Momentum
Relative Strength (%)
1m
3m
1yr
Volume Change (%)
10d v 3m
Price vs... (%)
52w High
50d MA
200d MA
vs.
market
vs.
industry
Growth & Value
Trailing 12m
PE Ratio (ttm) n/a
PEG Ratio (ttm) n/a
EPS Growth (ttm) n/a %
Dividend Yield (ttm) n/a %
Valuation (ttm)
Price to Book Value n/a
Price to Tang. Book n/a
Price to Free Cashflow n/a
Price to Sales n/a
EV to EBITDA n/a

Margin of Safety (beta)
Screens Passed

IPU doesn't qualify for our screens.
Find out why:   View Checklists

vs.
market
vs.
industry
Quality
Return on Capital n/a %
Return on Equity n/a %
Operating Margin n/a %
Balance Sheet · Income Statement · Cashflow Financial Summary
Year End 01st Jan 2009 2010 2011 2012 2013 2014 2015E 2016E CAGR / Avg
Revenue m 0.000 0.000 0.000 0.000 0.000 0.000
Operating Profit m 0.000 0.000 0.000 0.000 0.000 0.000
Net Profit m -34.2 31.0 29.2 -1.42 28.2 46.9
EPS Reported -0.58 0.54 0.52 -0.026 0.53 0.89
EPS Normalised -0.58 0.54 0.52 -0.026 0.53 0.89
EPS Growth %
PE Ratio x n/a n/a n/a
PEG x n/a n/a n/a
Profitability
Operating Margin %
ROA %
ROCE %
ROE %
Cashflow
Op. Cashflow ps 0.000 0.000 0.000 0.000 0.000 0.000
Capex ps 0.000 0.000 0.000 0.000 0.000 0.000
Free Cashflow ps 0.000 0.000 0.000 0.000 0.000 0.000
Last ex-div: 24th Sep, paid: 24th Oct more... Dividends
Dividend ps 0.041 0.043 0.043 0.050 0.060 0.065
Dividend Growth %
Dividend Yield %
Dividend Cover x
Balance Sheet
Cash etc m 0.000 0.000 0.000 0.000 0.000 0.000
Working Capital m n/a n/a n/a n/a n/a n/a
Net Fixed Assets m 0.000 0.000 0.000 0.000 0.000 0.000
Net Debt m 0.000 0.000 0.000 0.000 0.000 0.000
Book Value m 0.000 0.000 0.000 0.000 0.000 0.000
Average Shares m 59.0 57.7 56.9 54.5 53.2 53.2
Book Value ps 0.000 0.000 0.000 0.000 0.000 0.000

FINANCIAL BRIEF: For the six months ended 31 July 2014, Invesco Perpetual UK Smlr Cos Inv Tr PLC revenues decreased from L24.5M to -L2.6M. Net loss totaled L3.6M vs. income of L23.9M. Revenues reflect (Losses)/ profits on investments held at decrease from L22.2M to -L5M, Special Dividends decrease of 49% to L226K. Net loss reflects Other expenses increase of 14% to L172K (expense). Dividend per share remained flat at L0.02. more »

Health Trend

Bankruptcy Risk

N/A Earnings Manipulation Risk

Magic Formula Score  

Other Ratios
Leverage (ttm) Total Ex Intang
Gross Gearing %
Net Gearing %
Cash / Assets %
Liquidity (ttm)
Curr. Ratio n/a
Quick Ratio n/a
Interest Cov. n/a
Efficiency (ttm)
Asset Turnover n/a
Rec's Turnover n/a
Stock Turnover n/a

vs.
market
vs.
industry
Recent History
Latest interim period (ended 1st Jan '70) vs. prior year
Sales Growth n/a %
EPS Growth n/a %
3yr Compound Annual Growth Rate
Sales Growth n/a %
EPS Growth n/a %
DPS Growth n/a %
Graphical History Current Fiscal Year 2015

Broker Forecasts
01st Jan 2015
01st Jan 2016

Price Target: N/A Net Profit EPS DPS Net Profit EPS DPS
Est. Long Term Growth Rate: n/a () () () () () ()
Consensus Estimate - - - - - -
1m Change - - - - - -
3m Change - - - - - -
Broker Consensus Trend
Broker Recommendations for Invesco Perpetual UK Smaller Closed Fund
Recommendation:Strong SellSellHoldBuyStrong Buy
No. of Analysts: 0 0 0 1 0

Named Brokers and Analysts
There are no named brokers.

Profile Summary

Invesco Perpetual UK Smaller Companies Investment Trust plc is a United Kingdom-based, closed-ended investment Company. The Company’s investment objective is to achieveLong-term total return for shareholders by investment in small to medium sized United Kingdom quoted companies. The Company seeks to identify well managed, financially strong companies which have clear competitive advantages, and whose share prices are reasonable in relation to their quality and growth, and to moderate risk by investing in a range of stocks. The Company invests in sectors, such as health care equipment and services, aerospace and defense, industrial engineering, general retailers, pharmaceuticals and biotechnology, support services, chemicals, software and computer services, electronic and electrical equipment, construction and materials and, oil and gas producers. Invesco Asset Management Limited is the fund’s manager.

No Management Information.

No. of Employees: 0 No. of Shareholders: 0


Last Annual January 1st, 1970
Last Interim January 1st, 1970
Shares in Issue
Free Float 51.1m (96.1%)

Use of our data service is subject to express Terms of Service. Please see our full site disclaimer for more details. In particular, it is very important to do your own research (DYOR) and seek professional advice before making any investment based on your own personal circumstances. Please note that the information, data and analysis contained within this stock report: (a) include the proprietary information of Stockopedia's third party licensors and Stockopedia; (b) should not be copied or redistributed except as specifically authorised; and (c) are not warranted to be complete, accurate or timely. You should independently research and verify any information that you find in this report. Stockopedia will not be liable in respect of any loss, trading or otherwise, that you may suffer arising out of such information or any reliance you may place upon it. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up. © Stockopedia 2015.


Should you buy IPU

Access IPU Analytics Now!

FREE TRIAL or TAKE THE TOUR