Gore Street Energy Storage Fund (LSE:GSF) Forward Rate of Return (Yacktman) %: 8.26% (As of Mar. 2026) — Near Median

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LSE:GSF Gore Street Energy Storage Fund PLC LSE:GSF
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What is Gore Street Energy Storage Fund Forward Rate of Return (Yacktman) %?

Gore Street Energy Storage Fund LSE:GSF -0.52% 25 Forward Rate of Return (Yacktman) % is 8.26% as of Mar. 2026, which is 3% below its 10-year median of 8.51. GuruFocus rates LSE:GSF with a GF Score™ of 25/100. The stock has 1 warning sign investors should review. Among 1,176 Asset Management companies, Gore Street Energy Storage Fund ranks better than 65.14% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Gore Street Energy Storage Fund's forward rate of return for was 8.26%.

The historical rank and industry rank for Gore Street Energy Storage Fund's Forward Rate of Return (Yacktman) % or its related term are showing as below:

LSE:GSF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 7.17   Med: 8.51   Max: 9.62
Current: 8.72

During the past 8 years, Gore Street Energy Storage Fund's highest Forward Rate of Return was 9.62. The lowest was 7.17. And the median was 8.51.

LSE:GSF's Forward Rate of Return (Yacktman) % is ranked better than
65.14% of 1176 companies
in the Asset Management industry
Industry Median: 4.41 vs LSE:GSF: 8.72

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Gore Street Energy Storage Fund  (LSE:GSF) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of Book Value per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


Gore Street Energy Storage Fund Forward Rate of Return (Yacktman) % Related Terms


Gore Street Energy Storage Fund Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Gore Street Energy Storage Fund's Forward Rate of Return (Yacktman) % 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.

Gore Street Energy Storage Fund Forward Rate of Return (Yacktman) % Chart

Gore Street Energy Storage Fund Annual Data
Trend Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial 0.00 0.00 7.17 9.32 8.26

Gore Street Energy Storage Fund Semi-Annual Data
Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Forward Rate of Return (Yacktman) % 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 7.17 0.00 9.32 0.00 8.26

LSE:GSF vs BLK, BX, KKR: Forward Rate of Return (Yacktman) % Comparison

For the Asset Management subindustry, Gore Street Energy Storage Fund's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % 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.


Gore Street Energy Storage Fund Forward Rate of Return (Yacktman) % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Gore Street Energy Storage Fund's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Gore Street Energy Storage Fund's Forward Rate of Return (Yacktman) % falls into.


LSE:GSF
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Gore Street Energy Storage Fund PLC LSE:GSF
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Gore Street Energy Storage Fund Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

Gore Street Energy Storage Fund's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year Book Value Growth Rate
=0.02066667/0.541+0.0444
=8.26 %

* 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.

What does a Forward Rate of Return (Yacktman) % of 8.26% mean?
Gore Street Energy Storage Fund (LSE:GSF) has a Forward Rate of Return (Yacktman) % of 8.26% as of Mar. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Gore Street Energy Storage Fund and its competitors. This is near median its historical median of 8.51. Over the past decade, Gore Street Energy Storage Fund's Forward Rate of Return (Yacktman) % has ranged from 7.17 to 9.62. According to the industry distribution chart, Gore Street Energy Storage Fund ranks #410 out of 1176 companies in the Asset Management industry, placing it in the top 34.9%.
Is Gore Street Energy Storage Fund's Forward Rate of Return (Yacktman) % too high?
Gore Street Energy Storage Fund's current Forward Rate of Return (Yacktman) % of 8.26% is near median its 10-year median of 8.51. Over the past 10 years, this metric has ranged from a low of 7.17 to a high of 9.62. The Asset Management industry median Forward Rate of Return (Yacktman) % is 4.41. Gore Street Energy Storage Fund's value of 8.26% is 87.3% above this industry median. Based on the distribution chart, Gore Street Energy Storage Fund ranks #410 out of 1176 companies in the Asset Management industry, which is above the industry midpoint. Overall, Gore Street Energy Storage Fund has a GF Score™ of 25/100, reflecting its overall financial health beyond just this single metric.
How does Gore Street Energy Storage Fund's Forward Rate of Return (Yacktman) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Gore Street Energy Storage Fund ranks #410 out of 1176 companies for Forward Rate of Return (Yacktman) %. This puts Gore Street Energy Storage Fund in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 4.41. Gore Street Energy Storage Fund's value of 8.26% is 87.3% above this benchmark. Historically, Gore Street Energy Storage Fund's own Forward Rate of Return (Yacktman) % has ranged from 7.17 to 9.62 over the past decade. While the company's 10-year median is 8.51 vs. the industry median of 4.41, Gore Street Energy Storage Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for an Asset Management company?
The median Forward Rate of Return (Yacktman) % among Asset Management companies is 4.41, based on 1,176 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Gore Street Energy Storage Fund's current Forward Rate of Return (Yacktman) % of 8.26% is 87.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Gore Street Energy Storage Fund and its competitors. For the Asset Management industry, the median Forward Rate of Return (Yacktman) % is 4.41 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Gore Street Energy Storage Fund's current Forward Rate of Return (Yacktman) % is 8.26%, which is near median its own 10-year median of 8.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Gore Street Energy Storage Fund stock overvalued right now?
Gore Street Energy Storage Fund (LSE:GSF) has a current Forward Rate of Return (Yacktman) % of 8.26%. The current Forward Rate of Return (Yacktman) % is 8.26%, which is near median its 10-year median of 8.51 and 87.3% above the Asset Management industry median of 4.41. Gore Street Energy Storage Fund's overall GF Score™ is 25/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Gore Street Energy Storage Fund (LSE:GSF), the current Forward Rate of Return (Yacktman) % is 8.26% as of Mar. 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.

Gore Street Energy Storage Fund Business Description

Address 16-17 Little Portland Street, First Floor, London, GBR, W1W 8BP
Gore Street Energy Storage Fund PLC is a closed-ended investment company. The company's objective is to provide investors with a sustainable and attractive dividend over the long term. and with capital growth through the re-investment of net cash generated over the target dividend, by investing in a diversified portfolio of utility-scale energy storage projects currently located in the UK, the Republic of Ireland, North America, and Germany.
25GF Score

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Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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