Invesco Perpetual Select Trust

Invesco Perpetual Select Trustverified

IVPG.L

Invesco Perpetual Select Trust plc - Global Equity Share Portfolio is an open 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 across the globe. It invests in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies. It employs a combination of fundamental, quantitative, and qualitative analysis along with a bottom up and top down stock picking approach to make its investments. The fund benchmarks the performance of its portfolio against the MSCI World Index. It was formerly known as Merrill Lynch Asset...[Read more]

Industry

Asset Management - Income

IPO Date

2006-11-23

Stock Exchange

LSE

Ticker

IVPG.L

The ROE as of November 2025 (TTM) for Invesco Perpetual Select Trust (IVPG.L) is 0.16%

According to Invesco Perpetual Select Trust’s latest financial reports and current stock price. The company's current ROE is 0.16%. This represents a change of Infinity% compared to the average of 0% of the last 4 quarters.

Invesco Perpetual Select Trust (IVPG.L) Historical ROE (quarterly & annually)

How has IVPG.L ROE performed in the past?

The mean historical ROE of Invesco Perpetual Select Trust over the last ten years is 5.40%. The current 0.16% ROE has changed -97.05% with respect to the historical average. Over the past ten years (40 quarters), IVPG.L's ROE was at its highest in in the November 2007 quarter at 0%. The ROE was at its lowest in in the November 2007 quarter at 0%.

Quarterly (TTM)
Annual

Average

5.40%

Median

5.50%

Minimum

-9.57%

Maximum

19.22%

Invesco Perpetual Select Trust (IVPG.L) ROE by Quarter and Year

Discovering the peaks and valleys of Invesco Perpetual Select Trust 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 = 182.24%

Maximum Annual ROE = 19.22%

Minimum Annual Increase = -2391.36%

Minimum Annual ROE = -9.57%

Quarterly (TTM)
Annual
YearROEChange
20230.17%-97.60%
20226.89%-51.69%
202114.25%-248.96%
2020-9.57%182.24%
2019-3.39%-182.26%
20184.12%-78.55%
201719.22%-2391.36%
2016-0.84%-107.22%
201511.62%0.84%
201411.52%-52.56%

Invesco Perpetual Select Trust (IVPG.L) Average ROE

How has IVPG.L ROE performed in the past?

The current ROE of Invesco Perpetual Select Trust (IVPG.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

7.10%

5-year avg

1.67%

10-year avg

5.40%

Invesco Perpetual Select Trust (IVPG.L) ROE vs. Peers

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

Invesco Perpetual Select Trust’s ROE is less than Troy Income & Growth Trust Plc (5.99%), greater than Mobeus Income & Growth VCT Plc (-1.18%), less than Aberforth Split Level Income Trust PLC (11.80%), greater than BlackRock Sustainable American Income Trust plc (-5.80%), less than Franklin Global Trust Ord (7.25%), greater than Thames Ventures VCT 1 plc (0%), less than Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (0.16%), less than The Income & Growth VCT plc (0.64%), less than CC Japan Income & Growth Trust plc (2.92%), less than Invesco Asia Trust plc (2.30%),

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