Keystone Positive Change Investment Trust plc

Keystone Positive Change Investment Trust plcverified

KPC.L

Keystone Investment Trust plc is a closed ended equity mutual fund launched and managed Baillie Gifford & Co Limited. The fund invests in public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund employs fundamental analysis with a top-down stock picking approach, focusing on such factors as sound balance sheets, good cash flows, ability to pay and sustain dividends, good asset bases, and market conditions to create its portfolio. It benchmarks the performance of its portfolio against FTSE All-Share Index. The fund was formerly known as Merrill Lynch UK Investment Trust Plc. Keystone Investment Trust plc was formed o...[Read more]

Industry

Asset Management

IPO Date

2020-02-13

Stock Exchange

LSE

Ticker

KPC.L

The ROE as of December 2025 (TTM) for Keystone Positive Change Investment Trust plc (KPC.L) is 1.86%

According to Keystone Positive Change Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 1.86%. This represents a change of 14.94% compared to the average of 1.62% of the last 4 quarters.

Keystone Positive Change Investment Trust plc (KPC.L) Historical ROE (quarterly & annually)

How has KPC.L ROE performed in the past?

The mean historical ROE of Keystone Positive Change Investment Trust plc over the last ten years is -3.46%. The current 1.86% ROE has changed -153.78% with respect to the historical average. Over the past ten years (40 quarters), KPC.L's ROE was at its highest in in the September 2020 quarter at 17.29%. The ROE was at its lowest in in the March 2020 quarter at -45.72%.

Quarterly (TTM)
Annual

Average

-3.46%

Median

3.56%

Minimum

-54.41%

Maximum

15.02%

Keystone Positive Change Investment Trust plc (KPC.L) ROE by Quarter and Year

Discovering the peaks and valleys of Keystone Positive Change 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 = 27.00%

Maximum Annual ROE = 15.02%

Minimum Annual Increase = -3484.88%

Minimum Annual ROE = -54.41%

Quarterly (TTM)
Annual
YearROEChange
20241.88%-71.16%
20236.53%-112.00%
2022-54.41%-462.30%
202115.02%-167.19%
2020-22.35%-3484.88%
20190.66%-245.48%
2018-0.45%-106.82%
20176.65%27.00%
20165.24%-21.16%
20156.64%-37.23%

Keystone Positive Change Investment Trust plc (KPC.L) Average ROE

How has KPC.L ROE performed in the past?

The current ROE of Keystone Positive Change Investment Trust plc (KPC.L) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

-15.33%

5-year avg

-10.67%

10-year avg

-3.46%

Keystone Positive Change Investment Trust plc (KPC.L) ROE vs. Peers

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

Keystone Positive Change Investment Trust plc’s ROE is less than Schroder UK Public Private Trust plc (0%), less than Albion Development VCT PLC (4.92%), less than Artemis Alpha Trust plc (13.86%), greater than Alpha Real Trust Limited (-0.75%), greater than Artemis UK Future Leaders Ord (-1.55%), greater than BlackRock Sustainable American Income Trust plc (-5.80%), greater than Henderson Diversified Income Trust plc (-4.62%), less than Kings Arms Yard VCT PLC (2.04%), less than Aberforth Split Level Income Trust PLC (11.80%), less than Troy Income & Growth Trust Plc (5.99%),

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