Invesco Global Equityome TrustLSE:IGET +1.01%59 ROE % is 15.26% as of Nov. 2025, which is 342% above its 10-year median of 3.45. GuruFocus rates LSE:IGET with a GF Score™ of 59/100 and a GF Value™ of £4.43 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 1,609 Asset Management companies, Invesco Global Equityome Trust ranks better than 58.73% on this metric.
The historical rank and industry rank for Invesco Global Equityome Trust's ROE % or its related term are showing as below:
LSE:IGET'
s ROE % Range Over the Past 10 Years
Min: -8.59 Med: 3.45 Max: 20.62
Current: 8.68
During the past 13 years, Invesco Global Equityome Trust's highest ROE % was 20.62%. The lowest was -8.59%. And the median was 3.45%.
LSE:IGET's ROE % is ranked better than 58.73% of 1609
companies
in the Asset Management industry
Industry Median: 6.52
vs LSE:IGET: 8.68
Invesco Global Equityome Trust (LSE:IGET) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Nov. 2025) net income data. The Revenue data used here is two times the semi-annual (Nov. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % 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 ROE %s can be extremely high.
Invesco Global Equityome Trust ROE % Related Terms
Invesco Global Equityome Trust ROE % Historical Data
* 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.
For the Asset Management subindustry, Invesco Global Equityome Trust's ROE %, along with its competitors' market caps and ROE % 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.
Invesco Global Equityome Trust ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Invesco Global Equityome Trust's ROE % distribution charts can be found below:
* The bar in red indicates where Invesco Global Equityome Trust's ROE % falls into.
* 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 ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Nov. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Invesco Global Equityome Trust (LSE:IGET) has a ROE % of 15.26% as of Nov. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Invesco Global Equityome Trust and its competitors. This is 342% above median its historical median of 3.45. According to the industry distribution chart, Invesco Global Equityome Trust ranks #664 out of 1609 companies in the Asset Management industry, placing it in the top 41.3%.
Is Invesco Global Equityome Trust's ROE % too high?
Invesco Global Equityome Trust's current ROE % of 15.26% is 342% above median its 10-year median of 3.45. The Asset Management industry median ROE % is 6.52. Invesco Global Equityome Trust's value of 15.26% is 134% above this industry median. Based on the distribution chart, Invesco Global Equityome Trust ranks #664 out of 1609 companies in the Asset Management industry, which is above the industry midpoint. Overall, Invesco Global Equityome Trust has a GF Score™ of 59/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Invesco Global Equityome Trust's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Invesco Global Equityome Trust ranks #664 out of 1609 companies for ROE %. This puts Invesco Global Equityome Trust in the upper half of its industry. The industry median ROE % is 6.52. Invesco Global Equityome Trust's value of 15.26% is 134% above this benchmark. While the company's 10-year median is 3.45 vs. the industry median of 6.52, Invesco Global Equityome Trust 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.52, based on 1,609 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invesco Global Equityome Trust's current ROE % of 15.26% is 134% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Invesco Global Equityome Trust and its competitors. For the Asset Management industry, the median ROE % is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invesco Global Equityome Trust's current ROE % is 15.26%, which is 342% above median its own 10-year median of 3.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invesco Global Equityome Trust stock overvalued right now?
Based on GuruFocus' analysis, Invesco Global Equityome Trust (LSE:IGET) is currently considered Modestly Undervalued. The stock's GF Value™ is £4.43, compared to a current price of £3.99 — trading 9.9% below its estimated fair value. The current ROE % is 15.26%, which is 342% above median its 10-year median of 3.45 and 134% above the Asset Management industry median of 6.52. Invesco Global Equityome Trust's overall GF Score™ is 59/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Invesco Global Equityome Trust (LSE:IGET), the current ROE % is 15.26% as of Nov. 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 Invesco Global Equityome Trust (LSE:IGET) Overvalued in 2026?
Based on GuruFocus' analysis, Invesco Global Equityome Trust stock appears to be undervalued.
The current stock price of £3.99 is trading 9.9% below its estimated GF Value™ of £4.43.
GuruFocus considers Invesco Global Equityome Trust to be Modestly Undervalued.
Key valuation signals for LSE:IGET:
ROE %: 15.26% (342% above median its 10-year median of 3.45)
GF Value™: £4.43 vs. price of £3.99 (9.9% below fair value)
Industry Position: 134% above the Asset Management median (#664 of 1609)
No single metric tells the full story. See the LSE:IGET stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Invesco Global Equityome Trust Business Description
Invesco Global Equity Income Trust PLC is an investment company based in the UK. The company invests its shareholders' funds with the focus of spreading investment risk and generating returns. Its investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive risk-adjusted returns. The company focuses on investing no more than 15% of the gross assets in a single investment and not more than 10% of the gross assets invested in other listed investment companies. Its share capital comprises four share classes namely UK Equity Shares, Global Equity Income Shares, Balanced Risk Allocation Shares, and Managed Liquidity Shares and it allows shareholders to convert between share classes.
59GF Score
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