Q3 2024 Capital Gearing Trust PLC Retail Investor Webinar Transcript

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Nov 18, 2024

Nov 18, 2024 / 11:00AM GMT
Katie Forbes - Capital Gearing Trust PLC - Head, Investor Relations

Hello, and thank you all for joining today's interim results presentation for Capital Gearing Trust. My name is Katie Forbes, and I am Head of Investor Relations, CGT; and I'm joined here by my colleagues Chris Clothier, [co-Manager]; and Emma Moriarty, Portfolio Manager.

Before we get started, I just want to quickly call out the disclaimer. So please note that the value of investments can go up and down, and nothing we say today should be taken as investment advice. Prior today's presentation will provide a quick overview of the Trust itself, before moving on to the fund performance, and then Emma will close off with a macro outlook update.

To quickly summarize our results, Capital Gearing Trust have achieved a net asset value total return of 2.4%. This compares to the change of the consumer price index of 0.9%. The share price total turn over the period have been at 3.1%. I'm happy to report that all parts of the portfolio contributed positively, and Chris will go into more detail on this during the presentation. At

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