Invesco Perpetual Select Trust plc - UK Equity Share Portfolio

Invesco Perpetual Select Trust plc - UK Equity Share Portfolioverified

IVPU.L

Invesco Perpetual Select Trust plc - UK Equity Share Portfolio is an 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 the United Kingdom. It invests in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. 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 FTSE All-Share Index. It was formerly k...[Read more]

Industry

Asset Management

IPO Date

2006-11-23

Stock Exchange

LSE

Ticker

IVPU.L

The ROE as of December 2025 (TTM) for Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (IVPU.L) is 0.16%

According to Invesco Perpetual Select Trust plc - UK Equity Share Portfolio’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 plc - UK Equity Share Portfolio (IVPU.L) Historical ROE (quarterly & annually)

How has IVPU.L ROE performed in the past?

The mean historical ROE of Invesco Perpetual Select Trust plc - UK Equity Share Portfolio 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), IVPU.L's ROE was at its highest in in the May 2010 quarter at 23.53%. The ROE was at its lowest in in the November 2008 quarter at -31.75%.

Quarterly (TTM)
Annual

Average

5.40%

Median

5.50%

Minimum

-9.57%

Maximum

19.22%

Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (IVPU.L) ROE by Quarter and Year

Discovering the peaks and valleys of Invesco Perpetual Select Trust plc - UK Equity Share Portfolio 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 plc - UK Equity Share Portfolio (IVPU.L) Average ROE

How has IVPU.L ROE performed in the past?

The current ROE of Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (IVPU.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 plc - UK Equity Share Portfolio (IVPU.L) ROE vs. Peers

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

Invesco Perpetual Select Trust plc - UK Equity Share Portfolio’s ROE is less than Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio (0.16%), less than Invesco Perpetual Select Trust (0.16%), less than Invesco Asia Trust plc (2.30%), less than JPMorgan Mid Cap Investment Trust plc (6.55%), less than European Assets Trust PLC (6.99%), greater than abrdn New Dawn Investment Trust plc (-7.11%), less than Henderson International Income Trust plc (9.84%), greater than Artemis UK Future Leaders Ord (-1.55%), less than CC Japan Income & Growth Trust plc (2.92%), less than Franklin Global Trust Ord (7.25%),

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Frequently asked questions❓

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How does the current ROE for Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (IVPU.L) compare to its historical average?