STS Global Income & Growth Trust plc (STS)

Category Global Equity Income
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

221.00p

Buy

222.00p

arrow-up3.00p (+1.38%)

Discount/Premium

-1.70%

Estimated NAV

224.828p

Prices updated at 26 Jul 2024, 17:15 BST
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Prices in GBX
Investment objective
The investment objective of Company is to seek to achieve rising income and long-term capital growth through investing in a balanced portfolio constructed from global equities.
FTSE All-Share
arrow-up1.35%
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.

Growth of 1,000 as of 27 Jul 2024, 05:07

Trailing returns (%) as of 27 Jul 2024, 05:07

Annual performance (%)

Year
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This fundPeer group index
30 Jun 13 - 30 Jun 14-1.5911.37
30 Jun 14 - 30 Jun 15-4.173.43
30 Jun 15 - 30 Jun 1616.953.92
30 Jun 16 - 30 Jun 1719.3635.03
30 Jun 17 - 30 Jun 182.633.94
30 Jun 18 - 30 Jun 1919.517.86
30 Jun 19 - 30 Jun 202.80-2.01
30 Jun 20 - 30 Jun 2113.4223.19
30 Jun 21 - 30 Jun 227.54-1.28
30 Jun 22 - 30 Jun 23-0.865.20
30 Jun 23 - 30 Jun 244.0013.35

Primary benchmark: Lipper Global - Equity Global Income

Peer group index: Morningstar IT Global Equity Income

Trailing returns (%)

Year
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This fundPeer group index
1 Day1.381.46
1 Month0.912.12
3 Months3.505.41
6 Months1.827.62
1 Year3.5014.42
3 Years annualised3.725.77
5 Years annualised5.927.13

Primary benchmark: Lipper Global - Equity Global Income

Peer group index: Morningstar IT Global Equity Income

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

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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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