Invesco Bondome Plus (LSE:BIPS) 5-Year RORE % : -17.95% (As of Dec. 2025)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:BIPS Invesco Bond Income Plus Ltd LSE:BIPS
38 GF Score
Price £1.71
! 6 Warning Signs
View Full Analysis

What is Invesco Bondome Plus 5-Year RORE %?

Invesco Bondome Plus LSE:BIPS 38 5-Year RORE % is -17.95 as of Dec. 2025. GuruFocus rates LSE:BIPS with a GF Score™ of 38/100. The stock has 6 warning signs investors should review. Among 1,415 Asset Management companies, Invesco Bondome Plus ranks worse than 61.55% on this metric.

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. Invesco Bondome Plus's 5-Year RORE % for the quarter that ended in Dec. 2025 was -17.95%.

The industry rank for Invesco Bondome Plus's 5-Year RORE % or its related term are showing as below:

LSE:BIPS's 5-Year RORE % is ranked worse than
61.55% of 1415 companies
in the Asset Management industry
Industry Median: -2.54 vs LSE:BIPS: -17.95

Invesco Bondome Plus  (LSE:BIPS) 5-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, 5-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.


Invesco Bondome Plus 5-Year RORE % Related Terms


Invesco Bondome Plus 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Invesco Bondome Plus's 5-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.

Invesco Bondome Plus 5-Year RORE % Chart

Invesco Bondome Plus Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
5-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -196.97 40.23 48.25 -6.17 -17.95

Invesco Bondome Plus Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
5-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 48.25 -80.00 -6.17 96.99 -17.95

LSE:BIPS vs BLK, BX, KKR: 5-Year RORE % Comparison

For the Asset Management subindustry, Invesco Bondome Plus's 5-Year RORE %, along with its competitors' market caps and 5-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.


Invesco Bondome Plus 5-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco Bondome Plus's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where Invesco Bondome Plus's 5-Year RORE % falls into.


LSE:BIPS
38GF Score
Invesco Bond Income Plus Ltd LSE:BIPS
5-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Invesco Bondome Plus 5-Year RORE % Calculation

Invesco Bondome Plus's 5-Year RORE % for the quarter that ended in Dec. 2025 is calculated as:

5-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 5-year -Cumulative Dividends per Share for 5-year )
=( 0.136-0.094 )/( 0.336-0.57 )
=0.042/-0.234
=-17.95 %

* 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 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2025 and 5-year before.

Frequently Asked Questions Learn more about 5-Year RORE % →
What does a 5-Year RORE % of -17.95 mean?
Invesco Bondome Plus (LSE:BIPS) has a 5-Year RORE % of -17.95 as of Dec. 2025. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Invesco Bondome Plus and its competitors. According to the industry distribution chart, Invesco Bondome Plus ranks #871 out of 1415 companies in the Asset Management industry, placing it in the top 61.6%.
Is Invesco Bondome Plus' 5-Year RORE % too high?
Invesco Bondome Plus' current 5-Year RORE % is -17.95. Based on the distribution chart, Invesco Bondome Plus ranks #871 out of 1415 companies in the Asset Management industry, which is below the industry midpoint. Overall, Invesco Bondome Plus has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Invesco Bondome Plus' 5-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Invesco Bondome Plus ranks #871 out of 1415 companies for 5-Year RORE %. This places Invesco Bondome Plus in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year RORE % for an Asset Management company?
A good 5-Year RORE % depends on the Asset Management industry context. However, 5-Year RORE % 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 5-Year RORE % mean?
A high 5-Year RORE % can signal that a stock is expensive relative to its fundamentals. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Invesco Bondome Plus and its competitors. Invesco Bondome Plus's current 5-Year RORE % is -17.95. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invesco Bondome Plus stock overvalued right now?
Invesco Bondome Plus (LSE:BIPS) has a current 5-Year RORE % of -17.95. The current 5-Year RORE % is -17.95. Invesco Bondome Plus' overall GF Score™ is 38/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year RORE % calculated?
5-Year RORE % is calculated from a company's financial statements. For Invesco Bondome Plus (LSE:BIPS), the current 5-Year RORE % is -17.95 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.

Invesco Bondome Plus Business Description

Address 28 Esplanade, P.O. Box 1075, JTC Fund Solutions (Jersey) Limited, Saint Helier, JEY, JE4 2QP
Invesco Bond Income Plus Ltd is a closed-end investment company to achieves high income and capital growth from investment in fixed-interest securities. Its products include investment trusts, multi-asset funds, and UK equities. The company invests in bonds, along with other fixed-income securities, equities, and equity-like instruments. Its portfolio consists of investments made in oil and gas, basic materials, industrials, consumer goods, healthcare, consumer services, utility, telecommunications, financials, and technology sectors. The company operates in a single segment of the business of investing in debt and, to a significantly lesser extent, equity securities.
38GF Score

Get the complete analysis for LSE:BIPS

5-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£1.71
Price