Dunedin Enterprise Investment Trust PLC

Dunedin Enterprise Investment Trust PLCverified

DNE.L

Dunedin Enterprise Investment Trust PLC specializes in direct investments, fund of fund investments, and investments in listed private equity companies. In the case of direct investments, it specializes in investments in management buyouts, management buy ins, and growing businesses in lower middle markets. The firm also specializes in organic growth, buy and build, internationalization, roll-out or international growth strategies. It primarily invests in aerospace and defense, automobiles and parts, consumer products and services, construction and building materials, electronic and electrical equipment, general retailers, household goods and textiles, medical, biotechnology, insurance, heal...[Read more]

Industry

Asset Management

IPO Date

1987-04-01

Stock Exchange

LSE

Ticker

DNE.L

The ROE as of November 2025 (TTM) for Dunedin Enterprise Investment Trust PLC (DNE.L) is 3.62%

According to Dunedin Enterprise Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 3.62%. This represents a change of -36.34% compared to the average of 5.69% of the last 4 quarters.

Dunedin Enterprise Investment Trust PLC (DNE.L) Historical ROE (quarterly & annually)

How has DNE.L ROE performed in the past?

The mean historical ROE of Dunedin Enterprise Investment Trust PLC over the last ten years is 10.55%. The current 3.62% ROE has changed -65.67% with respect to the historical average. Over the past ten years (40 quarters), DNE.L's ROE was at its highest in in the December 2017 quarter at 17.93%. The ROE was at its lowest in in the June 2008 quarter at -16.28%.

Quarterly (TTM)
Annual

Average

10.55%

Median

5.35%

Minimum

-7.77%

Maximum

38.12%

Dunedin Enterprise Investment Trust PLC (DNE.L) ROE by Quarter and Year

Discovering the peaks and valleys of Dunedin Enterprise Investment 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 = 794.02%

Maximum Annual ROE = 38.12%

Minimum Annual Increase = -723.00%

Minimum Annual ROE = -7.77%

Quarterly (TTM)
Annual
YearROEChange
20233.63%-85.98%
202225.88%-32.12%
202138.12%-590.88%
2020-7.77%-158.95%
201913.17%86.33%
20187.07%-70.41%
201723.89%794.02%
20162.67%-723.00%
2015-0.43%-41.24%
2014-0.73%-17.82%

Dunedin Enterprise Investment Trust PLC (DNE.L) Average ROE

How has DNE.L ROE performed in the past?

The current ROE of Dunedin Enterprise Investment Trust PLC (DNE.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

22.54%

5-year avg

14.61%

10-year avg

10.55%

Dunedin Enterprise Investment Trust PLC (DNE.L) ROE vs. Peers

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

Dunedin Enterprise Investment Trust PLC’s ROE is less than Foresight Solar & Technology VCT plc (30.62%), greater than Miton UK MicroCap Trust plc (-15.14%), less than abrdn Latin American Income Fund Limited (5.98%), less than Triple Point Income VCT plc (0.49%), less than Triple Point Income VCT plc (0.49%), less than Triple Point Income VCT plc (0.49%), greater than Downing FOUR VCT plc (-22.34%), less than Momentum Multi-Asset Value Trust plc (0.81%), greater than Jupiter Green Investment Trust PLC (-0.45%), greater than Oxford Technology Venture Capital Trust Plc (-15.22%),

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