LSE - Delayed Quote GBp
HgCapital Trust Ord (HGT.L)
494.00
-3.00
(-0.60%)
As of 8:34:48 AM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.70% |
| 5y Average Return | 18.96% |
| Number of Years Up | 31 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Jun 5, 2025) | 43.75% |
| Worst 1Y Total Return (Jun 5, 2025) | -- |
| Best 3Y Total Return | 43.75% |
| Worst 3Y Total Return | 4.53% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HGT.L
Category
- YTD
- -2.70%
- 0.00%
- 1-Month
- 0.00%
- 0.00%
- 3-Month
- -2.70%
- 0.00%
- 1-Year
- 5.44%
- 0.00%
- 3-Year
- 8.10%
- 0.00%
- 5-Year
- 18.96%
- 0.00%
- 10-Year
- 18.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
HGT.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.70% | -- | -- | -- |
| 2024 | 2.02% | 4.74% | -1.26% | 4.77% |
| 2023 | 3.72% | 1.46% | 4.45% | 1.35% |
| 2022 | 0.18% | 2.17% | 1.86% | 1.28% |
| 2021 | 9.44% | 11.42% | 11.99% | 5.27% |
| 2020 | -5.16% | 12.78% | 13.18% | 2.60% |
| 2019 | -0.40% | 15.01% | 4.85% | 0.84% |
| 2018 | 0.27% | 8.82% | 0.67% | 4.21% |
| 2017 | 4.08% | 9.64% | 1.37% | 6.25% |
| 2016 | 2.71% | 12.30% | 0.73% | 2.86% |
| 2015 | -0.34% | 6.81% | -1.52% | 8.37% |
| 2014 | -0.03% | 5.89% | -0.26% | 6.74% |
| 2013 | 2.19% | -2.46% | -2.13% | 0.31% |
| 2012 | 1.06% | 7.32% | 0.02% | 5.29% |
| 2011 | 5.04% | 2.74% | -1.42% | -3.95% |
| 2010 | 2.59% | 1.64% | 1.72% | 12.87% |
| 2009 | -1.45% | 1.28% | -0.03% | 3.92% |
| 2008 | 6.20% | 7.99% | -2.52% | -10.11% |
| 2007 | 4.97% | 11.92% | -1.12% | 11.10% |
| 2006 | 8.24% | 6.86% | -3.11% | 8.08% |
| 2005 | 4.89% | 15.17% | 0.50% | 7.43% |
| 2004 | 3.10% | 7.26% | 0.42% | 14.89% |
| 2003 | 2.66% | 3.87% | 6.30% | 4.47% |
| 2002 | 2.48% | -4.51% | -6.59% | -2.20% |
| 2001 | 6.71% | -3.12% | -7.29% | 0.01% |
| 2000 | 6.30% | 13.37% | 1.03% | -0.46% |
| 1999 | 8.42% | 13.82% | -1.47% | 12.50% |
| 1998 | 6.72% | 9.69% | -5.60% | -7.80% |
| 1997 | 7.22% | 2.51% | -2.16% | 6.29% |
| 1996 | 2.54% | 11.37% | 1.98% | 8.08% |
| 1995 | 1.17% | 6.83% | 9.49% | 18.90% |
| 1994 | -2.56% | 4.06% | -3.07% | 7.14% |
| 1993 | 3.62% | 10.89% | -0.98% | 1.71% |
| 1992 | 4.36% | 0.03% | -1.97% | 3.05% |
| 1991 | 6.15% | 0.23% | 3.33% | -0.99% |
| 1990 | 1.26% | 0.54% | -4.64% | -3.16% |
Rank in Category (By Total Return)
| YTD | 18 |
| 1-Month | 18 |
| 3-Month | 9 |
| 1-Year | 5 |
| 3-Year | 31 |
| 5-Year | 2 |
Load Adjusted Returns
| 1-Year | 5.44% |
| 3-Year | 8.10% |
| 5-Year | 18.96% |
| 10-Year | 18.00% |
Performance & Risk
| YTD Return | -2.70% |
| 5y Average Return | 18.96% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Hg Pooled Management Ltd |
| Net Assets | 2.4B |
| YTD Return | -2.70% |
| Yield | 1.05% |
| Morningstar Rating | |
| Inception Date | Dec 13, 1989 |
Fund Summary
Fund Summary Information Not Available
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