Schroder AsiaPacific FundLSE:SDP +2.16%54 ROE % is 6.93% as of Mar. 2026, which is 48% below its 10-year median of 13.34. GuruFocus rates LSE:SDP with a GF Score™ of 54/100 and a GF Value™ of £23.03 (Possible Value Trap). The stock has 7 warning signs investors should review. Among 1,610 Asset Management companies, Schroder AsiaPacific Fund ranks better than 82.61% on this metric.
The historical rank and industry rank for Schroder AsiaPacific Fund's ROE % or its related term are showing as below:
LSE:SDP'
s ROE % Range Over the Past 10 Years
Min: -14.69 Med: 13.34 Max: 33.7
Current: 20.85
During the past 13 years, Schroder AsiaPacific Fund's highest ROE % was 33.70%. The lowest was -14.69%. And the median was 13.34%.
LSE:SDP's ROE % is ranked better than 82.61% of 1610
companies
in the Asset Management industry
Industry Median: 6.61
vs LSE:SDP: 20.85
Schroder AsiaPacific Fund (LSE:SDP) 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 (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (Mar. 2026) 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.
* 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, Schroder AsiaPacific Fund'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.
Schroder AsiaPacific Fund ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroder AsiaPacific Fund's ROE % distribution charts can be found below:
* The bar in red indicates where Schroder AsiaPacific Fund'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 (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Schroder AsiaPacific Fund (LSE:SDP) has a ROE % of 6.93% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Schroder AsiaPacific Fund and its competitors. This is 48% below median its historical median of 13.34. According to the industry distribution chart, Schroder AsiaPacific Fund ranks #280 out of 1610 companies in the Asset Management industry, placing it in the top 17.4%.
Is Schroder AsiaPacific Fund's ROE % too high?
Schroder AsiaPacific Fund's current ROE % of 6.93% is 48% below median its 10-year median of 13.34. The Asset Management industry median ROE % is 6.61. Schroder AsiaPacific Fund's value of 6.93% is 4.8% above this industry median. Based on the distribution chart, Schroder AsiaPacific Fund ranks #280 out of 1610 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Schroder AsiaPacific Fund has a GF Score™ of 54/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Schroder AsiaPacific Fund's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder AsiaPacific Fund ranks #280 out of 1610 companies for ROE %. This places Schroder AsiaPacific Fund in the top 17% of its industry — outperforming the majority of peers. The industry median ROE % is 6.61. Schroder AsiaPacific Fund's value of 6.93% is 4.8% above this benchmark. While the company's 10-year median is 13.34 vs. the industry median of 6.61, Schroder AsiaPacific 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.61, based on 1,610 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. Schroder AsiaPacific Fund's current ROE % of 6.93% is 4.8% 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 Schroder AsiaPacific Fund and its competitors. For the Asset Management industry, the median ROE % is 6.61 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroder AsiaPacific Fund's current ROE % is 6.93%, which is 48% below median its own 10-year median of 13.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder AsiaPacific Fund stock overvalued right now?
Based on GuruFocus' analysis, Schroder AsiaPacific Fund (LSE:SDP) is currently considered Possible Value Trap. The stock's GF Value™ is £23.03, compared to a current price of £8.51 — trading 63% below its estimated fair value. The current ROE % is 6.93%, which is 48% below median its 10-year median of 13.34 and 4.8% above the Asset Management industry median of 6.61. Schroder AsiaPacific Fund's overall GF Score™ is 54/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Schroder AsiaPacific Fund (LSE:SDP), the current ROE % is 6.93% as of Mar. 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.
Is Schroder AsiaPacific Fund (LSE:SDP) Overvalued in 2026?
Based on GuruFocus' analysis, Schroder AsiaPacific Fund stock appears to be undervalued.
The current stock price of £8.51 is trading 63% below its estimated GF Value™ of £23.03.
GuruFocus considers Schroder AsiaPacific Fund to be Possible Value Trap.
Key valuation signals for LSE:SDP:
ROE %: 6.93% (48% below median its 10-year median of 13.34)
GF Value™: £23.03 vs. price of £8.51 (63% below fair value)
Industry Position: 4.8% above the Asset Management median (#280 of 1610)
No single metric tells the full story. See the LSE:SDP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schroder AsiaPacific Fund PLC is an asset management company based in the United Kingdom. The company's main investment objective is to achieve capital growth through investment in equities of companies located in the continent of Asia (excluding the Middle East and Japan), together with the Far Eastern countries bordering the Pacific Ocean. It aims to achieve growth over the MSCI All Countries Asia excluding Japan Index in sterling terms (Benchmark Index) over the longer term. The company principally invests in a diversified portfolio of companies located in the continent of Asia, of which the countries include Hong Kong, China, Singapore, Taiwan, Malaysia, South Korea, Thailand, India, the Philippines, Indonesia, Pakistan, Vietnam and Sri Lanka.
54GF Score
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