Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (IVPU.L)
ValueMarkers Composite Index
DCF data not available
Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (IVPU.L) — VMCI valuation read
Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (IVPU.L) carries a VMCI composite of 46/100, 4 points below the Financial Services sector median of 50. Among mid-cap names, that gap places IVPU.L in the bottom third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The IVPU.L insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads IVPU.L trades at 14.0x earnings, 22% below the Financial Services median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Financial Services 12.0x. Quality: ROIC of 18.0% sits 8.0pp above the Financial Services median (10.0%). Risk: net debt to EBITDA of 1.7x is the rate-sensitivity line to watch, the line to track on Invesco Perpetual Select Trust plc - UK Equity Share Portfolio's next 10-Q.
IVPU.L rose 1.0% over the trailing 7 days, with a +0.9% read on a 30-day basis.
Invesco Perpetual Select Trust plc - UK Equity Share Portfolio is an 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 invests in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs a combination of fundamental, quantitative and qualitative analysis along with a bottom up and top down stock picking approach to make its investments. The fund benchmarks the performance of its portfolio against the FTSE All-Share Index. It was formerly known as Merrill Lynch Asset Allocator plc - UK Equity Share Portfolio. Invesco Perpetual Select Trust plc - UK Equity Share Portfolio is domiciled in the United Kingdom.
Related Stocks in Financial Services
Top peers ranked by VM Score. Compare valuation, quality, and risk metrics across the sector.
- HEFT.L - Henderson European Focus Trust plc
- ASN.BK - ASN Broker Public Company Limited
- CUBIFIN.BO - Cubical Financial Services Limited
- IVPB.L - Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio
- IVPM.L - Invesco Perpetual Select Trust plc - Managed Liquidity Share Portfolio
- INDIAHOME.BO - India Home Loan Limited
- GOLDLINE.BO - Gold Line International Finvest Limited
- KRISHNACAP.BO - Krishna Capital & Securities Limited