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.
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 6/6 |
| Dividends | 2/6 |
INVESCO Perpetual UK Smaller Companies Investment Trust plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£4.04 |
| 52 Week High | UK£4.45 |
| 52 Week Low | UK£3.78 |
| Beta | 1.02 |
| 1 Month Change | -0.74% |
| 3 Month Change | -3.46% |
| 1 Year Change | -4.49% |
| 3 Year Change | -31.76% |
| 5 Year Change | -22.31% |
| Change since IPO | 1,302.78% |
Recent News & Updates
Recent updates
Shareholder Returns
| IPU | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 1.0% | -0.8% | 2.3% |
| 1Y | -4.5% | 7.0% | 0.6% |
Return vs Industry: IPU underperformed the UK Capital Markets industry which returned 7.4% over the past year.
Return vs Market: IPU underperformed the UK Market which returned 0.3% over the past year.
Price Volatility
| IPU volatility | |
|---|---|
| IPU Average Weekly Movement | 1.8% |
| Capital Markets Industry Average Movement | 4.3% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in GB Market | 11.3% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: IPU has not had significant price volatility in the past 3 months.
Volatility Over Time: IPU's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1988 | n/a | n/a | 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
| IPU fundamental statistics | |
|---|---|
| Market cap | UK£136.66m |
| Earnings (TTM) | -UK£25.24m |
| Revenue (TTM) | n/a |
-5.8x
P/S Ratio-5.4x
P/E RatioIs IPU overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IPU income statement (TTM) | |
|---|---|
| Revenue | -UK£23.58m |
| Cost of Revenue | UK£0 |
| Gross Profit | -UK£23.58m |
| Other Expenses | UK£1.66m |
| Earnings | -UK£25.24m |
Last Reported Earnings
Jul 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.75 |
| Gross Margin | 100.00% |
| Net Profit Margin | 107.04% |
| Debt/Equity Ratio | 0% |
How did IPU perform over the long term?
See historical performance and comparison