BPET.L
BMO Private Equity Trust Plc specializes in secondary indirect, direct and investing in other funds. Within investing in other funds, the fund specializes in private equity funds, offshore funds, buy-out funds, venture funds, mezzanine funds, and investment trusts. Within the direct investment, it invests in mezzanine, early venture, mid venture, late venture, middle market, later stage, mature and buyout. The fund seeks that at the time of investment, no more than 15 per cent of total assets may be invested in United Kingdom listed investment companies, no more than 15 per cent of total assets may be invested in non-UK listed investment companies, no more than 33 per cent of total assets ma...[Read more]
Industry
Asset Management
IPO Date
1999-03-22
Stock Exchange
LSE
Ticker
BPET.L
According to BMO Private Equity Trust Plc’s latest financial reports and current stock price. The company's current ROE is 1.15%. This represents a change of 366.70% compared to the average of 0.25% of the last 4 quarters.
The mean historical ROE of BMO Private Equity Trust Plc over the last ten years is 12.01%. The current 1.15% ROE has changed -90.43% with respect to the historical average. Over the past ten years (40 quarters), BPET.L's ROE was at its highest in in the December 2020 quarter at 20.87%. The ROE was at its lowest in in the June 2020 quarter at -4.49%.
Average
12.01%
Median
10.52%
Minimum
2.70%
Maximum
26.77%
Discovering the peaks and valleys of BMO Private Equity 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 = 103.88%
Maximum Annual ROE = 26.77%
Minimum Annual Increase = -78.95%
Minimum Annual ROE = 2.70%
| Year | ROE | Change |
|---|---|---|
| 2024 | 3.90% | 44.47% |
| 2023 | 2.70% | -78.95% |
| 2022 | 12.81% | -52.14% |
| 2021 | 26.77% | 43.91% |
| 2020 | 18.60% | 91.42% |
| 2019 | 9.72% | -13.35% |
| 2018 | 11.21% | 103.88% |
| 2017 | 5.50% | -71.24% |
| 2016 | 19.12% | 94.81% |
| 2015 | 9.82% | 42.07% |
The current ROE of BMO Private Equity Trust Plc (BPET.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
6.47%
5-year avg
12.95%
10-year avg
12.01%
BMO Private Equity Trust Plc’s ROE is less than Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio (0.16%), less than Henderson International Income Trust plc (9.84%), less than Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (0.16%), greater than Henderson European Focus Trust plc (0%), greater than abrdn New Dawn Investment Trust plc (-7.11%), less than Invesco Asia Trust plc (2.30%), less than JPMorgan Mid Cap Investment Trust plc (6.55%), less than JPMorgan UK Small Cap Growth & Income Plc (8.79%), less than CC Japan Income & Growth Trust plc (2.92%), greater than Harmony Energy Income Trust Plc (-24.41%),
| Company | ROE | Market cap |
|---|---|---|
| 0.16% | N/A | |
| 9.84% | N/A | |
| 0.16% | N/A | |
| 0% | N/A | |
| -7.11% | N/A | |
| 2.30% | N/A | |
| 6.55% | N/A | |
| 8.79% | N/A | |
| 2.92% | N/A | |
| -24.41% | N/A |
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