Schroder UK Mid Cap Fund (CHIX:SCPL) Return-on-Tangible-Equity: 40.03% (As of Sep. 2025) — 389% Above Median


CHIX:SCPL Schroder UK Mid Cap Fund PLC CHIX:SCPL
26 GF Score
Price £5.92
! 6 Warning Signs
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What is Schroder UK Mid Cap Fund Return-on-Tangible-Equity?

Schroder UK Mid Cap Fund CHIX:SCPL 26 Return-on-Tangible-Equity is 40.03% as of Sep. 2025, which is 389% above its 10-year median of 8.19. GuruFocus rates CHIX:SCPL with a GF Score™ of 26/100. The stock has 6 warning signs investors should review. Among 1,588 Asset Management companies, Schroder UK Mid Cap Fund ranks better than 61.59% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Schroder UK Mid Cap Fund's annualized net income for the quarter that ended in Sep. 2025 was £94.94 Mil. Schroder UK Mid Cap Fund's average shareholder tangible equity for the quarter that ended in Sep. 2025 was £237.15 Mil. Therefore, Schroder UK Mid Cap Fund's annualized Return-on-Tangible-Equity for the quarter that ended in Sep. 2025 was 40.03%.

The historical rank and industry rank for Schroder UK Mid Cap Fund's Return-on-Tangible-Equity or its related term are showing as below:

CHIX:SCPl' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -35.24   Med: 8.19   Max: 34.67
Current: 10.58

During the past 13 years, Schroder UK Mid Cap Fund's highest Return-on-Tangible-Equity was 34.67%. The lowest was -35.24%. And the median was 8.19%.

CHIX:SCPl's Return-on-Tangible-Equity is ranked better than
61.59% of 1588 companies
in the Asset Management industry
Industry Median: 7.165 vs CHIX:SCPl: 10.58

Schroder UK Mid Cap Fund  (CHIX:SCPl) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Schroder UK Mid Cap Fund Return-on-Tangible-Equity Related Terms


Schroder UK Mid Cap Fund Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Schroder UK Mid Cap Fund's Return-on-Tangible-Equity 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.

Schroder UK Mid Cap Fund Return-on-Tangible-Equity Chart

Schroder UK Mid Cap Fund Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 34.67 -35.24 16.54 15.94 10.08

Schroder UK Mid Cap Fund Semi-Annual Data
Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25
Return-on-Tangible-Equity 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 -1.52 17.83 14.17 -19.36 40.03

CHIX:SCPL vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Schroder UK Mid Cap Fund's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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.


Schroder UK Mid Cap Fund Return-on-Tangible-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroder UK Mid Cap Fund's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Schroder UK Mid Cap Fund's Return-on-Tangible-Equity falls into.


CHIX:SCPL
26GF Score
Schroder UK Mid Cap Fund PLC CHIX:SCPL
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Schroder UK Mid Cap Fund Return-on-Tangible-Equity Calculation

Schroder UK Mid Cap Fund's annualized Return-on-Tangible-Equity for the fiscal year that ended in Sep. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Sep. 2025 )  (A: Sep. 2024 )(A: Sep. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Sep. 2025 )  (A: Sep. 2024 )(A: Sep. 2025 )
=25.287/( (242.966+258.87 )/ 2 )
=25.287/250.918
=10.08 %

Schroder UK Mid Cap Fund's annualized Return-on-Tangible-Equity for the quarter that ended in Sep. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Sep. 2025 )  (Q: Mar. 2025 )(Q: Sep. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Sep. 2025 )  (Q: Mar. 2025 )(Q: Sep. 2025 )
=94.94/( (215.423+258.87)/ 2 )
=94.94/237.1465
=40.03 %

* 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 Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Sep. 2025) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 40.03% mean?
Schroder UK Mid Cap Fund (CHIX:SCPL) has a Return-on-Tangible-Equity of 40.03% as of Sep. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Schroder UK Mid Cap Fund and its competitors. This is 389% above median its historical median of 8.19. According to the industry distribution chart, Schroder UK Mid Cap Fund ranks #610 out of 1588 companies in the Asset Management industry, placing it in the top 38.4%.
Is Schroder UK Mid Cap Fund's Return-on-Tangible-Equity too high?
Schroder UK Mid Cap Fund's current Return-on-Tangible-Equity of 40.03% is 389% above median its 10-year median of 8.19. The Asset Management industry median Return-on-Tangible-Equity is 7.17. Schroder UK Mid Cap Fund's value of 40.03% is 458.7% above this industry median. Based on the distribution chart, Schroder UK Mid Cap Fund ranks #610 out of 1588 companies in the Asset Management industry, which is above the industry midpoint. Overall, Schroder UK Mid Cap Fund has a GF Score™ of 26/100, reflecting its overall financial health beyond just this single metric.
How does Schroder UK Mid Cap Fund's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder UK Mid Cap Fund ranks #610 out of 1588 companies for Return-on-Tangible-Equity. This puts Schroder UK Mid Cap Fund in the upper half of its industry. The industry median Return-on-Tangible-Equity is 7.17. Schroder UK Mid Cap Fund's value of 40.03% is 458.7% above this benchmark. While the company's 10-year median is 8.19 vs. the industry median of 7.17, Schroder UK Mid Cap 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 Return-on-Tangible-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.17, based on 1,588 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schroder UK Mid Cap Fund's current Return-on-Tangible-Equity of 40.03% is 458.7% 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Schroder UK Mid Cap Fund and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.17 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroder UK Mid Cap Fund's current Return-on-Tangible-Equity is 40.03%, which is 389% above median its own 10-year median of 8.19. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder UK Mid Cap Fund stock overvalued right now?
Schroder UK Mid Cap Fund (CHIX:SCPL) has a current Return-on-Tangible-Equity of 40.03%. The current Return-on-Tangible-Equity is 40.03%, which is 389% above median its 10-year median of 8.19 and 458.7% above the Asset Management industry median of 7.17. Schroder UK Mid Cap Fund's overall GF Score™ is 26/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Schroder UK Mid Cap Fund (CHIX:SCPL), the current Return-on-Tangible-Equity is 40.03% as of Sep. 2025. 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.

Schroder UK Mid Cap Fund Business Description

Other Exchanges SCP:UK
Address 9 Haymarket Square, Edinburgh, GBR, EH3 8FY
Schroder UK Mid Cap Fund PLC is a UK-based investment trust company. Its primary objective is to invest in mid-cap equities to provide a total return. The purpose is to create long-term shareholder value, in line with the investment objective. The company may use gearing within pre-agreed limits to enhance investment returns in rising markets.
26GF Score

Get the complete analysis for CHIX:SCPL

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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