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Brunner Investment Trust (The) (LSE:BUT) 3-Year RORE % : 83.14% (As of Nov. 2024)


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What is Brunner Investment Trust (The) 3-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Brunner Investment Trust (The)'s 3-Year RORE % for the quarter that ended in Nov. 2024 was 83.14%.

The industry rank for Brunner Investment Trust (The)'s 3-Year RORE % or its related term are showing as below:

LSE:BUT's 3-Year RORE % is ranked better than
85.91% of 1561 companies
in the Asset Management industry
Industry Median: -35.71 vs LSE:BUT: 83.14

Brunner Investment Trust (The) 3-Year RORE % Historical Data

The historical data trend for Brunner Investment Trust (The)'s 3-Year RORE % 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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Brunner Investment Trust (The) 3-Year RORE % Chart

Brunner Investment Trust (The) Annual Data
Trend Nov15 Nov16 Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 50.52 26.18 -24.97 -45.77 83.14

Brunner Investment Trust (The) Semi-Annual Data
May15 Nov15 May16 Nov16 May17 Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24
3-Year RORE % 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 -24.97 -64.59 -45.77 59.15 83.14

Competitive Comparison of Brunner Investment Trust (The)'s 3-Year RORE %

For the Asset Management subindustry, Brunner Investment Trust (The)'s 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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.


Brunner Investment Trust (The)'s 3-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Brunner Investment Trust (The)'s 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Brunner Investment Trust (The)'s 3-Year RORE % falls into.


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Brunner Investment Trust (The) 3-Year RORE % Calculation

Brunner Investment Trust (The)'s 3-Year RORE % for the quarter that ended in Nov. 2024 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 2.25-0.085 )/( 3.286-0.682 )
=2.165/2.604
=83.14 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Nov. 2024 and 3-year before.


Brunner Investment Trust (The)  (LSE:BUT) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Brunner Investment Trust (The) 3-Year RORE % Related Terms

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Brunner Investment Trust (The) Business Description

Traded in Other Exchanges
N/A
Address
199 Bishopsgate, London, GBR, EC2M 3TY
Brunner Investment Trust (The) PLC is a United Kingdom-based investment trust. It aims to provide growth in capital value and dividends over the long term by investing in UK securities and international securities. The benchmark against which performance is measured is 70% FTSE World ex-UK Index and 30% FTSE All-Share Index. Its portfolio consists of securities from Industrials, Financials, Information Technology, Health Care, Energy, and other industries.

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