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.

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

390.00p

Buy

396.00p

arrow-down-1.00p (-0.25%)

Discount/Premium

-2.59%

Estimated NAV

403.433p

Prices updated at 06 Mar 2026, 16:29 GMT
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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
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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
31 Dec 15 - 31 Dec 1633.8622.42
31 Dec 16 - 31 Dec 1736.6415.31
31 Dec 17 - 31 Dec 18-9.52-5.26
31 Dec 18 - 31 Dec 195.937.76
31 Dec 19 - 31 Dec 207.58-3.59
31 Dec 20 - 31 Dec 2125.3419.51
31 Dec 21 - 31 Dec 22-10.87-9.30
31 Dec 22 - 31 Dec 231.24-0.92
31 Dec 23 - 31 Dec 245.7312.30
31 Dec 24 - 31 Dec 2510.6514.52

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-0.25-0.39
1 Month1.42-0.17
3 Months4.110.34
6 Months6.368.49
1 Year13.2612.00
3 Years annualised5.447.94
5 Years annualised4.815.71

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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