The ROE as of February 2026 (TTM) for INVESCO Perpetual UK Smaller Companies Investment Trust plc (IPU.L) is -8.75%

According to INVESCO Perpetual UK Smaller Companies Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is -8.75%. This represents a change of 3.92% compared to the average of -0.22% of the last 4 quarters.

INVESCO Perpetual UK Smaller Companies Investment Trust plc (IPU.L) Historical ROE (quarterly & annually)

How has IPU.L ROE performed in the past?

The mean historical ROE of INVESCO Perpetual UK Smaller Companies Investment Trust plc over the last ten years is 5.11%. The current -8.75% ROE has changed -271.27% with respect to the historical average. Over the past ten years (40 quarters), IPU.L's ROE was at its highest in in the July 2024 quarter at 6.08%. The ROE was at its lowest in in the January 2025 quarter at -9.81%.

INVESCO Perpetual UK Smaller Companies Investment Trust plc (IPU.L) ROE by Quarter and Year

Discovering the peaks and valleys of INVESCO Perpetual UK Smaller Companies 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.

INVESCO Perpetual UK Smaller Companies Investment Trust plc (IPU.L) Average ROE

How has IPU.L ROE performed in the past?

The current ROE of INVESCO Perpetual UK Smaller Companies Investment Trust plc (IPU.L) is greater than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

INVESCO Perpetual UK Smaller Companies Investment Trust plc (IPU.L) ROE vs. Peers

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

INVESCO Perpetual UK Smaller Companies Investment Trust plc’s ROE is less than Kings Arms Yard VCT PLC (2.04%), less than Vanguard LifeStrategy 100% Equity Fund A Inc (0%), less than Artemis Alpha Trust plc (13.86%), less than Henderson Opportunities Trust plc (16.05%), greater than Alpha Real Trust Limited (-0.75%), less than Albion Development VCT PLC (4.92%), less than ThomasLloyd Energy Impact Trust PLC (0%), less than Schroder UK Public Private Trust plc (0%), greater than Henderson Diversified Income Trust plc (-4.62%), less than Keystone Positive Change Investment Trust plc (1.86%),

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