Polar Capital Global Financials Trust plc

Polar Capital Global Financials Trust plc - ROEverified

PCFT.L

The Polar Capital Global Financials Trust plc is a closed-ended equity investment fund, managed by Polar Capital LLP. It strategically allocates capital to publicly listed companies across international markets, concentrating specifically on the financial sector. The fund's investment universe includes businesses of all market capitalizations. Employing an active management style, its performance is evaluated against the MSCI World Financials Index. Established in the United Kingdom on May 17, 2013, the Trust is domiciled there.

Industry

Asset Management - Global

IPO Date

2013-07-01

Stock Exchange

LSE

Ticker

PCFT.L

The ROE as of October 2026 (TTM) for Polar Capital Global Financials Trust plc (PCFT.L) is 12.90%

According to Polar Capital Global Financials Trust plc’s latest financial reports and current stock price. The company's current ROE is 12.90%. This represents a change of 80.71% compared to the average of 7.14% of the last 4 quarters.

Polar Capital Global Financials Trust plc (PCFT.L) Historical ROE (quarterly & annually)

How has PCFT.L ROE performed in the past?

The mean historical ROE of Polar Capital Global Financials Trust plc over the last ten years is 6.13%. The current 12.90% ROE has changed 110.32% with respect to the historical average. Over the past ten years (40 quarters), PCFT.L's ROE was at its highest in in the May 2020 quarter at 130.16%. The ROE was at its lowest in in the May 2023 quarter at -8.88%.

Quarterly (TTM)
Annual

Average

6.13%

Median

10.80%

Minimum

-27.95%

Maximum

26.14%

Polar Capital Global Financials Trust plc (PCFT.L) ROE by Quarter and Year

Discovering the peaks and valleys of Polar Capital Global Financials 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 = 259.25%

Maximum Annual ROE = 26.14%

Minimum Annual Increase = -921.88%

Minimum Annual ROE = -27.95%

Quarterly (TTM)
Annual
YearROEChange
202514.52%-44.46%
202426.14%-921.88%
2023-3.18%-415.83%
20221.01%-91.62%
202112.01%-142.96%
2020-27.95%-391.23%
20199.60%-758.09%
2018-1.46%-111.48%
201712.70%-29.32%
201617.97%259.25%

Polar Capital Global Financials Trust plc (PCFT.L) Average ROE

How has PCFT.L ROE performed in the past?

The current ROE of Polar Capital Global Financials Trust plc (PCFT.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

12.49%

5-year avg

10.10%

10-year avg

6.13%

Polar Capital Global Financials Trust plc (PCFT.L) ROE vs. Peers

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

Polar Capital Global Financials Trust plc’s ROE is less than Manchester & London Investment Trust plc (12.26%), less than Schroder Japan Growth Fund plc (31.88%), greater than The Scottish Oriental Smaller Companies Trust plc (-3.68%), greater than Aberdeen New India Investment Trust PLC (-24.12%), less than Henderson High Income Trust plc (13.14%), less than BlackRock Frontiers Investment Trust PLC (15.49%), less than Baillie Gifford European Growth Trust plc (2.86%), less than CT Private Equity Trust PLC (7.01%), less than Polar Capital Global Healthcare Trust plc (11.29%), less than Ecofin Global Utilities & Infra Ord (25.45%),

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