AIQ.AX
Price:
$1.47
Market Cap:
$49.99M
Alternative Investment Trust is a balanced mutual fund launched by RE The Trust Company (RE Services) Limited. The fund is co-managed by Laxey Partners (UK) Limited and Laxey Partners Ltd. It invests in the equity and fixed income markets of Australia. The fund also invests in absolute return funds. It seeks to invest in stocks of companies that are operating across diversified sectors. The fund was formerly known as Everest Babcock & Brown Alternative Investment Trust. Alternative Investment Trust was formed on April 7, 2005 and is domiciled in Australia.
Industry
Asset Management
IPO Date
2022-11-15
Stock Exchange
ASX
Ticker
AIQ.AX
According to Alternative Investment Trust’s latest financial reports and current stock price. The company's current ROE is 12.86%. This represents a change of 289.31% compared to the average of 3.30% of the last 4 quarters.
The mean historical ROE of Alternative Investment Trust over the last ten years is 3.71%. The current 12.86% ROE has changed 246.43% with respect to the historical average. Over the past ten years (40 quarters), AIQ.AX's ROE was at its highest in in the December 2020 quarter at 16.64%. The ROE was at its lowest in in the June 2016 quarter at -10.26%.
Average
3.71%
Median
6.94%
Minimum
-25.05%
Maximum
21.66%
Discovering the peaks and valleys of Alternative Investment Trust 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 = 105.08%
Maximum Annual ROE = 21.66%
Minimum Annual Increase = -1436.92%
Minimum Annual ROE = -25.05%
| Year | ROE | Change |
|---|---|---|
| 2024 | 5.14% | -1436.92% |
| 2023 | -0.38% | -106.30% |
| 2022 | 6.11% | -63.90% |
| 2021 | 16.92% | -21.92% |
| 2020 | 21.66% | 105.08% |
| 2019 | 10.56% | 35.97% |
| 2018 | 7.77% | -154.80% |
| 2017 | -14.18% | -43.40% |
| 2016 | -25.05% | -391.89% |
| 2015 | 8.58% | -18.17% |
The current ROE of Alternative Investment Trust (AIQ.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
3.62%
5-year avg
9.89%
10-year avg
3.71%
Alternative Investment Trust’s ROE is greater than BetaShares Managed Risk Global Share Fund (managed fund) (0%), greater than CD Private Equity Fund II (0%), less than Morphic Ethical Equities Fund Limited (13.06%), less than Fat Prophets Global Contrarian Fund Ltd (18.84%), less than Global Masters Fund Limited (1.73%), greater than BetaShares Managed Risk Australian Share Fund (managed fund) (0%), less than Cadence Opportunities Fund Limited (4.68%), less than CD Private Equity Fund III (12.97%), less than BetaShares Strong Australian Dollar Fund (hedge fund) (0%), less than Acorn Capital Investment Fund Limited (6.68%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $48.62M | |
| 0% | $35.42M | |
| 13.06% | $36.96M | |
| 18.84% | $39.62M | |
| 1.73% | $39.66M | |
| 0% | $32.99M | |
| 4.68% | $28.97M | |
| 12.97% | $80.67M | |
| 0% | $31.53M | |
| 6.68% | $82.01M |
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