The Edinburgh Investment Trust plc

The Edinburgh Investment Trust plc - ROEverified

EHITF

Price:

$10.76

Market Cap:

$1.06B

Managed by Majedie Asset Management Limited, The Edinburgh Investment Trust plc operates as a closed-end investment company, concentrating its equity investments within the publicly traded stock markets of the United Kingdom. The Trust pursues a strategy of broad diversification across various industry sectors, primarily allocating capital to growth-oriented businesses that also distribute dividends to shareholders. Its financial performance is measured against the FTSE All-Share Index. This investment vehicle was established on March 1, 1889, and is legally domiciled in the United Kingdom.

Industry

Asset Management

IPO Date

2023-04-19

Stock Exchange

OTC

Ticker

EHITF

The ROE as of July 2026 (TTM) for The Edinburgh Investment Trust plc (EHITF) is 7.03%

According to The Edinburgh Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 7.03%. This represents a change of 103.85% compared to the average of 3.45% of the last 4 quarters.

The Edinburgh Investment Trust plc (EHITF) Historical ROE (quarterly & annually)

How has EHITF ROE performed in the past?

The mean historical ROE of The Edinburgh Investment Trust plc over the last ten years is 3.85%. The current 7.03% ROE has changed 82.50% with respect to the historical average. Over the past ten years (40 quarters), EHITF's ROE was at its highest in in the March 2020 quarter at 21.10%. The ROE was at its lowest in in the March 2009 quarter at -19.60%.

Quarterly (TTM)
Annual

Average

3.85%

Median

7.48%

Minimum

-38.41%

Maximum

25.53%

The Edinburgh Investment Trust plc (EHITF) ROE by Quarter and Year

Discovering the peaks and valleys of The Edinburgh 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 = 212.96%

Maximum Annual ROE = 25.53%

Minimum Annual Increase = -1517.37%

Minimum Annual ROE = -38.41%

Quarterly (TTM)
Annual
YearROEChange
20267.38%-2.81%
20257.59%-34.60%
202411.60%212.96%
20233.71%-69.06%
202211.98%-53.05%
202125.53%-166.46%
2020-38.41%-1517.37%
20192.71%-145.08%
2018-6.01%-148.24%
201712.46%190.98%

The Edinburgh Investment Trust plc (EHITF) Average ROE

How has EHITF ROE performed in the past?

The current ROE of The Edinburgh Investment Trust plc (EHITF) 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

8.86%

5-year avg

8.45%

10-year avg

3.85%

The Edinburgh Investment Trust plc (EHITF) ROE vs. Peers

How is EHITF’s ROE compared to its peers?

The Edinburgh Investment Trust plc’s ROE is less than AVI Global Trust plc (4.87%), less than BlackRock World Mining Trust plc (52.74%), less than Baillie Gifford US Growth Trust PLC (7.17%), greater than Henderson European Trust Plc (0%), less than The European Smaller Companies Trust PLC (29.01%), less than Witan Investment Trust plc (11.70%), greater than JPMorgan Indian Investment Trust plc (-22.45%), less than Templeton Emerging Markets Investment Trust plc (31.30%), less than JPMorgan European Discovery Trust plc (19.15%), less than The Monks Investment Trust PLC (24.22%),

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