Aberforth Geared Value &ome Trust (LSE:AGVI) ROCE %: % (As of Jun. 2026)

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Vera Yuan
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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:AGVI Aberforth Geared Value & Income Trust PLC LSE:AGVI
9 GF Score
Price £0.92
! 2 Warning Signs
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What is Aberforth Geared Value &ome Trust ROCE %?

Aberforth Geared Value &ome Trust LSE:AGVI +1.38% 9 ROCE % is % as of Jun. 2026. GuruFocus rates LSE:AGVI with a GF Score™ of 9/100. The stock has 2 warning signs investors should review.

ROCE % does not apply to banks and insurance companies.

LSE:AGVI
9GF Score
Aberforth Geared Value & Income Trust PLC LSE:AGVI
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of % mean?
Aberforth Geared Value &ome Trust (LSE:AGVI) has a ROCE % of % as of Jun. 2026.
Is Aberforth Geared Value &ome Trust's ROCE % too high?
Aberforth Geared Value &ome Trust's current ROCE % is %. Overall, Aberforth Geared Value &ome Trust has a GF Score™ of 9/100, reflecting its overall financial health beyond just this single metric.
How does Aberforth Geared Value &ome Trust's ROCE % compare to BLK and BX?
Aberforth Geared Value &ome Trust's ROCE % of % can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.79. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for an Asset Management company?
The median ROCE % among Asset Management companies is 4.79, based on 712 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.79 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aberforth Geared Value &ome Trust's current ROCE % is %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aberforth Geared Value &ome Trust stock overvalued right now?
Aberforth Geared Value &ome Trust (LSE:AGVI) has a current ROCE % of %. The current ROCE % is %. Aberforth Geared Value &ome Trust's overall GF Score™ is 9/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Aberforth Geared Value &ome Trust (LSE:AGVI), the current ROCE % is % as of Jun. 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.

Aberforth Geared Value &ome Trust Business Description

Other Exchanges AGZI:UK
Address 14 Melville Street, Edinburgh, GBR, EH3 7NS
Aberforth Geared Value & Income Trust PLC is as is an asset management company. Focused on delivering high total returns and an attractive income yield by investing in a diversified value oriented portfolio of 50-100 small UK quoted companies drawn from the Deutsche Numis Smaller Companies Index. Operates a geared capital structure using ZDP shares that boost exposure for Ordinary shareholders.
9GF Score

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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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