Liontrust Asset Management PLC

Liontrust Asset Management PLCverified

LIO.L

Liontrust Asset Management Plc is a publicly owned investment manager. The firm also launches equity, fixed income, , multi-asset and managed funds for its clients. It invests into the public equity and multi-asset markets across the globe. The firm was formerly known as River and Mercantile Investment Management Limited. Liontrust Asset Management Plc was founded in 1994 and is based in London, United Kingdom.

Industry

Asset Management

IPO Date

1999-07-21

Stock Exchange

LSE

Ticker

LIO.L

The ROE as of December 2025 (TTM) for Liontrust Asset Management PLC (LIO.L) is 11.65%

According to Liontrust Asset Management PLC’s latest financial reports and current stock price. The company's current ROE is 11.65%. This represents a change of -7.76% compared to the average of 12.63% of the last 4 quarters.

Liontrust Asset Management PLC (LIO.L) Historical ROE (quarterly & annually)

How has LIO.L ROE performed in the past?

The mean historical ROE of Liontrust Asset Management PLC over the last ten years is 19.96%. The current 11.65% ROE has changed -41.64% with respect to the historical average. Over the past ten years (40 quarters), LIO.L's ROE was at its highest in in the March 2020 quarter at 61.94%. The ROE was at its lowest in in the March 2011 quarter at -14.85%.

Quarterly (TTM)
Annual

Average

19.96%

Median

17.92%

Minimum

-2.04%

Maximum

36.11%

Liontrust Asset Management PLC (LIO.L) ROE by Quarter and Year

Discovering the peaks and valleys of Liontrust Asset Management 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 = 100.15%

Maximum Annual ROE = 36.11%

Minimum Annual Increase = -692.91%

Minimum Annual ROE = -2.04%

Quarterly (TTM)
Annual
YearROEChange
202512.08%-692.91%
2024-2.04%-111.45%
202317.80%-44.64%
202232.15%89.81%
202116.94%13.49%
202014.92%-58.67%
201936.11%100.15%
201818.04%-29.86%
201725.72%-7.90%
201627.92%6.84%

Liontrust Asset Management PLC (LIO.L) Average ROE

How has LIO.L ROE performed in the past?

The current ROE of Liontrust Asset Management PLC (LIO.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

9.28%

5-year avg

15.39%

10-year avg

19.96%

Liontrust Asset Management PLC (LIO.L) ROE vs. Peers

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

Liontrust Asset Management PLC’s ROE is less than City of London Investment Group PLC (11.32%), greater than CQS Natural Resources Growth and Income plc (-3.58%), less than Volta Finance Limited (17.88%), greater than Riverstone Energy Limited (-16.25%), less than Impax Asset Management Group plc (24.85%), less than Marwyn Value Investors Limited (16.81%), greater than UIL Limited (-12.38%), less than Strategic Equity Capital plc (4.13%), less than Duke Capital Limited (1.18%), greater than Augmentum Fintech PLC (-5.25%),

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