Pacific Horizon Investment Trust PLC
PHI.L
Price:
$567
Market Cap:
$513.80M
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
The ROE as of September 2024 (TTM) for Pacific Horizon Investment Trust PLC (PHI.L) is -13.82%
According to Pacific Horizon Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is -13.82%. This represents a change of 298.77% compared to the average of -3.47% 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 9.20%. The current -13.82% ROE has changed -250.20% 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
9.20%
Median
10.49%
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 |
|---|---|---|
| 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% |
| 2014 | 10.19% | 62.88% |
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 less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
2.42%
5-year avg
6.37%
10-year avg
9.20%
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 |
|---|
Build a custom stock screener for Pacific Horizon Investment Trust PLC (PHI.L) and other stocks
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Pacific Horizon Investment Trust PLC using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
Pacific Horizon Investment Trust PLC (PHI.L) and other stocks custom spreadsheet templates
The easiest way to analyze a company like Pacific Horizon Investment Trust PLC or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
Frequently asked questions❓
What is the ROE?
How can you use the ROE?
What is Pacific Horizon Investment Trust PLC's ROE?
How is the ROE calculated for Pacific Horizon Investment Trust PLC (PHI.L)?
What is the highest ROE for Pacific Horizon Investment Trust PLC (PHI.L)?
What is the 3-year average ROE for Pacific Horizon Investment Trust PLC (PHI.L)?
What is the 5-year average ROE for Pacific Horizon Investment Trust PLC (PHI.L)?
How does the current ROE for Pacific Horizon Investment Trust PLC (PHI.L) compare to its historical average?