Pacific Horizon Investment Trust PLC

Pacific Horizon Investment Trust PLC - ROEverified

PHI.L

Pacific Horizon Investment Trust PLC is a closed-ended equity investment trust, actively managed by Baillie Gifford & Co Ltd. The trust primarily focuses on investing in publicly traded companies across the Asia Pacific region (excluding Japan) and the Indian Subcontinent. Its portfolio is diversified across various sectors, predominantly targeting growth-oriented businesses of all market capitalizations that demonstrate superior earnings and cash flow growth potential. Performance is benchmarked against the MSCI All Country Far East ex Japan Index (in sterling terms). Formed on February 1, 1989, and domiciled in the United Kingdom, the trust was formerly known as Baillie Gifford Pacific Hor...[Read more]

Industry

Asset Management

IPO Date

1989-09-22

Stock Exchange

LSE

Ticker

PHI.L

The ROE as of October 2026 (TTM) for Pacific Horizon Investment Trust PLC (PHI.L) is 43.97%

According to Pacific Horizon Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 43.97%. This represents a change of 240.56% compared to the average of 12.91% of the last 4 quarters.

Pacific Horizon Investment Trust PLC (PHI.L) Historical ROE (quarterly & annually)

How has PHI.L ROE performed in the past?

The mean historical ROE of Pacific Horizon Investment Trust PLC over the last ten years is 12.39%. The current 43.97% ROE has changed 255.00% with respect to the historical average. Over the past ten years (40 quarters), PHI.L's ROE was at its highest in in the January 2026 quarter at 26.85%. The ROE was at its lowest in in the January 2019 quarter at -17.71%.

Quarterly (TTM)
Annual

Average

12.39%

Median

8.95%

Minimum

-17.72%

Maximum

41.37%

Pacific Horizon Investment Trust PLC (PHI.L) ROE by Quarter and Year

Discovering the peaks and valleys of Pacific Horizon 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 = 482.66%

Maximum Annual ROE = 41.37%

Minimum Annual Increase = -1485.43%

Minimum Annual ROE = -17.72%

Quarterly (TTM)
Annual
YearROEChange
202641.37%482.66%
20257.10%58.81%
20244.47%-211.43%
2023-4.01%-77.36%
2022-17.72%-161.14%
202128.98%9.38%
202026.50%-1485.43%
2019-1.91%-117.72%
201810.79%-61.85%
201728.29%151.39%

Pacific Horizon Investment Trust PLC (PHI.L) Average ROE

How has PHI.L ROE performed in the past?

The current ROE of Pacific Horizon Investment Trust PLC (PHI.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

17.65%

5-year avg

6.24%

10-year avg

12.39%

Pacific Horizon Investment Trust PLC (PHI.L) ROE vs. Peers

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

Pacific Horizon Investment Trust PLC’s ROE is less than The Baillie Gifford Japan Trust PLC (19.34%), less than Baillie Gifford US Growth Trust PLC (25.27%), less than Edinburgh Worldwide Investment Trust plc (32.46%), greater than SDCL Efficiency Income Trust PLC (-9.74%), less than The European Smaller Companies Trust PLC (13.22%), less than The Brunner Investment Trust PLC (15.14%), less than Jupiter Fund Management Plc (11.59%), less than Octopus Apollo VCT plc (1.70%), less than Schroder Oriental Income Fund Limited (39.20%), less than VinaCapital Vietnam Opportunity Fund Limited (3.42%),

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