APAX.L
Apax Global Alpha Limited specializes in fund of funds investments. It seeks to invest in public, private debt, and equity investments. Under fund of funds, the fund seeks to invest in funds managed by Apax Partners. It also makes derived investments which are investments in equities and debt derived from the insights gained via Apax' Private Equity activities. It avoids investments in third-party funds. It seeks to invest in sectors, such as technology and telecoms, services, healthcare, and consumer. It prefers to invest in invests in North America, Rest of Europe, the United Kingdom, India, China and Switzerland.
Industry
Asset Management - Global
IPO Date
2015-06-15
Stock Exchange
LSE
Ticker
APAX.L
According to Apax Global Alpha Limited’s latest financial reports and current stock price. The company's current ROE is -4.53%. This represents a change of 277.08% compared to the average of -1.20% of the last 4 quarters.
The mean historical ROE of Apax Global Alpha Limited over the last ten years is 7.42%. The current -4.53% ROE has changed -161.11% with respect to the historical average. Over the past ten years (40 quarters), APAX.L's ROE was at its highest in in the June 2014 quarter at 38.01%. The ROE was at its lowest in in the June 2025 quarter at -7.18%.
Average
7.42%
Median
6.40%
Minimum
-8.47%
Maximum
23.15%
Discovering the peaks and valleys of Apax Global Alpha 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 = 216.45%
Maximum Annual ROE = 23.15%
Minimum Annual Increase = -148.80%
Minimum Annual ROE = -8.47%
| Year | ROE | Change |
|---|---|---|
| 2024 | 0.69% | -83.39% |
| 2023 | 4.13% | -148.80% |
| 2022 | -8.47% | -136.59% |
| 2021 | 23.15% | 71.65% |
| 2020 | 13.49% | -29.74% |
| 2019 | 19.19% | 175.07% |
| 2018 | 6.98% | 216.45% |
| 2017 | 2.21% | -65.63% |
| 2016 | 6.42% | 0.64% |
| 2015 | 6.38% | -99.99% |
The current ROE of Apax Global Alpha Limited (APAX.L) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
-1.22%
5-year avg
6.60%
10-year avg
7.42%
Apax Global Alpha Limited’s ROE is greater than BMO Global Smaller Companies PLC (-5.42%), less than BBGI Global Infrastructure S.A. (2.53%), greater than RiverFort Global Opportunities plc (-67.49%), less than APQ Global Limited (106.53%), less than Cambium Global Timberland Limited (9.11%), greater than VH Global Sustainable Energy Opportunities plc (-8.83%), greater than JLEN Environmental Assets Group Limited (-0.41%), less than abrdn China Investment Company Limited (8.34%), less than JPMorgan Elect plc - Managed Cash (27.99%), less than JPMorgan Elect plc - Managed Growth (27.99%),
| Company | ROE | Market cap |
|---|---|---|
| -5.42% | N/A | |
| 2.53% | N/A | |
| -67.49% | N/A | |
| 106.53% | N/A | |
| 9.11% | N/A | |
| -8.83% | N/A | |
| -0.41% | N/A | |
| 8.34% | N/A | |
| 27.99% | N/A | |
| 27.99% | N/A |
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