Chelverton Growth Trust PLC

Chelverton Growth Trust PLCverified

CGW.L

Chelverton Growth Trust PLC is a close-ended equity mutual fund launched and managed by Chelverton Asset Management Limited. It invests in the public equity markets of the United Kingdom. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in small-cap stocks of companies listed on the Alternative Investment Market (AIM) with a market capitalization at the time of investment of up to $ 99 million. The fund benchmarks the performance of its portfolio against the FTSE All Share Index. Chelverton Growth Trust PLC was formed on August 9, 2001 and is domiciled in the United Kingdom.

Industry

Asset Management

IPO Date

2001-08-10

Stock Exchange

LSE

Ticker

CGW.L

The ROE as of November 2025 (TTM) for Chelverton Growth Trust PLC (CGW.L) is -6.06%

According to Chelverton Growth Trust PLC’s latest financial reports and current stock price. The company's current ROE is -6.06%. This represents a change of 147.50% compared to the average of -2.45% of the last 4 quarters.

Chelverton Growth Trust PLC (CGW.L) Historical ROE (quarterly & annually)

How has CGW.L ROE performed in the past?

The mean historical ROE of Chelverton Growth Trust PLC over the last ten years is 1.39%. The current -6.06% ROE has changed -534.86% with respect to the historical average. Over the past ten years (40 quarters), CGW.L's ROE was at its highest in in the February 2007 quarter at 16.40%. The ROE was at its lowest in in the February 2009 quarter at -40.69%.

Quarterly (TTM)
Annual

Average

1.39%

Median

9.15%

Minimum

-43.54%

Maximum

29.50%

Chelverton Growth Trust PLC (CGW.L) ROE by Quarter and Year

Discovering the peaks and valleys of Chelverton 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 = 122.69%

Maximum Annual ROE = 29.50%

Minimum Annual Increase = -386.96%

Minimum Annual ROE = -43.54%

Quarterly (TTM)
Annual
YearROEChange
2022-6.25%-121.18%
202129.50%-386.96%
2020-10.28%-70.66%
2019-35.04%-19.52%
2018-43.54%-261.38%
201726.98%122.69%
201612.11%95.84%
20156.19%-52.42%
201413.00%-38.85%
201321.26%50.48%

Chelverton Growth Trust PLC (CGW.L) Average ROE

How has CGW.L ROE performed in the past?

The current ROE of Chelverton Growth Trust PLC (CGW.L) is less than than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

3-year avg

4.32%

5-year avg

-13.12%

10-year avg

1.39%

Chelverton Growth Trust PLC (CGW.L) ROE vs. Peers

How is CGW.L’s ROE compared to its peers?

Chelverton Growth Trust PLC’s ROE is greater than Blue Planet Investment Trust plc (-77.86%), greater than NB Global Monthly Income Fund Limited (-23.97%), greater than New Century AIM VCT 2 PLC (-34.57%), less than New Century AIM VCT Plc (1.52%), less than Liontrust Income Fund C Inc GBP (0%), greater than Downing Strategic Micro-Cap Investment Trust PLC (-17.76%), greater than Oxford Technology Venture Capital Trust Plc (-15.22%), less than Edge Performance VCT Public Limited Company (47.26%), less than Highbridge Tactical Credit Fund Limited (12.83%), greater than SLF Realisation Fund Limited (-10.75%),

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