Mobius Investment Trust plc

Mobius Investment Trust plcverified

MMIT.L

Mobius Investment Trust PLC is a closed-ended fund launched and managed by Mobius Capital Partners LLP. It invests in the public equity markets of emerging or frontier markets across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in stocks of small and mid-cap companies. Mobius Investment Trust PLC was formed on August 7, 2018 and is domiciled in the United Kingdom.

Industry

Asset Management

IPO Date

2018-10-01

Stock Exchange

LSE

Ticker

MMIT.L

The ROE as of December 2025 (TTM) for Mobius Investment Trust plc (MMIT.L) is 1.77%

According to Mobius Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 1.77%. This represents a change of -41.64% compared to the average of 3.03% of the last 4 quarters.

Mobius Investment Trust plc (MMIT.L) Historical ROE (quarterly & annually)

How has MMIT.L ROE performed in the past?

The mean historical ROE of Mobius Investment Trust plc over the last ten years is 6.18%. The current 1.77% ROE has changed -71.40% with respect to the historical average. Over the past ten years (40 quarters), MMIT.L's ROE was at its highest in in the May 2021 quarter at 18.55%. The ROE was at its lowest in in the May 2022 quarter at -13.21%.

Quarterly (TTM)
Annual

Average

6.18%

Median

6.39%

Minimum

-14.30%

Maximum

29.98%

Mobius Investment Trust plc (MMIT.L) ROE by Quarter and Year

Discovering the peaks and valleys of Mobius 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 = 114.27%

Maximum Annual ROE = 29.98%

Minimum Annual Increase = -360.63%

Minimum Annual ROE = -14.30%

Quarterly (TTM)
Annual
YearROEChange
20244.90%-37.89%
20237.88%-155.11%
2022-14.30%-147.72%
202129.98%114.27%
202013.99%-360.63%

Mobius Investment Trust plc (MMIT.L) Average ROE

How has MMIT.L ROE performed in the past?

The current ROE of Mobius Investment Trust plc (MMIT.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

-0.51%

5-year avg

8.49%

10-year avg

6.18%

Mobius Investment Trust plc (MMIT.L) ROE vs. Peers

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

Mobius Investment Trust plc’s ROE is greater than Unicorn AIM VCT plc (-1.58%), greater than Downing Renewables & Infrastructure Trust PLC (-2.03%), less than British Smaller Companies VCT 2 plc (2.80%), less than ProVen VCT plc (1.44%), greater than Vanguard LifeStrategy 60% Equity Fund A Inc (0%), greater than BlackRock Energy and Resources Income Trust plc (-9.91%), greater than Vanguard LifeStrategy 60% Equity Fund A Acc (0%), greater than Vanguard LifeStrategy 80% Equity Fund A Inc (0%), less than Baillie Gifford China Growth Trust PLC (30.93%), greater than Bellevue Healthcare Trust plc (-14.27%),

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