Report
James Carthew

Sure and steady

Capital Gearing Trust (CGT)’s managers believe that it has built an enviable long-term track record by focusing on the preservation of its shareholders’ wealth, even when adjusted for the effects of inflation. This has attracted a loyal investor base. There will be times when the managers adopt a cautious stance and the trust lags rising equity markets. This is the situation that we find ourselves in today. The managers believe that valuations of most asset classes are stretched close to breaking point. The portfolio is positioned in short duration, liquid assets, awaiting a more favourable investment environment. (No opinion)

Underlying
Capital Gearing Trust PLC

Capital Gearing Trust is an investment trust company. Co. invests in quoted closed-ended funds and other collective investment vehicles, bonds, commodities and cash, as considered appropriate. Co. is the Alternative Investment Fund Manager.

Provider
QuotedData Retail
QuotedData Retail

​QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments. 

Analysts
James Carthew

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