The Independent Investment Trust PLC

The Independent Investment Trust PLCverified

IIT.L

The Independent Investment Trust PLC is a publically owned investment manager. The firm launches and manages equity mutual fund for its clients. It invests in public equity markets across the globe. The Independent Investment Trust PLC was founded in 2000 and is based in Edinburgh, United Kingdom.

Industry

Asset Management

IPO Date

2000-10-18

Stock Exchange

LSE

Ticker

IIT.L

The ROE as of December 2025 (TTM) for The Independent Investment Trust PLC (IIT.L) is 13.37%

According to The Independent Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 13.37%. This represents a change of Infinity% compared to the average of 0% of the last 4 quarters.

The Independent Investment Trust PLC (IIT.L) Historical ROE (quarterly & annually)

How has IIT.L ROE performed in the past?

The mean historical ROE of The Independent Investment Trust PLC over the last ten years is 10.41%. The current 13.37% ROE has changed 28.44% with respect to the historical average. Over the past ten years (40 quarters), IIT.L's ROE was at its highest in in the May 2017 quarter at 10.12%. The ROE was at its lowest in in the May 2018 quarter at -2.46%.

Quarterly (TTM)
Annual

Average

10.41%

Median

9.19%

Minimum

-12.07%

Maximum

35.55%

The Independent Investment Trust PLC (IIT.L) ROE by Quarter and Year

Discovering the peaks and valleys of The Independent 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 = 663.85%

Maximum Annual ROE = 35.55%

Minimum Annual Increase = -727.01%

Minimum Annual ROE = -12.07%

Quarterly (TTM)
Annual
YearROEChange
202112.75%-637.71%
2020-2.37%-129.97%
20197.92%-165.58%
2018-12.07%-133.95%
201735.55%663.85%
20164.65%-79.08%
201522.24%134.37%
20149.49%-44.22%
201317.01%91.43%
20128.89%-727.01%

The Independent Investment Trust PLC (IIT.L) Average ROE

How has IIT.L ROE performed in the past?

The current ROE of The Independent Investment Trust PLC (IIT.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

6.10%

5-year avg

8.36%

10-year avg

10.41%

The Independent Investment Trust PLC (IIT.L) ROE vs. Peers

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

The Independent Investment Trust PLC’s ROE is less than Invesco Asia Trust plc (2.30%), less than JPMorgan Mid Cap Investment Trust plc (6.55%), less than CC Japan Income & Growth Trust plc (2.92%), greater than Harmony Energy Income Trust Plc (-24.41%), greater than abrdn New Dawn Investment Trust plc (-7.11%), less than The Income & Growth VCT plc (0.64%), less than Franklin Global Trust Ord (7.25%), greater than Mobeus Income & Growth VCT Plc (-1.18%), greater than Thames Ventures VCT 1 plc (0%), greater than Artemis UK Future Leaders Ord (-1.55%),

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