F&C Investment Trust (LSE:FCIT) ROE % Adjusted to Book Value: 23.55% (As of Dec. 2025)


LSE:FCIT F&C Investment Trust PLC LSE:FCIT
52 GF Score
Price £3.47
GF Value £3.35
Valuation Fairly Valued
! 7 Warning Signs
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What is F&C Investment Trust ROE % Adjusted to Book Value?

F&C Investment Trust LSE:FCIT +0.12% 52 ROE % Adjusted to Book Value is 23.55% as of Dec. 2025. GuruFocus rates LSE:FCIT with a GF Score™ of 52/100 and a GF Value™ of £3.35 (Fairly Valued). The stock has 7 warning signs investors should review.

F&C Investment Trust's ROE % for the quarter that ended in Dec. 2025 was 22.61%. F&C Investment Trust's PB Ratio for the quarter that ended in Dec. 2025 was 0.96. F&C Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 23.55%.


F&C Investment Trust ROE % Adjusted to Book Value Related Terms


F&C Investment Trust ROE % Adjusted to Book Value Historical Data

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The historical data trend for F&C Investment Trust's ROE % Adjusted to Book Value 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.

F&C Investment Trust ROE % Adjusted to Book Value Chart

F&C Investment Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 20.41 -9.80 11.34 19.85 11.69

F&C Investment Trust Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value 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 13.78 26.71 13.34 -0.06 23.55

LSE:FCIT vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, F&C Investment Trust's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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.


F&C Investment Trust ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, F&C Investment Trust's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where F&C Investment Trust's ROE % Adjusted to Book Value falls into.


LSE:FCIT
52GF Score
F&C Investment Trust PLC LSE:FCIT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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F&C Investment Trust ROE % Adjusted to Book Value Calculation

F&C Investment Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=11.22% / 0.96
=11.69%

F&C Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=22.61% / 0.96
=23.55%

* 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 ROE % Adjusted to Book Value of 23.55% mean?
F&C Investment Trust (LSE:FCIT) has a ROE % Adjusted to Book Value of 23.55% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on F&C Investment Trust and its competitors.
Is F&C Investment Trust's ROE % Adjusted to Book Value too high?
F&C Investment Trust's current ROE % Adjusted to Book Value is 23.55%. Overall, F&C Investment Trust has a GF Score™ of 52/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does F&C Investment Trust's ROE % Adjusted to Book Value compare to BLK and BX?
F&C Investment Trust's ROE % Adjusted to Book Value of 23.55% 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 ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on F&C Investment Trust and its competitors. F&C Investment Trust's current ROE % Adjusted to Book Value is 23.55%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is F&C Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, F&C Investment Trust (LSE:FCIT) is currently considered Fairly Valued. The stock's GF Value™ is £3.35, compared to a current price of £3.47 — trading 3.6% above its estimated fair value. The current ROE % Adjusted to Book Value is 23.55%. F&C Investment Trust's overall GF Score™ is 52/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For F&C Investment Trust (LSE:FCIT), the current ROE % Adjusted to Book Value is 23.55% as of Dec. 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.

Is F&C Investment Trust (LSE:FCIT) Overvalued in 2026?

Based on GuruFocus' analysis, F&C Investment Trust stock appears to be overvalued. The current stock price of £3.47 is trading 3.6% above its estimated GF Value™ of £3.35. GuruFocus considers F&C Investment Trust to be Fairly Valued.

Key valuation signals for LSE:FCIT:

  • ROE % Adjusted to Book Value: 23.55%
  • GF Value™: £3.35 vs. price of £3.47 (3.6% above fair value)
  • GF Score™: 52/100 with 7 warning signs

No single metric tells the full story. See the LSE:FCIT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


F&C Investment Trust Business Description

Address 78 Cannon Street, Cannon Place, London, GBR, EC4N 6AG
F&C Investment Trust PLC is an investment company. Its objective is to achieve long-term growth in capital and income for its shareholders through a policy of investing in an internationally diversified portfolio of publicly listed equities, as well as unlisted securities and private equity, combined with the use of gearing. Its investment holdings mainly comprise equity securities of listed companies like Amazon, Nvidia, Microsoft, Apple, and others.
52GF Score

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

£3.47
Price
£3.35
GF Value