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Capital Gearing Ord (CGT.L)

Unknown Out of favour

Capital Gearing Trust is a defensive investment vehicle that aims to grow your money steadily while protecting it from big market shocks.

£5.21

Is Capital Gearing Ord a good stock for a UK beginner?

The honest version: Capital Gearing Trust is a defensive investment vehicle that aims to grow your money steadily while protecting it from big market shocks.

No rating · no target price · nothing for sale here
Price+8.8%
52-week range+7% past year
£5.21
Low £4.79High £51.37
Where today's price sits versus its past year - context, not a signal.
If you had put £1,000 into Capital Gearing Ord
£1,088+9%

Over about 2 years to 2026-07-31. This is the share price only; any dividends would add to it. Past performance is not a guide to the future, and it could just as easily have fallen.

Market cap: The company's total value on the stock market - share price times the number of shares. Big = 'large-cap', small = 'small-cap'.
£815.06M
Avg volume: How many shares change hands on a typical day. Higher means it's easy to buy or exit without moving the price.
227.39K
Day range: The lowest and highest price the shares traded at during the latest day.
£5.12 – £5.26
52-week range: The lowest and highest the shares have traded over the past year - a sense of how wide the swings have been.
£4.79 – £51.37
P/E ratio: Price-to-earnings: the share price divided by yearly profit per share. Lower can mean cheaper; higher often means investors expect fast growth.
18.0
Dividend yield: The yearly dividend as a percentage of the share price - roughly the income you'd earn from dividends alone.
0.0%
Why has it been moving?▼ -0% past week · ▲ +7% past year

Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.

The bull case

A prolonged period of economic uncertainty makes their capital preservation strategy highly sought after.

The bear case

A sustained bull market leads investors to abandon defensive strategies for higher-growth alternatives.

What does Capital Gearing Ord do?

Think of this company as a professional money manager that builds a 'safety-first' portfolio of stocks, bonds, and other assets for its shareholders. A management fee for looking after these investments is the earner, with the goal of keeping the value stable even when the wider stock market is having a rough time. The number that matters most is how their mix of assets performs when inflation or interest rates change, which shapes their ability to preserve your capital.

VQGMI
Factor profile

On our factor screen it looks strongest on value and momentum, and weakest on income.

Value: How cheap the stock looks versus profits, sales and assets (higher = cheaper). 60Quality: How profitable and financially healthy the company is (higher = stronger). —Growth: How fast revenue and earnings are growing (higher = faster). —Momentum: How the share price has been trending recently (higher = stronger recent run). 21Income: The dividend income on offer and how sustainable it looks (higher = more/steadier). 10
Quick checks
What's strong
  • Strong focus on protecting capital during market downturns
  • Very low sensitivity to wild market swings
  • Transparent approach to asset allocation
What to watch
  • Momentum screens low (21/100)
  • Income screens low (10/100)
  • Rising interest rates can negatively impact bond prices
  • Inflation could erode the real value of returns
  • The trust may fall out of favour if investors prefer high-growth stocks

What do Capital Gearing Ord's numbers mean?

P/B
1.0
This means the share price is currently trading at roughly the same value as the actual assets the company holds, suggesting it is priced fairly relative to its holdings.
Beta
0.2
A low beta of 0.2 shows that the share price tends to be much less jumpy than the overall stock market, reflecting its focus on stability.
Dividend yield
1.3%
This is the annual income you receive as a percentage of the share price, which is quite modest compared to some other types of investments.
Return on equity
5.4%
This measures how efficiently the company uses the money shareholders have invested to generate profit, showing a steady but conservative return.

Does Capital Gearing Ord pay a dividend?

No - Capital Gearing Ord doesn't currently pay a dividend, so the whole return would rest on the share price. Plenty of growing companies reinvest their profits instead of paying them out - neither approach is better or worse, they're just different.

More in Unknown

Fiserv, Inc.Polar Capital Technology TrustF&C Investment Trust OrdTritax Big Box OrdAlliance Witan OrdCity of London OrdGresham House Energy Storage OrdMonks Ord

What are the scenarios for Capital Gearing Ord?

An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.

£6£5£5today · £5▲ Bull · £5• Base · £5▼ Bear · £5in 1 yearILLUSTRATIVE · NOT A PREDICTION OR PRICE TARGET
Bull
+2% to +5%Market volatility increases, driving investors toward safer assets.
Base
-1% to +1%Markets remain calm with little change in interest rate expectations.
Bear
-2% to -5%A sudden rally in riskier stocks makes defensive trusts less attractive.

What are the pros and cons of Capital Gearing Ord?

3bull points
6bear points

How many points the write-up makes each way — a balance check, not a score or verdict.

The bull case3
  • Strong focus on protecting capital during market downturns
  • Very low sensitivity to wild market swings
  • Transparent approach to asset allocation
The catch3
  • Growth is typically slower than the broader stock market
  • Modest dividend yield may not appeal to income-focused investors
  • Recent revenue figures show a decline
Key risks3
  • Rising interest rates can negatively impact bond prices
  • Inflation could erode the real value of returns
  • The trust may fall out of favour if investors prefer high-growth stocks
What would flip the thesis

The write-up's own warning lights — if these start happening, the case above changes.

Confidence: medium · data: GBP · flags: forward_pe, ps, gross_margin, net_margin, roe, revenue_growth, earnings_growth · Charts by TradingView Lightweight Charts™
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Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →

This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.

Figures as of 2026-08-01. Prices may be delayed and numbers can go stale - always double-check before acting.