Capital Gearing Trust p.l.c
CGT.L
Price:
$4770
Market Cap:
$969.04M
Capital Gearing Trust p.l.c is a closed ended fixed income mutual fund launched and managed by CG Asset Management Limited. The fund invests in the public equity and fixed income markets of the United Kingdom. It invests in the stocks of companies operating across diversified sectors. For the fixed income portion of the portfolio the fund primarily invests in government bonds. It also invests a portion of its portfolio in funds. The fund benchmarks the performance of its portfolio against the FTSE Equity Investment Instruments Index and the Retail Price Index. Capital Gearing Trust p.l.c was formed on May 3, 1963 and is domiciled in the United Kingdom.[Read more]
Industry
Asset Management
IPO Date
1973-02-28
Stock Exchange
LSE
Ticker
CGT.L
The ROE as of September 2024 (TTM) for Capital Gearing Trust p.l.c (CGT.L) is 4.97%
According to Capital Gearing Trust p.l.c’s latest financial reports and current stock price. The company's current ROE is 4.97%. This represents a change of 295.03% compared to the average of 1.26% of the last 4 quarters.
Capital Gearing Trust p.l.c (CGT.L) Historical ROE (quarterly & annually)
How has CGT.L ROE performed in the past?
The mean historical ROE of Capital Gearing Trust p.l.c over the last ten years is 3.64%. The current 4.97% ROE has changed 36.45% with respect to the historical average. Over the past ten years (40 quarters), CGT.L's ROE was at its highest in in the July 2020 quarter at 3.88%. The ROE was at its lowest in in the January 2020 quarter at -2.46%.
Average
3.64%
Median
4.20%
Minimum
-4.08%
Maximum
10.04%
Capital Gearing Trust p.l.c (CGT.L) ROE by Quarter and Year
Discovering the peaks and valleys of Capital Gearing Trust p.l.c 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 = 233.72%
Maximum Annual ROE = 10.04%
Minimum Annual Increase = -17205.64%
Minimum Annual ROE = -4.08%
| Year | ROE | Change |
|---|---|---|
| 2024 | 1.30% | -131.76% |
| 2023 | -4.08% | -162.78% |
| 2022 | 6.50% | -35.29% |
| 2021 | 10.04% | -961.47% |
| 2020 | -1.17% | -121.07% |
| 2019 | 5.53% | -17205.64% |
| 2018 | -0.03% | -100.34% |
| 2017 | 9.57% | 233.72% |
| 2016 | 2.87% | -51.22% |
| 2015 | 5.88% | -387.57% |
Capital Gearing Trust p.l.c (CGT.L) Average ROE
How has CGT.L ROE performed in the past?
The current ROE of Capital Gearing Trust p.l.c (CGT.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
1.24%
5-year avg
2.52%
10-year avg
3.64%
Capital Gearing Trust p.l.c (CGT.L) ROE vs. Peers
How is CGT.L’s ROE compared to its peers?
Capital Gearing Trust p.l.c’s ROE is greater than Ruffer Investment Company Limited (-11.58%), less than Personal Assets Trust plc (26.05%), less than RIT Capital Partners plc (9.99%), less than Finsbury Growth & Income Trust PLC (0.20%), less than Caledonia Investments plc (7.21%),
| Company | ROE | Market cap |
|---|---|---|
| -11.58% | $966.42M | |
| 26.05% | $1.61B | |
| 9.99% | $2.65B | |
| 0.20% | $1.44B | |
| 7.21% | $1.88B |
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