HOT.L
Henderson Opportunities Trust plc is a closed-ended equity mutual fund launched and managed by Henderson Investment Funds Limited. It is co-managed by Henderson Global Investors Limited. The fund invests in the public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of companies across all market capitalizations, with an emphasis on small cap companies. It focuses on such factors as attractive valuations, sound prospects, and diverse customer bases to create its portfolio. The fund benchmarks the performance of its portfolio against the FTSE All-Share Index. It was formerly known ...[Read more]
Industry
Asset Management
IPO Date
1985-11-29
Stock Exchange
LSE
Ticker
HOT.L
According to Henderson Opportunities Trust plc’s latest financial reports and current stock price. The company's current ROE is 16.05%. This represents a change of 1.70% compared to the average of 0.89% of the last 4 quarters.
The mean historical ROE of Henderson Opportunities Trust plc over the last ten years is 2.78%. The current 16.05% ROE has changed 476.50% with respect to the historical average. Over the past ten years (40 quarters), HOT.L's ROE was at its highest in in the April 2021 quarter at 36.45%. The ROE was at its lowest in in the October 2008 quarter at -67.10%.
Average
2.78%
Median
0.20%
Minimum
-36.19%
Maximum
37.34%
Discovering the peaks and valleys of Henderson Opportunities 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 = 7.10%
Maximum Annual ROE = 37.34%
Minimum Annual Increase = -9747.69%
Minimum Annual ROE = -36.19%
| Year | ROE | Change |
|---|---|---|
| 2024 | 15.08% | -250.88% |
| 2023 | -9.99% | -72.38% |
| 2022 | -36.19% | -196.91% |
| 2021 | 37.34% | -567.51% |
| 2020 | -7.99% | -9747.69% |
| 2019 | 0.08% | -101.40% |
| 2018 | -5.93% | -125.79% |
| 2017 | 23.01% | 7.10% |
| 2016 | 0.32% | -97.36% |
| 2015 | 12.11% | 262.97% |
The current ROE of Henderson Opportunities Trust plc (HOT.L) is greater than its 3-year, greater than its 5-year, and less than than its 10-year historical averages
3-year avg
-10.37%
5-year avg
-0.35%
10-year avg
2.78%
Henderson Opportunities Trust plc’s ROE is greater than Artemis UK Future Leaders Ord (-1.55%), greater than abrdn Japan Investment Trust plc (-4.89%), less than Kings Arms Yard VCT PLC (2.04%), greater than Amati AIM VCT plc (-2.43%), less than Gulf Investment Fund plc (0%), greater than Ground Rents Income Fund Plc - Warrant (-41.65%), greater than Vanguard LifeStrategy 100% Equity Fund A Inc (0%), less than Artemis Alpha Trust plc (13.86%), less than ThomasLloyd Energy Impact Trust PLC (0%), less than Mobeus Income & Growth 4 VCT plc (5.40%),
| Company | ROE | Market cap |
|---|---|---|
| -1.55% | N/A | |
| -4.89% | N/A | |
| 2.04% | N/A | |
| -2.43% | N/A | |
| 0% | N/A | |
| -41.65% | N/A | |
| 0% | N/A | |
| 13.86% | N/A | |
| 0% | N/A | |
| 5.40% | N/A |
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How does the current ROE for Henderson Opportunities Trust plc (HOT.L) compare to its historical average?