Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-27), CT UK Capital &ome Investment Trust's Beta is -0.3356.
CT UK Capital &ome Investment Trust (LSE:CTUK) Beta Explanation
Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.
Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
CT UK Capital &ome Investment Trust Beta Related Terms
CT UK Capital &ome Investment Trust Beta Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, CT UK Capital &ome Investment Trust's Beta, along with its competitors' market caps and Beta data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
CT UK Capital &ome Investment Trust Beta vs Asset Management Industry
For the Asset Management industry and Financial Services sector, CT UK Capital &ome Investment Trust's Beta distribution charts can be found below:
* The bar in red indicates where CT UK Capital &ome Investment Trust's Beta falls into.
CT UK Capital &ome Investment Trust Beta Calculation
Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.
CT UK Capital &ome Investment Trust (LSE:CTUK) has a Beta of -0.3356 as of Jun. 27, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for CT UK Capital &ome Investment Trust and its competitors.
Is CT UK Capital &ome Investment Trust's Beta too high?
CT UK Capital &ome Investment Trust's current Beta is -0.3356. Overall, CT UK Capital &ome Investment Trust has a GF Score™ of 54/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does CT UK Capital &ome Investment Trust's Beta compare to BLK and BX?
CT UK Capital &ome Investment Trust's Beta of -0.3356 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for an Asset Management company?
A good Beta depends on the Asset Management industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for CT UK Capital &ome Investment Trust and its competitors. CT UK Capital &ome Investment Trust's current Beta is -0.3356. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CT UK Capital &ome Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, CT UK Capital &ome Investment Trust (LSE:CTUK) is currently considered Significantly Overvalued. The stock's GF Value™ is £2.36, compared to a current price of £3.51 — trading 48.7% above its estimated fair value. The current Beta is -0.3356. CT UK Capital &ome Investment Trust's overall GF Score™ is 54/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For CT UK Capital &ome Investment Trust (LSE:CTUK), the current Beta is -0.3356 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is CT UK Capital &ome Investment Trust (LSE:CTUK) Overvalued in 2026?
Based on GuruFocus' analysis, CT UK Capital &ome Investment Trust stock appears to be overvalued.
The current stock price of £3.51 is trading 48.7% above its estimated GF Value™ of £2.36.
GuruFocus considers CT UK Capital &ome Investment Trust to be Significantly Overvalued.
Key valuation signals for LSE:CTUK:
Beta: -0.3356
GF Value™: £2.36 vs. price of £3.51 (48.7% above fair value)
No single metric tells the full story. See the LSE:CTUK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
CT UK Capital &ome Investment Trust Business Description
CT UK Capital & Income Investment Trust PLC is an investment company. The Company's activities comprise a single operating segment, which is investing in the UK, USA, and Europe in equities to secure long-term growth in income and capital The company's investment objective is to secure long-term capital and income growth from a portfolio consisting mainly of FTSE All-Share companies. It invests in companies that have long-term prospects with attractive returns on invested capital. The majority of the company's holdings are in large and mid-cap companies, with a smaller percentage invested in smaller and overseas companies.
54GF Score
Get the complete analysis for LSE:CTUK
Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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