MTU.L
Montanaro UK Smaller Companies Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Montanaro Investment Managers Ltd. It invests in the public equity markets of the United Kingdom. The fund seeks to invest in stocks of small-cap companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Numis Smaller Companies Index (ex-IC) (Capital Return). Montanaro UK Smaller Companies Investment Trust PLC was formed on March 16, 1995 and is domiciled in the United Kingdom.
Industry
Asset Management
IPO Date
1995-03-16
Stock Exchange
LSE
Ticker
MTU.L
According to Montanaro UK Smaller Companies Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is -8.22%. This represents a change of -667.35% compared to the average of 1.45% of the last 4 quarters.
The mean historical ROE of Montanaro UK Smaller Companies Investment Trust PLC over the last ten years is 1.85%. The current -8.22% ROE has changed -545.63% with respect to the historical average. Over the past ten years (40 quarters), MTU.L's ROE was at its highest in in the March 2010 quarter at 19.25%. The ROE was at its lowest in in the September 2022 quarter at -27.55%.
Average
1.85%
Median
0.60%
Minimum
-14.21%
Maximum
26.91%
Discovering the peaks and valleys of Montanaro UK Smaller Companies 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 = 522.02%
Maximum Annual ROE = 26.91%
Minimum Annual Increase = -407.28%
Minimum Annual ROE = -14.21%
| Year | ROE | Change |
|---|---|---|
| 2025 | -9.24% | -222.05% |
| 2024 | 7.57% | -153.26% |
| 2023 | -14.21% | 196.33% |
| 2022 | -4.79% | -117.82% |
| 2021 | 26.91% | -407.28% |
| 2020 | -8.76% | 522.02% |
| 2019 | -1.41% | -116.49% |
| 2018 | 8.54% | -24.08% |
| 2017 | 11.25% | 332.65% |
| 2016 | 2.60% | -191.36% |
The current ROE of Montanaro UK Smaller Companies Investment Trust PLC (MTU.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
-5.29%
5-year avg
1.25%
10-year avg
1.85%
Montanaro UK Smaller Companies Investment Trust PLC’s ROE is greater than Hargreave Hale AIM VCT plc (-10.78%), less than Northern 3 VCT PLC (5.71%), less than Northern Venture Trust PLC (6.39%), less than Aberforth Geared Value & Inc ZDP (0%), greater than Molten Ventures VCT plc (-4.35%), less than Northern 2 VCT PLC (6.55%), greater than Octopus AIM VCT PLC (-5.22%), less than Aberforth Geared Value & Income Ord (0%), less than BlackRock Latin American Investment Trust plc (15.46%), greater than Bellevue Healthcare Trust plc (-14.27%),
| Company | ROE | Market cap |
|---|---|---|
| -10.78% | N/A | |
| 5.71% | N/A | |
| 6.39% | N/A | |
| 0% | N/A | |
| -4.35% | N/A | |
| 6.55% | N/A | |
| -5.22% | N/A | |
| 0% | N/A | |
| 15.46% | N/A | |
| -14.27% | N/A |
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