OAP3.L
Octopus Apollo VCT plc is a venture capital trust specializing in development and expansion investments in smaller unquoted companies. The fund invests in small and medium sized companies in the United Kingdom. It typically invests in companies with debt investment values between £1 million ($1.64 million) and £2 million ($3.29 million). The fund primarily invests in the form of a secured loan using various unquoted investment instruments, including ordinary and preference shares, loan stocks, and convertible securities. It seeks to hold its investments from three to seven years. The fund primarily seeks to exit its investments through trade sale. It seeks to appoint either a director or a f...[Read more]
Industry
Asset Management
IPO Date
2006-10-17
Stock Exchange
LSE
Ticker
OAP3.L
According to Octopus Apollo VCT plc’s latest financial reports and current stock price. The company's current ROE is 5.23%. This represents a change of 318.06% compared to the average of 1.25% of the last 4 quarters.
The mean historical ROE of Octopus Apollo VCT plc over the last ten years is 4.93%. The current 5.23% ROE has changed 6.12% with respect to the historical average. Over the past ten years (40 quarters), OAP3.L's ROE was at its highest in in the January 2021 quarter at 10.63%. The ROE was at its lowest in in the June 2018 quarter at -2.49%.
Average
4.93%
Median
3.39%
Minimum
-0.99%
Maximum
11.96%
Discovering the peaks and valleys of Octopus Apollo 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 = 275.32%
Maximum Annual ROE = 11.96%
Minimum Annual Increase = -4582.76%
Minimum Annual ROE = -0.99%
| Year | ROE | Change |
|---|---|---|
| 2025 | 5.00% | -4582.76% |
| 2024 | -0.11% | -101.13% |
| 2023 | 9.88% | -17.38% |
| 2022 | 11.96% | 1.81% |
| 2021 | 11.75% | 275.32% |
| 2020 | 3.13% | -414.97% |
| 2019 | -0.99% | -135.03% |
| 2018 | 2.84% | -22.21% |
| 2017 | 3.65% | 64.58% |
| 2016 | 2.22% | 3.95% |
The current ROE of Octopus Apollo VCT plc (OAP3.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
4.92%
5-year avg
7.70%
10-year avg
4.93%
Octopus Apollo VCT plc’s ROE is less than North Atlantic Smaller Companies Investment Trust PLC (3.15%), less than JPMorgan Claverhouse Investment Trust plc (12.50%), greater than The Henderson Smaller Companies Investment Trust plc (-6.73%), greater than BlackRock Smaller Companies Trust plc (-0.62%), greater than BlackRock Throgmorton Trust plc (-5.42%), less than Utilico Emerging Markets Trust PLC (9.96%), greater than Octopus Titan VCT plc (-10.39%), less than JPMorgan Global Emerging Markets Income Trust plc (12.08%), greater than The European Smaller Companies Trust PLC (-1.04%), greater than Ashoka India Equity Investment Trust Plc (-0.22%),
| Company | ROE | Market cap |
|---|---|---|
| 3.15% | N/A | |
| 12.50% | N/A | |
| -6.73% | N/A | |
| -0.62% | N/A | |
| -5.42% | N/A | |
| 9.96% | N/A | |
| -10.39% | N/A | |
| 12.08% | N/A | |
| -1.04% | N/A | |
| -0.22% | N/A |
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How does the current ROE for Octopus Apollo VCT plc (OAP3.L) compare to its historical average?