MIGO Opportunities Trust plc

MIGO Opportunities Trust plcverified

MIGO.L

Miton Global Opportunities Plc is a close-ended balanced fund of funds launched by Miton Group plc. It is managed by Miton Asset Management Limited. The fund invests in the funds investing in the public equity and fixed income markets across the globe. It primarily invests in other close ended funds. The fund benchmarks the performance of its portfolio against the FTSE All-Share Equity Investment Instruments Index and the FTSE All-Share Index. It was formerly known as Miton Worldwide Growth Investment Trust plc. Miton Global Opportunities Plc was formed on April 06, 2004 and is domiciled in the United Kingdom.

Industry

Asset Management

IPO Date

2004-04-06

Stock Exchange

LSE

Ticker

MIGO.L

The ROE as of December 2025 (TTM) for MIGO Opportunities Trust plc (MIGO.L) is -5.67%

According to MIGO Opportunities Trust plc’s latest financial reports and current stock price. The company's current ROE is -5.67%. This represents a change of -664.92% compared to the average of 1.00% of the last 4 quarters.

MIGO Opportunities Trust plc (MIGO.L) Historical ROE (quarterly & annually)

How has MIGO.L ROE performed in the past?

The mean historical ROE of MIGO Opportunities Trust plc over the last ten years is 4.60%. The current -5.67% ROE has changed -223.20% with respect to the historical average. Over the past ten years (40 quarters), MIGO.L's ROE was at its highest in in the April 2020 quarter at 44.82%. The ROE was at its lowest in in the April 2009 quarter at -25.17%.

Quarterly (TTM)
Annual

Average

4.60%

Median

2.38%

Minimum

-23.39%

Maximum

35.97%

MIGO Opportunities Trust plc (MIGO.L) ROE by Quarter and Year

Discovering the peaks and valleys of MIGO Opportunities 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 = 6.44%

Maximum Annual ROE = 35.97%

Minimum Annual Increase = -351.94%

Minimum Annual ROE = -23.39%

Quarterly (TTM)
Annual
YearROEChange
2025-6.04%-159.32%
202410.19%-193.55%
2023-10.89%-351.94%
20224.32%-87.98%
202135.97%-253.77%
2020-23.39%6.44%
2019-0.36%-103.91%
20189.14%-65.69%
201726.65%5.92%
20160.44%-94.34%

MIGO Opportunities Trust plc (MIGO.L) Average ROE

How has MIGO.L ROE performed in the past?

The current ROE of MIGO Opportunities Trust plc (MIGO.L) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-2.25%

5-year avg

6.71%

10-year avg

4.60%

MIGO Opportunities Trust plc (MIGO.L) ROE vs. Peers

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

MIGO Opportunities Trust plc’s ROE is greater than Octopus AIM VCT 2 plc (-9.05%), less than Vanguard FTSE Global All Cap Index Fund GBP Inc (0%), less than Vanguard FTSE Global All Cap Index Fund GBP Acc (0%), less than Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund Institutional Plus GBP Acc (0%), less than Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund GBP Inc (0%), less than Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund GBP Acc (0%), less than Maven Income and Growth VCT 5 PLC (4.12%), less than Vanguard LifeStrategy 40% Equity Fund A Inc (0%), less than Baker Steel Resources Trust Ltd. (0%), greater than Maven Income and Growth VCT 4 PLC (-2.94%),

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