Tritax Big Box REIT Plc (BBOX)

Category Property - Direct UK
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

152.80p

Buy

153.00p

arrow-up6.90p (+4.76%)

Discount/Premium

-21.55%

Estimated NAV

184.965p

Prices updated at 08 Apr 2026, 18:53 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment objective
To deliver income and capital returns to shareholders through investment in Big Box assets in the UK.
FTSE All-Share
arrow-up2.68%
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 Mar 15 - 31 Mar 1620.4920.49
31 Mar 16 - 31 Mar 1712.3715.59
31 Mar 17 - 31 Mar 184.294.28
31 Mar 18 - 31 Mar 194.115.42
31 Mar 19 - 31 Mar 20-18.17-4.81
31 Mar 20 - 31 Mar 2166.9647.12
31 Mar 21 - 31 Mar 2238.9239.64
31 Mar 22 - 31 Mar 23-39.54-34.76
31 Mar 23 - 31 Mar 2418.081.27
31 Mar 24 - 31 Mar 25-5.9717.88
31 Mar 25 - 31 Mar 266.2715.18

Primary benchmark: No benchmark

Peer group index: Morningstar IT Property - UK Logistics

Trailing returns (%)

Year
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This fundPeer group index
1 Day-0.89-0.89
1 Month-8.27-8.27
3 Months-7.00-7.00
6 Months2.733.78
1 Year21.8931.17
3 Years annualised5.2310.86
5 Years annualised-0.254.44

Primary benchmark: No benchmark

Peer group index: Morningstar IT Property - UK Logistics

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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