The Henderson Smaller Companies Investment Trust plc

The Henderson Smaller Companies Investment Trust plcverified

HSL.L

Price:

$867

Market Cap:

$644.92M

The Henderson Smaller Companies Investment Trust plc is a closed-ended equity mutual fund launched and managed by Henderson Investment Funds Limited. It is co-managed by Henderson Global Investors Limited. The fund invests in the public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as management quality, financial structure, balance sheet, cash flow, and earnings to create its portfolio. The fund benchmarks the performance of its portfolio against the NUMIS ...[Read more]

Industry

Asset Management

IPO Date

2005-07-08

Stock Exchange

LSE

Ticker

HSL.L

The ROE as of September 2024 (TTM) for The Henderson Smaller Companies Investment Trust plc (HSL.L) is 20.64%

According to The Henderson Smaller Companies Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 20.64%. This represents a change of 403.74% compared to the average of 4.10% of the last 4 quarters.

The Henderson Smaller Companies Investment Trust plc (HSL.L) Historical ROE (quarterly & annually)

How has HSL.L ROE performed in the past?

The mean historical ROE of The Henderson Smaller Companies Investment Trust plc over the last ten years is 4.81%. The current 20.64% ROE has changed 329.44% with respect to the historical average. Over the past ten years (40 quarters), HSL.L's ROE was at its highest in in the May 2024 quarter at 19.41%. The ROE was at its lowest in in the November 2022 quarter at -14.51%.

Quarterly (TTM)
Annual

Average

4.81%

Median

5.62%

Minimum

-21.50%

Maximum

37.13%

The Henderson Smaller Companies Investment Trust plc (HSL.L) ROE by Quarter and Year

Discovering the peaks and valleys of The Henderson Smaller Companies 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 = 27.11%

Maximum Annual ROE = 37.13%

Minimum Annual Increase = -1904.73%

Minimum Annual ROE = -21.50%

Quarterly (TTM)
Annual
YearROEChange
202412.49%-177.19%
2023-16.18%-24.74%
2022-21.50%-157.91%
202137.13%-519.53%
2020-8.85%27.11%
2019-6.96%-150.51%
201813.78%-38.51%
201722.42%-1904.73%
2016-1.24%-107.32%
201516.98%1.12%

The Henderson Smaller Companies Investment Trust plc (HSL.L) Average ROE

How has HSL.L ROE performed in the past?

The current ROE of The Henderson Smaller Companies Investment Trust plc (HSL.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

-8.40%

5-year avg

0.62%

10-year avg

4.81%

The Henderson Smaller Companies Investment Trust plc (HSL.L) ROE vs. Peers

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

The Henderson Smaller Companies Investment Trust plc’s ROE is greater than Finsbury Growth & Income Trust PLC (0.20%), less than BlackRock Smaller Companies Trust plc (6.65%), less than Herald Investment Trust PLC (22.17%), greater than Edinburgh Worldwide Investment Trust plc (-21.75%), less than The Monks Investment Trust PLC (25.96%),

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