The June 2024 monthly factsheet for Capital Gearing Trust PLC and its associated funds has been released. The Capital Gearing Trust itself saw a price increase of 0.6% and a year-to-date increase of 2.4%. The UK Index-Linked Bond Fund experienced a 0.1% price increase but a year-to-date decrease of 0.1%. The CG Absolute Return Fund had a 0.3% price increase and a 0.7% year-to-date increase. The Dollar Fund saw a 1.4% price increase and a 0.8% year-to-date increase. The Real Return Fund had a 1.1% price increase but a year-to-date decrease of 1.0%.
The Capital Gearing Portfolio Fund (P) and (V) both experienced a 0.2% price increase and a 0.4% year-to-date increase, but they are currently closed. The various hedged and unhedged versions of the Dollar Fund and Real Return Fund also showed price and year-to-date changes. The factsheets for each fund are available on the CG Asset Management website. The email emphasizes that past performance is not indicative of future results and that investments in the CGAM funds could lose value. It also states that the email is for information purposes only and does not constitute advice or a recommendation to buy or sell any product or service. The Key Information Document and Prospectus are available on the CG Asset Management website. The email provides regulatory information about CG Asset Management Limited, including its authorization and registration details.
For more information on Capital Gearing Trust, the email directs recipients to the company's website. The email concludes with contact information for CG Asset Management Limited.