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
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.
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%.
Average
5.40%
Median
5.50%
Minimum
-9.57%
Maximum
19.22%
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%
| Year | ROE | Change |
|---|---|---|
| 2023 | 0.17% | -97.60% |
| 2022 | 6.89% | -51.69% |
| 2021 | 14.25% | -248.96% |
| 2020 | -9.57% | 182.24% |
| 2019 | -3.39% | -182.26% |
| 2018 | 4.12% | -78.55% |
| 2017 | 19.22% | -2391.36% |
| 2016 | -0.84% | -107.22% |
| 2015 | 11.62% | 0.84% |
| 2014 | 11.52% | -52.56% |
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’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%),
| Company | ROE | Market cap |
|---|---|---|
| 5.99% | N/A | |
| -1.18% | N/A | |
| 11.80% | N/A | |
| -5.80% | N/A | |
| 7.25% | N/A | |
| 0% | N/A | |
| 0.16% | N/A | |
| 0.64% | N/A | |
| 2.92% | N/A | |
| 2.30% | N/A |
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