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Invesco Select Trust (LSE:IVPU) Equity-to-Asset : 0.94 (As of Nov. 2023)


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What is Invesco Select Trust Equity-to-Asset?

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Invesco Select Trust's Total Stockholders Equity for the quarter that ended in Nov. 2023 was £203.73 Mil. Invesco Select Trust's Total Assets for the quarter that ended in Nov. 2023 was £217.30 Mil. Therefore, Invesco Select Trust's Equity to Asset Ratio for the quarter that ended in Nov. 2023 was 0.94.

The historical rank and industry rank for Invesco Select Trust's Equity-to-Asset or its related term are showing as below:

LSE:IVPU' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.86   Med: 0.9   Max: 1
Current: 0.94

During the past 13 years, the highest Equity to Asset Ratio of Invesco Select Trust was 1.00. The lowest was 0.86. And the median was 0.90.

LSE:IVPU's Equity-to-Asset is ranked better than
69.87% of 1716 companies
in the Asset Management industry
Industry Median: 0.83 vs LSE:IVPU: 0.94

Invesco Select Trust Equity-to-Asset Historical Data

The historical data trend for Invesco Select Trust's Equity-to-Asset 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.

* Premium members only.

Invesco Select Trust Equity-to-Asset Chart

Invesco Select Trust Annual Data
Trend May14 May15 May16 May17 May18 May19 May20 May21 May22 May23
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.91 0.89 0.91 0.92 1.00

Invesco Select Trust Semi-Annual Data
May14 Nov14 May15 Nov15 May16 Nov16 May17 Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23
Equity-to-Asset 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 0.92 0.92 0.92 1.00 0.94

Competitive Comparison of Invesco Select Trust's Equity-to-Asset

For the Asset Management subindustry, Invesco Select Trust's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Select Trust's Equity-to-Asset Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco Select Trust's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Invesco Select Trust's Equity-to-Asset falls into.



Invesco Select Trust Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

Invesco Select Trust's Equity to Asset Ratio for the fiscal year that ended in May. 2023 is calculated as

Equity to Asset (A: May. 2023 )=Total Stockholders Equity/Total Assets
=66.743/66.887
=1.00

Invesco Select Trust's Equity to Asset Ratio for the quarter that ended in Nov. 2023 is calculated as

Equity to Asset (Q: Nov. 2023 )=Total Stockholders Equity/Total Assets
=203.73/217.304
=0.94

* 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 Select Trust  (LSE:IVPU) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


Invesco Select Trust Equity-to-Asset Related Terms

Thank you for viewing the detailed overview of Invesco Select Trust's Equity-to-Asset provided by GuruFocus.com. Please click on the following links to see related term pages.


Invesco Select Trust (LSE:IVPU) Business Description

Traded in Other Exchanges
Address
Perpetual Park Drive, Perpetual Park, Henley-on-Thames, Oxfordshire, GBR, RG9 1HH
Invesco Select Trust PLC is an investment company based in the UK. The company invests its shareholders' funds with the aim of spreading investment risk and generating returns. Its investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive risk-adjusted returns. The company focuses on investing no more than 15% of the gross assets in a single investment and not more than 10% of the gross assets invested in other listed investment companies. Its share capital comprises four share classes namely UK Equity Shares, Global Equity Income Shares, Balanced Risk Allocation Shares, and Managed Liquidity Shares and it allows shareholders to convert between share classes.

Invesco Select Trust (LSE:IVPU) Headlines

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