AEW UK REIT plc (AEWU.L)
AEW UK REIT plc (LSE: AEWU) aims to deliver an attractive total return to shareholders by investing predominantly in smaller commercial properties (typically less than £15 million), on shorter occupational leases in strong commercial locations across the United Kingdom. The Company was listed on the Official List of the UK Listing Authority and admitted to trading on the Main Market of the London Stock Exchange on 12 May 2015, raising £100.5m. Since IPO it has raised a further £58m.
Company Info
ISIN | GB00BWD24154 |
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Sector | Real Estate |
Industry | REIT - Diversified |
Highlights
Market Cap | £155.89M |
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EPS (TTM) | £0.06 |
PE Ratio | 16.40 |
Total Revenue (TTM) | £13.10M |
Gross Profit (TTM) | £9.12M |
EBITDA (TTM) | -£4.81M |
Year Range | £77.46 - £101.40 |
Target Price | £104.00 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in AEW UK REIT plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
AEW UK REIT plc had a return of 4.03% year-to-date (YTD) and 9.59% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 4.03% | 19.68% |
1 month | 6.49% | 1.07% |
6 months | 20.78% | 9.66% |
1 year | 9.59% | 33.12% |
5 years (annualized) | 10.18% | 14.47% |
10 years (annualized) | N/A | 11.27% |
Monthly Returns
The table below presents the monthly returns of AEWU.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -3.96% | -12.32% | 3.00% | -1.98% | 5.85% | -1.95% | 9.03% | 1.54% | 6.49% | 4.03% | |||
2023 | 6.58% | -7.72% | -6.02% | 6.41% | 1.02% | -4.43% | 9.61% | -1.10% | -0.10% | -2.76% | 2.77% | 4.88% | 7.76% |
2022 | 4.63% | -0.69% | 3.99% | 7.99% | -4.08% | -6.22% | 4.19% | -4.91% | -16.13% | -2.80% | 7.64% | 6.05% | -3.22% |
2021 | 10.17% | -2.40% | 1.96% | 13.45% | 2.49% | 1.37% | 8.79% | 2.54% | -2.10% | 6.03% | 3.18% | 2.17% | 57.76% |
2020 | 0.98% | -7.93% | -24.72% | -4.67% | 4.76% | 0.91% | 22.27% | 1.01% | -6.00% | 3.78% | -1.32% | 3.60% | -13.12% |
2019 | 1.23% | 2.81% | 0.99% | 1.30% | 4.98% | 2.08% | -3.16% | -1.63% | 2.74% | 2.04% | -0.85% | 6.88% | 20.73% |
2018 | 0.50% | 0.54% | -3.43% | 1.67% | 2.58% | 0.10% | -1.94% | 0.42% | 0.95% | -0.10% | 1.61% | -5.38% | -2.73% |
2017 | -1.83% | 4.79% | 1.27% | 2.43% | 3.62% | 0.74% | -0.12% | 0.00% | 0.99% | 0.12% | -0.37% | 0.38% | 12.50% |
2016 | -4.79% | -2.58% | 0.94% | 4.99% | -1.87% | 0.37% | -1.17% | 3.03% | 1.04% | 1.41% | 0.39% | -1.29% | 0.10% |
2015 | 1.49% | 0.24% | 0.12% | 0.12% | -1.22% | -0.49% | 0.50% | 0.27% | 1.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AEWU.L is 51, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AEW UK REIT plc (AEWU.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
AEW UK REIT plc granted a 8.13% dividend yield in the last twelve months. The annual payout for that period amounted to £0.08 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Dividend | £0.08 | £0.08 | £0.08 | £0.08 | £0.08 | £0.08 | £0.07 | £0.08 | £0.06 | £0.00 |
Dividend yield | 8.13% | 7.92% | 7.87% | 7.09% | 10.30% | 8.05% | 8.17% | 8.04% | 6.28% | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for AEW UK REIT plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.06 | ||
2023 | £0.02 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.08 |
2022 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.08 |
2021 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.08 |
2020 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.08 |
2019 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.08 |
2018 | £0.00 | £0.01 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.07 |
2017 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.08 |
2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.06 |
2015 | £0.00 | £0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the AEW UK REIT plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AEW UK REIT plc was 45.79%, occurring on Mar 18, 2020. Recovery took 270 trading sessions.
The current AEW UK REIT plc drawdown is 9.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-45.79% | Jan 22, 2020 | 41 | Mar 18, 2020 | 270 | Apr 14, 2021 | 311 |
-31.26% | Apr 27, 2022 | 117 | Oct 13, 2022 | — | — | — |
-10.9% | Jul 20, 2015 | 232 | Jul 7, 2016 | 71 | Oct 18, 2016 | 303 |
-9.06% | Feb 11, 2022 | 17 | Mar 7, 2022 | 9 | Mar 18, 2022 | 26 |
-8.65% | Sep 20, 2021 | 12 | Oct 5, 2021 | 24 | Nov 8, 2021 | 36 |
Volatility
Volatility Chart
The current AEW UK REIT plc volatility is 4.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for AEW UK REIT plc.
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Income Statement
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