Herald Investment Trust PLC

Herald Investment Trust PLCverified

HRI.L

Price:

$2180

Market Cap:

$1.14B

Herald Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Herald Investment Management Limited. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating in the technology, telecommunications, and multi-media sectors. It primarily invests in stocks of small-cap companies having market capitalizations lower than £750 million. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 33.33% Russell 2000 Technology Index and 66.66% Numis Smaller Companies Index. Herald Investment Trust PLC was formed on February 16, 1994 and is domiciled in the United Kingdom.[Read more]

Industry

Asset Management

IPO Date

1994-01-31

Stock Exchange

LSE

Ticker

HRI.L

The ROE as of November 2024 (TTM) for Herald Investment Trust PLC (HRI.L) is 16.98%

According to Herald Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 16.98%. This represents a change of 302.68% compared to the average of 4.22% of the last 4 quarters.

Herald Investment Trust PLC (HRI.L) Historical ROE (quarterly & annually)

How has HRI.L ROE performed in the past?

The mean historical ROE of Herald Investment Trust PLC over the last ten years is 7.98%. The current 16.98% ROE has changed 112.65% with respect to the historical average. Over the past ten years (40 quarters), HRI.L's ROE was at its highest in in the December 2020 quarter at 21.41%. The ROE was at its lowest in in the June 2022 quarter at -34.24%.

Quarterly (TTM)
Annual

Average

7.98%

Median

11.78%

Minimum

-31.07%

Maximum

26.96%

Herald Investment Trust PLC (HRI.L) ROE by Quarter and Year

Discovering the peaks and valleys of Herald 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 = 537.28%

Maximum Annual ROE = 26.96%

Minimum Annual Increase = -501.86%

Minimum Annual ROE = -31.07%

Quarterly (TTM)
Annual
YearROEChange
20233.86%-112.43%
2022-31.07%-295.14%
202115.92%-40.94%
202026.96%25.09%
201921.56%-501.86%
2018-5.36%-125.56%
201720.98%15.47%
201618.17%138.24%
20157.63%537.28%
20141.20%-94.33%

Herald Investment Trust PLC (HRI.L) Average ROE

How has HRI.L ROE performed in the past?

The current ROE of Herald Investment Trust PLC (HRI.L) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-3.76%

5-year avg

7.45%

10-year avg

7.98%

Herald Investment Trust PLC (HRI.L) ROE vs. Peers

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

Herald Investment Trust PLC’s ROE is less than Polar Capital Technology Trust plc (37.16%), less than The Henderson Smaller Companies Investment Trust plc (9.95%), greater than Finsbury Growth & Income Trust PLC (-2.32%), less than The Monks Investment Trust PLC (27.20%), less than Worldwide Healthcare Trust PLC (9.39%),

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