BGUK.L
Baillie Gifford UK Growth Trust plc is a closed-ended equity mutual fund launched and managed by Schroder Unit Trusts Ltd. The fund is co-managed by Schroder Investment Management Limited. It invests in the public equity markets of the United Kingdom. The fund seeks to invest in value stocks of companies operating across diversified sectors. It primarily invests in stocks of large and mid-cap companies. The fund benchmarks the performance of its portfolio against the FTSE All Share (Total Return) Index. It was formerly known as Baillie Gifford UK Growth Fund Plc. Baillie Gifford UK Growth Trust plc was formed on March 10, 1994 and is domiciled in the United Kingdom.
Industry
Asset Management
IPO Date
1994-03-10
Stock Exchange
LSE
Ticker
BGUK.L
According to Baillie Gifford UK Growth Trust plc’s latest financial reports and current stock price. The company's current ROE is 6.17%. This represents a change of 459.73% compared to the average of 1.10% of the last 4 quarters.
The mean historical ROE of Baillie Gifford UK Growth Trust plc over the last ten years is 1.97%. The current 6.17% ROE has changed 213.18% with respect to the historical average. Over the past ten years (40 quarters), BGUK.L's ROE was at its highest in in the April 2020 quarter at 57.09%. The ROE was at its lowest in in the April 2009 quarter at -27.49%.
Average
1.97%
Median
0.45%
Minimum
-19.00%
Maximum
27.09%
Discovering the peaks and valleys of Baillie Gifford UK Growth 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 = 4.63%
Maximum Annual ROE = 27.09%
Minimum Annual Increase = -17081.38%
Minimum Annual ROE = -19.00%
| Year | ROE | Change |
|---|---|---|
| 2025 | 6.50% | 4.63% |
| 2024 | 0.14% | -81.98% |
| 2023 | 0.76% | -104.01% |
| 2022 | -19.00% | -170.11% |
| 2021 | 27.09% | -289.81% |
| 2020 | -14.27% | -17081.38% |
| 2019 | 0.08% | -98.97% |
| 2018 | 8.15% | -45.92% |
| 2017 | 15.07% | -412.03% |
| 2016 | -4.83% | -379.07% |
The current ROE of Baillie Gifford UK Growth Trust plc (BGUK.L) 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
2.47%
5-year avg
3.10%
10-year avg
1.97%
Baillie Gifford UK Growth Trust plc’s ROE is greater than Montanaro European Smaller Companies Trust plc (-1.40%), greater than Albion Technology & General VCT PLC (0.04%), less than The Diverse Income Trust plc (11.81%), less than International Biotechnology Trust plc (6.31%), less than Albion Enterprise VCT PLC (6.79%), less than AVI Japan Opportunity Trust PLC (19.31%), greater than The Biotech Growth Trust PLC (-28.74%), less than Aurora Investment Trust plc (6.73%), less than abrdn UK Smaller Companies Growth Trust plc (3.01%), greater than Invesco Global Equity Income Trust (0%),
| Company | ROE | Market cap |
|---|---|---|
| -1.40% | N/A | |
| 0.04% | N/A | |
| 11.81% | N/A | |
| 6.31% | N/A | |
| 6.79% | N/A | |
| 19.31% | N/A | |
| -28.74% | N/A | |
| 6.73% | N/A | |
| 3.01% | N/A | |
| 0% | N/A |
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