Market research
IPU.LSE INVESCO Perpetual UK Smaller Companies Investment Trust plc
LSE GBP Financial Services
Latest close
As of 13 Jun 2025
Test a moving-average rule with historical data.
Market facts
- Market cap
- 107M
- P/E ratio
- 4.53
- Analyst target
- Not available
- Dividend yield
- 4.9%
- Beta
- 0.96
Profile
Instrument facts
- Exchange
- LSE
- Currency
- GBP
- Sector
- Financial Services
- Industry
- Asset Management
- ISIN
- GB00B1FL3C76
- Market cap
- 107M
- P/E ratio
- 4.53
- Analyst target
- Not available
- Dividend yield
- 4.9%
- Beta
- 0.96
About
About INVESCO Perpetual UK Smaller Companies Investment Trust plc
INVESCO Perpetual UK Smaller Companies Investment Trust plc is a closed-ended equity mutual fund launched and managed by Invesco Fund Managers Limited. It is co-managed by Invesco Asset Management Limited. The fund invests in the public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in reasonably priced growth (GARP) stocks of small and mid cap companies. It employs fundamental analysis focusing on factors like anticipated market strength, financial strength, and competitive advantages to create its portfolio. The fund benchmarks the performance of its portfolio against the Numis Smaller Companies Index (excluding Investment Companies). INVESCO Perpetual UK Smaller Companies Investment Trust plc was formed on Mar 1, 1988 and is domiciled in the United Kingdom.
Research context
INVESCO Perpetual UK Smaller Companies Investment Trust plc appears in PyInvesting’s London Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- GBP
- Sector
- Financial Services
- Industry
- Asset Management
These are the latest stored catalogue classifications, not a historical classification snapshot. An issuer description, classification effective date or currency may be unavailable. Check the issuer’s own disclosures and the observation dates before using these fields for research.
Review backtest assumptions and evidence before treating a chart or stored history as a research result.
Community
Investor discussion
1 comment
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5 years, 6 months ago
Invesco Perpetual UK Smaller Companies Investment Trust Plc is currently in a long term uptrend where the price is trading 17.8% above its 200 day moving average.
From a valuation standpoint, the stock is 95.1% cheaper than other stocks from the Financial Services sector with a price to sales ratio of 2.6.
Based on the above factors, Invesco Perpetual UK Smaller Companies Investment Trust Plc gets an overall score of 2/5.