Invesco Asia Trust plc

Invesco Asia Trust plcverified

IAT.L

Invesco Asia Trust plc is a closed-ended equity mutual fund launched and managed by Invesco Fund Managers Limited. It is co-managed by INVESCO Asset Management Limited. The fund invests in the public equity markets of Asia and Australia. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies. It employs fundamental analysis with both bottom-up and top-down stock picking approaches, focusing on such factors as pricing power, market share trends, cash flow, competitive position, future business drivers, and management strategy to create its portfolio. The fund benchmarks the performance of its portfolio against MS...[Read more]

Industry

Asset Management

IPO Date

1995-07-11

Stock Exchange

LSE

Ticker

IAT.L

The ROE as of November 2025 (TTM) for Invesco Asia Trust plc (IAT.L) is 2.30%

According to Invesco Asia Trust plc’s latest financial reports and current stock price. The company's current ROE is 2.30%. This represents a change of -75.03% compared to the average of 9.22% of the last 4 quarters.

Invesco Asia Trust plc (IAT.L) Historical ROE (quarterly & annually)

How has IAT.L ROE performed in the past?

The mean historical ROE of Invesco Asia Trust plc over the last ten years is 7.80%. The current 2.30% ROE has changed -70.48% with respect to the historical average. Over the past ten years (40 quarters), IAT.L's ROE was at its highest in in the April 2020 quarter at 36.27%. The ROE was at its lowest in in the October 2022 quarter at -15.14%.

Quarterly (TTM)
Annual

Average

7.80%

Median

1.72%

Minimum

-12.54%

Maximum

37.12%

Invesco Asia Trust plc (IAT.L) ROE by Quarter and Year

Discovering the peaks and valleys of Invesco Asia 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 = 40.34%

Maximum Annual ROE = 37.12%

Minimum Annual Increase = -2499.84%

Minimum Annual ROE = -12.54%

Quarterly (TTM)
Annual
YearROEChange
20242.34%110.19%
20231.11%-114.87%
2022-7.47%-120.13%
202137.12%-396.04%
2020-12.54%-2499.84%
20190.52%-96.34%
201814.29%-50.56%
201728.90%-446.47%
2016-8.34%-137.78%
201522.08%40.34%

Invesco Asia Trust plc (IAT.L) Average ROE

How has IAT.L ROE performed in the past?

The current ROE of Invesco Asia Trust plc (IAT.L) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-1.34%

5-year avg

4.11%

10-year avg

7.80%

Invesco Asia Trust plc (IAT.L) ROE vs. Peers

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

Invesco Asia Trust plc’s ROE is greater than abrdn New Dawn Investment Trust plc (-7.11%), less than JPMorgan Mid Cap Investment Trust plc (6.55%), less than CC Japan Income & Growth Trust plc (2.92%), less than Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (0.16%), greater than Harmony Energy Income Trust Plc (-24.41%), less than Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio (0.16%), less than Invesco Perpetual Select Trust (0.16%), greater than Artemis UK Future Leaders Ord (-1.55%), less than Franklin Global Trust Ord (7.25%), less than The Income & Growth VCT plc (0.64%),

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