Pacific Horizon Investment Trust PLC
PHI.L
Price:
$564
Market Cap:
$510.11M
Pacific Horizon Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. It invests in the public equity markets of the Asia Pacific region (excluding Japan) and of the Indian Sub-continent. The fund seeks to invest in stocks of companies across diversified sectors. It primarily invests in growth stocks of companies across all market capitalizations. The fund focuses on securities which can grow their earnings and cash flows faster than the average while creating its portfolio. It is actively managed. The fund benchmarks the performance of its portfolio against the MSCI All Country Far East ex ...[Read more]
Industry
Asset Management
IPO Date
1989-09-22
Stock Exchange
LSE
Ticker
PHI.L
PE Ratio
[18.80]
ROE
[4.68%]
Current Ratio
[3.43]
Dividend Yield
[0.47%]
Enterprise Value
[505.95M]
Dividend History
The ROE as of November 2024 (TTM) for Pacific Horizon Investment Trust PLC (PHI.L) is 4.68%
According to Pacific Horizon Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 4.68%. This represents a change of 367.17% compared to the average of 1.00% 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 8.63%. The current 4.68% ROE has changed -45.74% with respect to the historical average. Over the past ten years (40 quarters), PHI.L's ROE was at its highest in in the June 2020 quarter at 25.64%. The ROE was at its lowest in in the July 2022 quarter at -12.61%.
Average
8.63%
Median
7.63%
Minimum
-17.72%
Maximum
28.98%
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 = 151.39%
Maximum Annual ROE = 28.98%
Minimum Annual Increase = -3383.69%
Minimum Annual ROE = -17.72%
| Year | ROE | Change |
|---|---|---|
| 2024 | 4.47% | -211.43% |
| 2023 | -4.01% | -77.36% |
| 2022 | -17.72% | -161.14% |
| 2021 | 28.98% | 9.38% |
| 2020 | 26.50% | -1485.43% |
| 2019 | -1.91% | -117.72% |
| 2018 | 10.79% | -61.85% |
| 2017 | 28.29% | 151.39% |
| 2016 | 11.25% | -3383.69% |
| 2015 | -0.34% | -103.36% |
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 greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
-5.75%
5-year avg
7.64%
10-year avg
8.63%
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
| Company | ROE | Market cap |
|---|
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