IBT Monthly Factsheet

Each month the Investment Manager publishes a Factsheet providing market commentary on the biotechnology sector in addition to information on current portfolio structure and investments.

 

Previous factsheets available on request.

2019

30

Sep 19

IBT Fact Sheet September 2019

In September 2019, the Trust’s NAV per share returned -5.4% (GBP) while the NASDAQ Biotechnology Index (NBI) returned -4.2% (GBP). The FTSE All-Share Index returned 2.9% (GBP) and the S&P 500 Index returned 0.8% (GBP). IBT’s share price returned -5.0% (GBP).
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31

Aug 19

IBT Fact Sheet August 2019

In August 2019, the Trust’s NAV per share returned -3.3% (GBP) while the NASDAQ Biotechnology Index (NBI) returned -2.2% (GBP). The FTSE All-Share Index returned -3.6% (GBP) and the S&P 500 Index returned -1.2% (GBP). IBT’s share price returned -2.3% (GBP).
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31

Jul 19

IBT Fact Sheet July 2019

In July 2019, the Trust’s NAV per share returned 1.9% (GBP) while the NASDAQ Biotechnology Index (NBI) returned 0.7% (GBP). The FTSE All-Share Index returned 2.0% (GBP) and the S&P 500 Index returned 5.4% (GBP). IBT’s share price returned 4.3% (GBP). The US dollar strengthened 4.2% against the GBP.
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30

Jun 19

IBT Fact Sheet June 2019

In June 2019, the Trust’s NAV per share returned 7.3% (GBP) while the NASDAQ Biotechnology Index (NBI) returned 8.7% (GBP). The FTSE All-Share Index returned 3.7% (GBP) and the S&P 500 Index returned 6.5% (GBP). IBT’s share price returned 4.3% (GBP). The US dollar weakened 0.5% against the GBP.
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31

May 19

IBT Fact Sheet May 2019

In May 2019, the Trust’s NAV per share returned -0.4% (GBP) while the NASDAQ Biotechnology Index (NBI) returned -3.0% (GBP). The FTSE All-Share Index returned -3.0% (GBP) and the S&P 500 Index returned -3.3% (GBP). IBT’s share price returned -2.2% (GBP). The US dollar strengthened 3.1% against the GBP.
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30

Apr 19

IBT Fact Sheet April 2019

In April 2019, the Trust’s NAV per share returned -5.3% (GBP) while the NASDAQ Biotechnology Index (NBI) returned -5.2% (GBP). The FTSE All-Share Index returned 2.7% (GBP) and the S&P 500 Index returned 3.7% (GBP). IBT’s share price returned -0.3% (GBP).
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31

Mar 19

IBT Fact Sheet March 2019

In March 2019, the Trust’s NAV per share returned 2.9% (GBP) while the NASDAQ Biotechnology Index (NBI) returned 1.3% (GBP). The FTSE All-Share Index returned 2.7% (GBP) and the S&P 500 Index returned 4.1% (GBP). IBT’s share price returned 2.0% (GBP). The USD strengthened 1.7% versus the pound sterling.
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28

Feb 19

IBT Fact Sheet February 2019

In February 2019, the Trust’s NAV per share returned 2.9% (GBP) while the NASDAQ Biotechnology Index returned 1.6% (GBP). The FTSE All-Share Index returned 2.3% (GBP) and the S&P 500 Index returned 2.1% (GBP). IBT’s share price returned 1.0% (GBP). The US dollar strengthened 1.2% versus the pound sterling.
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31

Jan 19

IBT Fact Sheet January 2019

In January 2019, the Trust’s NAV per share returned 9.1% (GBP) while the NASDAQ Biotechnology Index returned 10.2% (GBP). The FTSE All-Share Index returned 4.2% (GBP) and the S&P 500 Index returned 4.9% (GBP). IBT’s share price returned 7.0% (GBP). The USD weakened versus sterling by 2.9%.
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2018

31

Dec 18

IBT Fact Sheet December 2018

In December 2018, the Trust’s NAV per share returned -7.2% (GBP) while the NASDAQ Biotechnology Index returned -11.1% (GBP). The FTSE All-Share Index returned -3.7% (GBP) and the S&P 500 Index returned -8.9% (GBP). IBT’s share price returned -4.4% (GBP).
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30

Nov 18

IBT Fact Sheet November 2018

In November 2018, the Trust’s NAV per share returned 1.1% (GBP) while the NASDAQ Biotechnology Index returned 4.8%% (GBP). The FTSE All-Share Index returned -1.6% (GBP) and the S&P 500 Index returned 1.9% (GBP). IBT’s share price rose 3.6% (GBP). The USD strengthened by 0.1% vs the GBP.
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31

Oct 18

IBT Fact Sheet October 2018

October 2018 was a tough month for the entire global equity market. The Trust’s NAV per share returned -12.0% (GBP) while the NASDAQ Biotechnology Index returned -12.7% (GBP). The FTSE All-Share Index returned -5.2% (GBP) and the S&P 500 Index returned -6.8% (GBP). IBT’s share price fell 12.5% (GBP). The USD strengthened 5.0% vs the GBP.
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30

Sep 18

IBT Fact Sheet September 2018

In September 2018, the Trust’s NAV per share returned -1.8% (GBP) while the NASDAQ Biotechnology Index returned -0.8% (GBP). The FTSE All-Share Index returned 0.7% (GBP) and the S&P 500 Index returned 1.4% (GBP). IBT’s share price fell 0.9% (GBP). The USD strengthened by 2.7% vs the GBP.
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31

Aug 18

IBT Fact Sheet August 2018

In August 2018, the Trust’s NAV per share rose by 6.6% (GBP) while the NASDAQ Biotechnology Index rose 6.2% (GBP). The FTSE All-Share Index decreased by 2.8% (GBP) and the S&P 500 Index rose 1.4% (GBP). IBT’s share price rose 3.9% (GBP). The USD strengthened by 1.2% vs the GBP.
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31

Jul 18

IBT Fact Sheet July 2018

In July 2018, the Trust’s NAV per share increased by 3.8% (GBP) while the NASDAQ Biotechnology Index increased by 6.7% (GBP). The FTSE All-Share Index increased by 1.3% (GBP) and the S&P 500 Index increased by 4.3% (GBP). IBT’s share price increased 9.5% (GBP). The USD strengthened by 0.6% vs the GBP.
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30

Jun 18

IBT Fact Sheet June 2018

In June 2018, IBT’s NAV per share rose by 3.2% (GBP) while the NASDAQ Biotechnology Index rose 2.2% (GBP). The FTSE All-Share Index decreased by 0.2% (GBP) and the S&P 500 Index increased by 1.4% (GBP). IBT’s share price rose 2.5% (GBP). The USD strengthened by 0.7% vs the GBP.
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31

May 18

IBT Factsheet May 2018

In May 2018, IBT’s NAV per share rose by 8.2% (GBP) while the NASDAQ Biotechnology Index rose 8.5% (GBP). The FTSE All-Share Index increased by 2.8% (GBP) and the S&P 500 Index rose 6.0% (GBP). IBT’s share price rose 7.0% (GBP). The USD strengthened by 3.4% vs the GBP.
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30

Apr 18

IBT Factsheet April 2018

In April 2018, IBT’s NAV/share fell by 0.8% (GBP) while the NASDAQ Biotechnology Index was down 1.2% (GBP). The FTSE All-Share Index increased by 6.4% (GBP) and the S&P 500 Index rose by 2.2% (GBP). IBT’s share price rose 1.5% (GBP). The USD strengthened 1.8% vs the GBP.
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31

Mar 18

IBT Factsheet March 2018

In March 2018, IBT’s NAV/share fell by 3.2% (GBP) while the NASDAQ Biotechnology Index was down 2.9% (GBP). The FTSE All-Share Index decreased by 1.8% (GBP) and the S&P 500 Index fell 4.2% (GBP). IBT’s share price fell 6.5% (GBP). The USD weakened 1.9% vs the GBP.
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28

Feb 18

IBT Factsheet February 2018

In February 2018, IBT’s NAV/share fell by 2.2% (GBP) while the NASDAQ Biotechnology Index was down 2.6% (GBP). The FTSE All-Share Index decreased by 3.3% (GBP) and the S&P 500 Index fell 0.9% (GBP). IBT’s share price fell 4.6% (GBP). The USD strengthened 3.0% vs the GBP.
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31

Jan 18

IBT Factsheet January 2018

In January 2018, IBT’s NAV/share rose by 1.4% (GBP) while the NASDAQ Biotechnology Index was up 2.0% (GBP). The FTSE All-Share Index decreased by 1.9% (GBP) and the S&P 500 Index rose 0.8% (GBP). IBT’s share price rose 0.4% (GBP). The USD weakened by 5.0% vs the GBP.
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