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Montanaro UK Smaller Inv Tr (LSE:MTU) ROE % Adjusted to Book Value : 9.70% (As of Sep. 2024)


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What is Montanaro UK Smaller Inv Tr ROE % Adjusted to Book Value?

Montanaro UK Smaller Inv Tr's ROE % for the quarter that ended in Sep. 2024 was 8.44%. Montanaro UK Smaller Inv Tr's PB Ratio for the quarter that ended in Sep. 2024 was 0.87. Montanaro UK Smaller Inv Tr's ROE % Adjusted to Book Value for the quarter that ended in Sep. 2024 was 9.70%.


Montanaro UK Smaller Inv Tr ROE % Adjusted to Book Value Historical Data

The historical data trend for Montanaro UK Smaller Inv Tr'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.

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Montanaro UK Smaller Inv Tr ROE % Adjusted to Book Value Chart

Montanaro UK Smaller Inv Tr Annual Data
Trend Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only -9.21 31.10 -4.97 -14.14 9.07

Montanaro UK Smaller Inv Tr Semi-Annual Data
Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24
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 -53.24 24.76 -3.47 22.06 9.70

Competitive Comparison of Montanaro UK Smaller Inv Tr's ROE % Adjusted to Book Value

For the Asset Management subindustry, Montanaro UK Smaller Inv Tr'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.


Montanaro UK Smaller Inv Tr's ROE % Adjusted to Book Value Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Montanaro UK Smaller Inv Tr's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Montanaro UK Smaller Inv Tr's ROE % Adjusted to Book Value falls into.



Montanaro UK Smaller Inv Tr ROE % Adjusted to Book Value Calculation

Montanaro UK Smaller Inv Tr's ROE % Adjusted to Book Value for the fiscal year that ended in Mar. 2024 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=7.71% / 0.85
=9.07%

Montanaro UK Smaller Inv Tr's ROE % Adjusted to Book Value for the quarter that ended in Sep. 2024 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=8.44% / 0.87
=9.70%

* 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.


Montanaro UK Smaller Inv Tr ROE % Adjusted to Book Value Related Terms

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Montanaro UK Smaller Inv Tr Business Description

Traded in Other Exchanges
Address
53 Threadneedle Street, London, GBR, EC2R 8AR
Montanaro UK Smaller Companies Inv Tr PLC is a United Kingdom-based company. Its investment objective is capital appreciation through investing in small quoted companies, which are listed on the London Stock Exchange or traded on the Alternative Investment Market (AIM) and to outperform its benchmark, the Deutsche Numis Smaller Companies Index. The company seeks to achieve its objective by investing in a diversified portfolio of quoted UK small companies.

Montanaro UK Smaller Inv Tr Headlines

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