Acorn Capital Investment Fund Limited

Acorn Capital Investment Fund Limitedverified

ACQ.AX

Price:

$0.905

Market Cap:

$81.11M

Acorn Capital Investment Fund Limited is an open ended equity mutual fund launched and managed by Acorn Capital Limited. The fund invests in public equity markets of Australia. It invests in the listed and unlisted microcap companies. The fund benchmarks its performance against S&P/ASX Small Ordinaries Accumulation Index. It invests in the companies operating across diversified sectors. Acorn Capital Investment Fund Limited was launched in 2014 and is domiciled in Australia.

Industry

Asset Management

IPO Date

2014-05-01

Stock Exchange

ASX

Ticker

ACQ.AX

The ROE as of December 2025 (TTM) for Acorn Capital Investment Fund Limited (ACQ.AX) is 6.68%

According to Acorn Capital Investment Fund Limited’s latest financial reports and current stock price. The company's current ROE is 6.68%. This represents a change of 212.23% compared to the average of 2.14% of the last 4 quarters.

Acorn Capital Investment Fund Limited (ACQ.AX) Historical ROE (quarterly & annually)

How has ACQ.AX ROE performed in the past?

The mean historical ROE of Acorn Capital Investment Fund Limited over the last ten years is 6.22%. The current 6.68% ROE has changed 7.40% with respect to the historical average. Over the past ten years (40 quarters), ACQ.AX's ROE was at its highest in in the December 2020 quarter at 24.64%. The ROE was at its lowest in in the June 2022 quarter at -26.44%.

Quarterly (TTM)
Annual

Average

6.22%

Median

4.06%

Minimum

-16.95%

Maximum

27.28%

Acorn Capital Investment Fund Limited (ACQ.AX) ROE by Quarter and Year

Discovering the peaks and valleys of Acorn Capital Investment Fund Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 719.52%

Maximum Annual ROE = 27.28%

Minimum Annual Increase = -467.40%

Minimum Annual ROE = -16.95%

Quarterly (TTM)
Annual
YearROEChange
20259.71%419.06%
20241.87%-39.98%
20233.12%-118.40%
2022-16.95%-162.14%
202127.28%719.52%
20203.33%-467.40%
2019-0.91%-105.07%
201817.87%272.17%
20174.80%-60.25%
201612.08%-290.99%

Acorn Capital Investment Fund Limited (ACQ.AX) Average ROE

How has ACQ.AX ROE performed in the past?

The current ROE of Acorn Capital Investment Fund Limited (ACQ.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

4.90%

5-year avg

5.01%

10-year avg

6.22%

Acorn Capital Investment Fund Limited (ACQ.AX) ROE vs. Peers

How is ACQ.AX’s ROE compared to its peers?

Acorn Capital Investment Fund Limited’s ROE is less than CD Private Equity Fund III (12.97%), less than Morphic Ethical Equities Fund Limited (13.06%), less than Alternative Investment Trust (12.86%), greater than CD Private Equity Fund II (0%), less than Fat Prophets Global Contrarian Fund Ltd (18.84%), greater than BetaShares Managed Risk Global Share Fund (managed fund) (0%), less than Cadence Opportunities Fund Limited (4.68%), greater than BetaShares Managed Risk Australian Share Fund (managed fund) (0%), less than BetaShares U.S. Equities Strong Bear Hedge Fund - Currency Hedged (0%), less than Global Masters Fund Limited (1.73%),

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