AVI Global Trust plc - ROE
AVGTF
Price:
$3.25
Market Cap:
$1.01B
AVI Global Trust plc is a closed-ended investment trust overseen by Asset Value Investors Limited. The fund strategically allocates capital to publicly traded equities across various countries worldwide, seeking opportunities within diversified sectors. Its core investment philosophy centers on value stocks, irrespective of market capitalization. The trust employs a meticulous, bottom-up fundamental analysis, specifically targeting companies whose shares trade at a discount to their net asset value, possess high-quality underlying assets with significant appreciation potential, and demonstrate robust balance sheets, all considered at compelling valuations. To gauge its performance, the fund ...[Read more]
Industry
Asset Management
IPO Date
2007-08-17
Stock Exchange
OTC
Ticker
AVGTF
The ROE as of July 2026 (TTM) for AVI Global Trust plc (AVGTF) is 4.87%
According to AVI Global Trust plc’s latest financial reports and current stock price. The company's current ROE is 4.87%. This represents a change of 343.22% compared to the average of 1.10% of the last 4 quarters.
AVI Global Trust plc (AVGTF) Historical ROE (quarterly & annually)
How has AVGTF ROE performed in the past?
The mean historical ROE of AVI Global Trust plc over the last ten years is 10.25%. The current 4.87% ROE has changed -52.50% with respect to the historical average. Over the past ten years (40 quarters), AVGTF's ROE was at its highest in in the September 2020 quarter at 25.02%. The ROE was at its lowest in in the March 2020 quarter at -32.35%.
Average
10.25%
Median
11.65%
Minimum
-11.45%
Maximum
26.43%
AVI Global Trust plc (AVGTF) ROE by Quarter and Year
Discovering the peaks and valleys of AVI Global Trust plc 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 = 0%
Maximum Annual ROE = 26.43%
Minimum Annual Increase = -11956.73%
Minimum Annual ROE = -11.45%
| Year | ROE | Change |
|---|---|---|
| 2025 | 10.49% | -18.20% |
| 2024 | 12.82% | -1.46% |
| 2023 | 13.01% | -213.61% |
| 2022 | -11.45% | -143.32% |
| 2021 | 26.43% | -11956.73% |
| 2020 | -0.22% | -108.61% |
| 2019 | 2.59% | -70.98% |
| 2018 | 8.92% | -43.15% |
| 2017 | 15.69% | -35.17% |
| 2016 | 24.20% | -353.04% |
AVI Global Trust plc (AVGTF) Average ROE
How has AVGTF ROE performed in the past?
The current ROE of AVI Global Trust plc (AVGTF) 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
12.11%
5-year avg
10.26%
10-year avg
10.25%
AVI Global Trust plc (AVGTF) ROE vs. Peers
How is AVGTF’s ROE compared to its peers?
AVI Global Trust plc’s ROE is less than BlackRock World Mining Trust plc (52.74%), less than The Edinburgh Investment Trust plc (7.03%), less than Baillie Gifford US Growth Trust PLC (7.17%), less than The European Smaller Companies Trust PLC (29.01%), greater than Henderson European Trust Plc (0%), greater than JPMorgan Indian Investment Trust plc (-22.45%), less than Witan Investment Trust plc (11.70%), less than Templeton Emerging Markets Investment Trust plc (31.30%), less than JPMorgan European Discovery Trust plc (19.15%), less than Schroder Oriental Income Fund Limited (39.20%),
| Company | ROE | Market cap |
|---|---|---|
| 52.74% | $1.31B | |
| 7.03% | $1.36B | |
| 7.17% | $1.73B | |
| 29.01% | $930.12M | |
| 0% | $1.63B | |
| -22.45% | $694.72M | |
| 11.70% | $1.80B | |
| 31.30% | $3.75B | |
| 19.15% | $667.15M | |
| 39.20% | $1.06B |
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