 2025533.70k3.30%
Northern Trust Global Investments Ltd.as of 01 Dec 2025441.00k2.73%
J. M. Finn & Co. Ltd.as of 01 Dec 2025410.00k2.53%
Schroder & Co Bank AG (Private Banking)as of 01 Dec 2025390.00k2.41%
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Data from 31 Jan 2025 - 28 Jan 2026Source: FactSet Research Systems Inc.
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