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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 shareholder’s wealth. Its asset allocations include index-linked government bonds, conventional government bonds, preference shares/corporate debt, funds/equities, cash, and gold. The Company’s funds/equities include equities, infrastructure, property, loans & junk bonds and private equity. Its investment manager is CG Asset Management Limited.
- Revenue in GBP (TTM)-10.62m
- Net income in GBP-19.11m
- Incorporated1963
- Employees0.00
- LocationCapital Gearing Trust PlcMurray House, Murray StreetBELFAST BT1 6DNUnited KingdomGBR
- Phone+44 13 1538 6610
- Websitehttps://www.capitalgearingtrust.com/
Profile
| Management group(s) | CG Asset Management Ltd |
|---|---|
| AIC sector | Flexible Investment |
| ISIN | GB0001738615 |
| Launch date | 09 Feb 1973 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
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 |
|---|
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
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| The Scottish American Investment Co PLC | 115.41m | 105.04m |
| Murray Income Trust plc | 88.70m | 80.04m |
| Fidelity Special Values PLC | 10.20m | -3.11m |
| TR Property Investment Trust plc | 25.29m | 2.76m |
| Octopus Titan VCT PLC | -120.61m | -149.50m |
| Ruffer Investment Company Ltd | -52.27m | -68.48m |
| Impax Environmental Markets plc | 63.58m | 48.50m |
| Capital Gearing Trust plc | -10.62m | -19.11m |
| AVI Global Trust PLC | 140.50m | 134.14m |
| Edinburgh Investment Trust PLC | 229.33m | 219.55m |
| Law Debenture Corporation plc | 133.36m | 75.15m |
| BlackRock World Mining Trust Plc | -55.78m | -78.99m |
| Herald Investment Trust plc | 62.03m | 48.12m |
| Fidelity China Special Situations PLC | 32.38m | -7.84m |
| Vietnam Enterprise Investments Limited | 159.55m | 128.50m |
| JPmorgan Emerging Markets Inv Trust PLC | 42.51m | 22.66m |
