Openbookopenbook
Equity
Capital Gearing Trust(CGT)
GBX --+0.00%
Reward38Moderate
Risk20Low
📊75%Data
Strong 99% profit margin · 2.0% dividend yield
CGT
+0.0 · +0.00%
GBX · LSE
Capital Gearing Trust | Financial Services
Defensive Anchor
Market Cap:792.21M
ℹ️
Reward Rating
38
Moderate
Bottom 5% (model universe)
75% data coverage
ℹ️
Risk Rating
20
Low
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on CGT to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Capital Gearing Trust?

c is a closed ended fixed income mutual fund launched and managed by CG Asset Management Limited.

CGT · Verdict

Limited reward · low risk

CGT stands out on volatility and balance sheet, but watch the growth signal.

Based on 88% data coverage

CGT · Verdict

What’s working & what to watch

Strengths 3

  • Volatility95/100

    Top decile vs peers

  • Balance sheet87/100

    Top decile vs peers

  • Cash flow70/100

    29% free-cash-flow margin

Watchouts 2

  • Growth19/100

    Rev -18.5% CAGR · earnings -19.2%

  • Valuation38/100

    Below average

Model-based scoring. For information only — not financial advice.

What is Capital Gearing Trust?

c is a closed ended fixed income mutual fund launched and managed by CG Asset Management Limited. The fund invests in the public equity and fixed income markets of the United Kingdom. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 792.21M, and a P/E ratio of 17.0x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (38)

The scoring profile indicates weak reward characteristics across most factors, including profitability and momentum. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap792.21M
P/E Ratio17.0459
Dividend Yield2.02%
52 Week High5120
52 Week Low4659.6859
Last AnnualMarch
IPO DateN/A
IncorporatedUK
Shares Outstanding16M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.237
CurrencyGBX · Reports in GBP
Websitewww.capitalgearingtrust.com/index.htm
openbook

Stock research for everyday UK investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.