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IPU

INVESCO Perpetual UK Smaller Companies Investment Trust LSE:IPU Stock Report

Last Price

UK£4.34

Market Cap

UK£146.8m

7D

0.5%

1Y

-12.3%

Updated

03 Jun, 2023

Data

Company Financials

INVESCO Perpetual UK Smaller Companies Investment Trust plc

LSE:IPU Stock Report

Mkt Cap: UK£146.8m

IPU Stock Overview

INVESCO Perpetual UK Smaller Companies Investment Trust plc is a closed-ended equity mutual fund launched and managed by Invesco Fund Managers Limited.

IPU fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance0/6
Financial Health6/6
Dividends3/6

My Notes

Capture your thoughts, links and company narrative

INVESCO Perpetual UK Smaller Companies Investment Trust plc Competitors

 

 

 

 

 

 

 

 

 

 

 

 

Price History & Performance

Summary of all time highs, changes and price drops for INVESCO Perpetual UK Smaller Companies Investment Trust
Historical stock prices
Current Share PriceUK£4.34
52 Week HighUK£5.04
52 Week LowUK£3.73
Beta1.11
1 Month Change0.93%
3 Month Change-6.87%
1 Year Change-12.32%
3 Year Change0.23%
5 Year Change-15.56%
Change since IPO1,406.94%

Recent News & Updates

Recent updates

Shareholder Returns

IPUGB Capital MarketsGB Market
7D0.5%0.9%0.06%
1Y-12.3%8.7%-4.2%

Return vs Industry: IPU underperformed the UK Capital Markets industry which returned 8.7% over the past year.

Return vs Market: IPU underperformed the UK Market which returned -4.2% over the past year.

Price Volatility

Is IPU's price volatile compared to industry and market?
IPU volatility
IPU Average Weekly Movement3.1%
Capital Markets Industry Average Movement4.1%
Market Average Movement4.9%
10% most volatile stocks in GB Market11.0%
10% least volatile stocks in GB Market2.6%

Stable Share Price: IPU is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 3% a week.

Volatility Over Time: IPU's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1988n/an/ahttps://www.invescoperpetual.co.uk/portal/site/ip/products/productDetail?contentId=d08d4fe83595f210VgnVCM1000002e1ebf0aRCRD

INVESCO Perpetual UK Smaller Companies Investment Trust plc is a closed-ended equity mutual fund launched and managed by Invesco Fund Managers Limited. It is co-managed by Invesco Asset Management Limited. The fund invests in the public equity markets of the United Kingdom.

INVESCO Perpetual UK Smaller Companies Investment Trust plc Fundamentals Summary

How do INVESCO Perpetual UK Smaller Companies Investment Trust's earnings and revenue compare to its market cap?
IPU fundamental statistics
Market CapUK£146.81m
Earnings (TTM)-UK£38.12m
Revenue (TTM)n/a

-4.0x

P/S Ratio

-3.9x

P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
IPU income statement (TTM)
Revenue-UK£36.36m
Cost of RevenueUK£0
Gross Profit-UK£36.36m
Other ExpensesUK£1.76m
Earnings-UK£38.12m

Last Reported Earnings

Jan 31, 2023

Next Earnings Date

n/a

Earnings per share (EPS)-1.13
Gross Margin100.00%
Net Profit Margin104.84%
Debt/Equity Ratio0%

How did IPU perform over the long term?

See historical performance and comparison

Dividends

4.2%

Current Dividend Yield

-16%

Payout Ratio