MIX.L
Mobeus Income & Growth VCT Plc is a venture capital trust which specializes in investments in mature stage investments in unquoted companies. However, it can co-invest in larger mature unquoted companies. The fund seeks to invest in companies based in the United Kingdom. It initially invests from £0.02 million ($0.03 million) to £1 million ($1.56 million) in its portfolio companies. The fund structures its investments as part equity and part loan. It invests in companies having not more than £15 million ($23.33 million) of gross assets at the time of investment.
Industry
Asset Management - Income
IPO Date
2004-10-08
Stock Exchange
LSE
Ticker
MIX.L
According to Mobeus Income & Growth VCT Plc’s latest financial reports and current stock price. The company's current ROE is -1.18%. This represents a change of -159.33% compared to the average of 1.99% of the last 4 quarters.
The mean historical ROE of Mobeus Income & Growth VCT Plc over the last ten years is 7.78%. The current -1.18% ROE has changed -115.20% with respect to the historical average. Over the past ten years (40 quarters), MIX.L's ROE was at its highest in in the June 2020 quarter at 166.84%. The ROE was at its lowest in in the March 2022 quarter at -6.70%.
Average
7.78%
Median
7.48%
Minimum
-18.73%
Maximum
31.44%
Discovering the peaks and valleys of Mobeus Income & Growth VCT 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 = 383.82%
Maximum Annual ROE = 31.44%
Minimum Annual Increase = -159.58%
Minimum Annual ROE = -18.73%
| Year | ROE | Change |
|---|---|---|
| 2024 | 0% | -100.00% |
| 2023 | 6.62% | -135.33% |
| 2022 | -18.73% | -159.58% |
| 2021 | 31.44% | 54.29% |
| 2020 | 20.38% | 47.94% |
| 2019 | 13.77% | 170.12% |
| 2018 | 5.10% | -38.89% |
| 2017 | 8.34% | 383.82% |
| 2016 | 1.72% | -81.12% |
| 2015 | 9.13% | -48.60% |
The current ROE of Mobeus Income & Growth VCT Plc (MIX.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
-4.04%
5-year avg
7.94%
10-year avg
7.78%
Mobeus Income & Growth VCT Plc’s ROE is less than Aberforth Split Level Income Trust PLC (11.80%), less than Troy Income & Growth Trust Plc (5.99%), greater than BlackRock Sustainable American Income Trust plc (-5.80%), less than Invesco Perpetual Select Trust (0.16%), less than The Income & Growth VCT plc (0.64%), less than Thames Ventures VCT 1 plc (0%), less than Albion Development VCT PLC (4.92%), less than Franklin Global Trust Ord (7.25%), less than Kings Arms Yard VCT PLC (2.04%), less than Schroder UK Public Private Trust plc (0%),
| Company | ROE | Market cap |
|---|---|---|
| 11.80% | N/A | |
| 5.99% | N/A | |
| -5.80% | N/A | |
| 0.16% | N/A | |
| 0.64% | N/A | |
| 0% | N/A | |
| 4.92% | N/A | |
| 7.25% | N/A | |
| 2.04% | N/A | |
| 0% | N/A |
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