Volta Finance Limited

Volta Finance Limitedverified

VTA.L

Volta Finance Limited is a closed-ended fixed income mutual fund launched and managed by AXA Investment Managers Paris S.A. The fund invests in the fixed income markets of Europe and the United States. It primarily invests in corporate credits, sovereign and quasi-sovereign debt, residential mortgage loans, CDOs, ABS, leveraged loans, automobile loans, and debt interests in infrastructure assets. Volta Finance Limited was formed in December 2006 and is domiciled in the Guernsey, Channel Islands.

Industry

Asset Management

IPO Date

2003-04-15

Stock Exchange

LSE

Ticker

VTA.L

The ROE as of December 2025 (TTM) for Volta Finance Limited (VTA.L) is 17.88%

According to Volta Finance Limited’s latest financial reports and current stock price. The company's current ROE is 17.88%. This represents a change of 95.75% compared to the average of 9.13% of the last 4 quarters.

Volta Finance Limited (VTA.L) Historical ROE (quarterly & annually)

How has VTA.L ROE performed in the past?

The mean historical ROE of Volta Finance Limited over the last ten years is 6.22%. The current 17.88% ROE has changed 187.38% with respect to the historical average. Over the past ten years (40 quarters), VTA.L's ROE was at its highest in in the January 2021 quarter at 21.15%. The ROE was at its lowest in in the July 2009 quarter at -83.61%.

Quarterly (TTM)
Annual

Average

6.22%

Median

9.43%

Minimum

-30.27%

Maximum

28.83%

Volta Finance Limited (VTA.L) ROE by Quarter and Year

Discovering the peaks and valleys of Volta Finance Limited 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 = 191.44%

Maximum Annual ROE = 28.83%

Minimum Annual Increase = -1341.83%

Minimum Annual ROE = -30.27%

Quarterly (TTM)
Annual
YearROEChange
202417.24%50.81%
202311.43%-245.79%
2022-7.84%-127.20%
202128.83%-195.23%
2020-30.27%-1341.83%
20192.44%-67.19%
20187.43%-41.40%
201712.68%191.44%
20164.35%-72.68%
201515.92%-1.08%

Volta Finance Limited (VTA.L) Average ROE

How has VTA.L ROE performed in the past?

The current ROE of Volta Finance Limited (VTA.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

6.94%

5-year avg

3.88%

10-year avg

6.22%

Volta Finance Limited (VTA.L) ROE vs. Peers

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

Volta Finance Limited’s ROE is less than CVC Income & Growth EUR (7.80%), greater than Aquila European Renewables Income PLC (0%), less than Lang & Schwarz AG (40.48%), greater than Bitcoin Group SE (-0.15%), less than CapMan Oyj (37.88%), less than ABC arbitrage S.A. (21.06%), less than Banca Sistema S.p.A. (12.05%), less than Multitude SE (6.89%), less than Partners Group Private Equity Limited (0.82%), less than eQ Oyj (36.00%),

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