MIGO Opportunities Trust plc (MIGO)

Category GBP Allocation 80%+ Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

382.00p

Buy

384.00p

arrow-up3.00p (+0.79%)

Discount/Premium

-4.80%

Estimated NAV

398.10p

Prices updated at 19 Dec 2025, 16:35 GMT
| Prices minimum 15 mins delay
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Prices in GBX
Investment objective
To outperform 3 month SONIA plus 2% over the longer term, principally through exploiting inefficiencies in the pricing of closed-end funds. The Company invests in closed-end investment funds traded on the Main Market of London Stock Exchange but has the flexibility to invest in investment funds listed or dealt on other recognised stock exchanges, in unlisted closed-end funds and in open-ended investment funds.
FTSE All-Share
arrow-up0.53%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year
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This fundPeer group index
30 Sep 14 - 30 Sep 151.690.25
30 Sep 15 - 30 Sep 1624.1119.76
30 Sep 16 - 30 Sep 1734.7817.90
30 Sep 17 - 30 Sep 185.862.26
30 Sep 18 - 30 Sep 19-6.253.03
30 Sep 19 - 30 Sep 20-6.86-12.04
30 Sep 20 - 30 Sep 2152.1529.68
30 Sep 21 - 30 Sep 22-9.84-8.49
30 Sep 22 - 30 Sep 23-1.63-3.48
30 Sep 23 - 30 Sep 248.918.75
30 Sep 24 - 30 Sep 254.2312.97

Primary benchmark: SONIA 3 Months +2% GBP

Peer group index: Morningstar IT Flexible Investment

Trailing returns (%)

Year
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This fundPeer group index
1 Day-0.08
1 Month0.931.92
3 Months1.077.71
6 Months7.2110.18
1 Year6.9115.41
3 Years annualised4.798.73
5 Years annualised6.466.96

Primary benchmark: SONIA 3 Months +2% GBP

Peer group index: Morningstar IT Flexible Investment

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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