F&C Investment Trust PLC

F&C Investment Trust PLC - ROEverified

FLIVF

Price:

$4.63

Market Cap:

$6.53B

F&C Investment Trust PLC operates as a dedicated investment entity. Its core objective is to generate sustained growth in both its capital base and income streams, accomplished through a diverse international investment portfolio. The active management of this portfolio is entrusted to F&C Management Limited. The trust's operations are rooted in London, United Kingdom.

Industry

Asset Management

IPO Date

2023-07-28

Stock Exchange

OTC

Ticker

FLIVF

The ROE as of September 2026 (TTM) for F&C Investment Trust PLC (FLIVF) is 22.14%

According to F&C Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 22.14%. This represents a change of 213.34% compared to the average of 7.07% of the last 4 quarters.

F&C Investment Trust PLC (FLIVF) Historical ROE (quarterly & annually)

How has FLIVF ROE performed in the past?

The mean historical ROE of F&C Investment Trust PLC over the last ten years is 10.41%. The current 22.14% ROE has changed 112.69% with respect to the historical average. Over the past ten years (40 quarters), FLIVF's ROE was at its highest in in the December 2016 quarter at 13.26%. The ROE was at its lowest in in the December 2008 quarter at -18.18%.

Quarterly (TTM)
Annual

Average

10.41%

Median

12.92%

Minimum

-10.57%

Maximum

19.37%

F&C Investment Trust PLC (FLIVF) ROE by Quarter and Year

Discovering the peaks and valleys of F&C 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 = 171.56%

Maximum Annual ROE = 19.37%

Minimum Annual Increase = -586.70%

Minimum Annual ROE = -10.57%

Quarterly (TTM)
Annual
YearROEChange
202510.77%-38.81%
202417.61%66.35%
202310.58%-200.15%
2022-10.57%-160.71%
202117.41%54.87%
202011.24%-31.79%
201916.48%-586.70%
2018-3.39%-123.19%
201714.60%-24.64%
201619.37%171.56%

F&C Investment Trust PLC (FLIVF) Average ROE

How has FLIVF ROE performed in the past?

The current ROE of F&C Investment Trust PLC (FLIVF) 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

12.99%

5-year avg

9.16%

10-year avg

10.41%

F&C Investment Trust PLC (FLIVF) ROE vs. Peers

How is FLIVF’s ROE compared to its peers?

F&C Investment Trust PLC’s ROE is less than BlackRock World Mining Trust plc (44.05%), less than The Monks Investment Trust PLC (24.22%), less than The European Smaller Companies Trust PLC (29.01%), less than BB Biotech AG (49.95%), less than The Edinburgh Investment Trust plc (7.03%), less than Templeton Emerging Markets Investment Trust plc (31.30%), less than The City of London Investment Trust plc (18.79%), greater than JPMorgan Indian Investment Trust plc (-22.45%), less than AVI Global Trust plc (4.87%), greater than Henderson European Trust Plc (0%),

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