GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Invesco Perpetual UK Smaller Companies Inv Tst PLC (CHIX:IPUl) » Definitions » Effective Interest Rate on Debt %

Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Effective Interest Rate on Debt % : 6.26% (As of Jan. 2024)


View and export this data going back to 2015. Start your Free Trial

What is Invesco Perpetual UK Smaller Inv Tst Effective Interest Rate on Debt %?

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Invesco Perpetual UK Smaller Inv Tst's annualized positive value of Interest Expense for the quarter that ended in Jan. 2024 was £0.55 Mil. Invesco Perpetual UK Smaller Inv Tst's average total debt for the quarter that ended in Jan. 2024 was £8.75 Mil. Therefore, Invesco Perpetual UK Smaller Inv Tst's annualized Effective Interest Rate on Debt % for the quarter that ended in Jan. 2024 was 6.26%.


Invesco Perpetual UK Smaller Inv Tst Effective Interest Rate on Debt % Historical Data

The historical data trend for Invesco Perpetual UK Smaller Inv Tst's Effective Interest Rate on Debt % can be seen below:

* 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.

* Premium members only.

Invesco Perpetual UK Smaller Inv Tst Effective Interest Rate on Debt % Chart

Invesco Perpetual UK Smaller Inv Tst Annual Data
Trend Jan15 Jan16 Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24
Effective Interest Rate on Debt %
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - - 1.67

Invesco Perpetual UK Smaller Inv Tst Quarterly Data
Jul14 Jan15 Jul15 Jan16 Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24
Effective Interest Rate on Debt % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - - - 6.26

Competitive Comparison of Invesco Perpetual UK Smaller Inv Tst's Effective Interest Rate on Debt %

For the Asset Management subindustry, Invesco Perpetual UK Smaller Inv Tst's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % 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.


Invesco Perpetual UK Smaller Inv Tst's Effective Interest Rate on Debt % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco Perpetual UK Smaller Inv Tst's Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Invesco Perpetual UK Smaller Inv Tst's Effective Interest Rate on Debt % falls into.



Invesco Perpetual UK Smaller Inv Tst Effective Interest Rate on Debt % Calculation

Invesco Perpetual UK Smaller Inv Tst's annualized Effective Interest Rate on Debt % for the fiscal year that ended in Jan. 2024 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (A: Jan. 2023 )+Total Debt  (A: Jan. 2024 ))/ count )
=-1  *  -0.146/( (0+8.753)/ 1 )
=-1  *  -0.146/8.753
=1.67 %

where

Invesco Perpetual UK Smaller Inv Tst's annualized Effective Interest Rate on Debt % for the quarter that ended in Jan. 2024 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (Q: Jul. 2023 )+Total Debt  (Q: Jan. 2024 ))/ count )
=-1  *  -0.548/( (0+8.753)/ 1 )
=-1  *  -0.548/8.753
=6.26 %

where

* 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.

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is four times the quarterly (Jan. 2024) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.


Invesco Perpetual UK Smaller Inv Tst  (CHIX:IPUl) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.


Invesco Perpetual UK Smaller Inv Tst Effective Interest Rate on Debt % Related Terms

Thank you for viewing the detailed overview of Invesco Perpetual UK Smaller Inv Tst's Effective Interest Rate on Debt % provided by GuruFocus.com. Please click on the following links to see related term pages.


Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Business Description

Traded in Other Exchanges
Address
Perpetual Park Drive, Perpetual Park, Henley-on-Thames, Oxfordshire, GBR, RG9 1HH
Invesco Perpetual UK Smaller Companies Inv Tst PLC is an investment trust based in the United Kingdom. The company's investment objective is to achieve a long-term total return for shareholders primarily by investment in a broad cross-section of small to medium-sized UK quoted companies.

Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Headlines

No Headlines