IPU — Invesco Perpetual UK Smaller Companies Investment Trust Share Price
Last trade - 00:00- £144.44m
- £153.19m
- -£5.56m
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | n/a | ||
| PEG Ratio (f) | n/a | ||
| EPS Growth (f) | n/a | ||
| Dividend Yield (f) | n/a | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 0.92 | ||
| Price to Tang. Book | 0.92 | ||
| Price to Free Cashflow | n/a | ||
| Price to Sales | -26.59 | ||
| EV to EBITDA | n/a | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | -4.55% | ||
| Return on Equity | -4.37% | ||
| Operating Margin | 132.22% | ||
Financial Summary
| Year End 31st Jan | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | £m | 49.02 | -5.94 | 38 | -36.36 | -5.56 | n/a | n/a | n/a |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Invesco Perpetual UK Smaller Companies Investment Trust plc is an investment trust. The investment objective of the Company is to achieve long-term total returns for shareholders primarily by investment in a broad cross-section of small to medium-sized United Kingdom quoted companies. The Company seeks its objective through the application of its investment policy and with the aim of spreading investment risk. The Company invests in small and medium-sized companies traded on the London Stock Exchange or on the alternative investment market (AIM). The Company will not invest more than 10% in collective investment schemes or investment companies, and 10% in non-United Kingdom domiciled companies. It invests in various sectors, such as media; industrial metals and mining; travel and leisure; oil, gas and coal; banks; technology hardware and equipment, and consumer services. The Company's investment manager is Invesco Fund Managers Limited (IFML).
Directors
- Last Annual
- January 31st, 2024
- Last Interim
- January 31st, 2024
- Incorporated
- May 7th, 1987
- Public Since
- March 8th, 1988
- Sector
- Collective Investments
- Industry
- Financials
- Exchange
- London Stock Exchange
- Shares in Issue
- 33,826,929
- Address
- Perpetual Park, Perpetual Park Drive, HENLEY-ON-THAMES, RG9 1HH
- Web
- https://www.invesco.com/
- Phone
- +44 2070654000
- Auditors
- Ernst & Young LLP
Latest News for IPU
Upcoming Events for IPU
Half Year 2025 Invesco Perpetual UK Smaller Companies Investment Trust PLC Earnings Release
Similar to IPU
3i Infrastructure
London Stock Exchange
Aberforth Smaller Companies Trust
London Stock Exchange
Aberforth Split Level Income Trust
London Stock Exchange
Abrdn Asia Focus
London Stock Exchange
abrdn Asian Income Fund
London Stock Exchange
FAQ
As of Today at 21:24 UTC, shares in Invesco Perpetual UK Smaller Companies Investment Trust are trading at 437.00p. This share price information is delayed by 15 minutes.
Shares in Invesco Perpetual UK Smaller Companies Investment Trust last closed at 437.00p and the price had moved by +2.34% over the past 365 days. In terms of relative price strength the Invesco Perpetual UK Smaller Companies Investment Trust share price has underperformed the FTSE All Share Index by -7.62% over the past year.
There is no consensus recommendation for this security.
The Invesco Perpetual UK Smaller Companies Investment Trust dividend yield is 5.08% based on the trailing twelve month period.
Last year, Invesco Perpetual UK Smaller Companies Investment Trust paid a total dividend of £0.22, and it currently has a trailing dividend yield of 5.08%. We do not have any data on when Invesco Perpetual UK Smaller Companies Investment Trust is to next pay dividends.
We do not have data on when Invesco Perpetual UK Smaller Companies Investment Trust is to next pay dividends. The historic dividend yield on Invesco Perpetual UK Smaller Companies Investment Trust shares is currently 5.08%.
To buy shares in Invesco Perpetual UK Smaller Companies Investment Trust you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of 437.00p, shares in Invesco Perpetual UK Smaller Companies Investment Trust had a market capitalisation of £147.82m.
Here are the trading details for Invesco Perpetual UK Smaller Companies Investment Trust:
- Country of listing: United Kingdom
- Exchange: LSE
- Ticker Symbol: IPU
Based on an overall assessment of its quality, value and momentum Invesco Perpetual UK Smaller Companies Investment Trust is currently classified as a . The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
We could not find analyst target price data for this security.
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Invesco Perpetual UK Smaller Companies Investment Trust. Over the past six months, its share price has underperformed the FTSE All Share Index by -2.72%.
As of the last closing price of 437.00p, shares in Invesco Perpetual UK Smaller Companies Investment Trust were trading +5.8% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Invesco Perpetual UK Smaller Companies Investment Trust PE ratio based on its reported earnings over the past 12 months is null. The shares last closed at 437.00p.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Invesco Perpetual UK Smaller Companies Investment Trust's management team is headed by:
- Jane Lewis - NEC
- Bridget Guerin - NID
- Graham Paterson - NID
- Mike Prentis - NID