BlackRock Greater Europe Investment Trust plc (BRGE.L)
BlackRock Greater Europe Investment Trust plc is a closed-ended equity mutual fund launched by BlackRock Fund Managers Limited. It is managed by BlackRock Investment Management (UK) Limited. The fund invests in the public equity markets of Europe, excluding the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of large cap companies with a market capitalization of over "5 billion. It benchmarks the performance of its portfolio against the FTSE World Europe ex-UK Index. BlackRock Greater Europe Investment Trust plc was formed on September 20, 2004 and is domiciled in the United Kingdom.
Company Info
Highlights
£564.47M
-£0.13
-£6.26M
-£9.02M
-£10.97M
£468.97 - £630.90
Share Price Chart
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Performance
Performance Chart
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Returns By Period
BlackRock Greater Europe Investment Trust plc (BRGE.L) returned 5.64% year-to-date (YTD) and -7.72% over the past 12 months. Over the past 10 years, BRGE.L returned 10.14% annually, underperforming the S&P 500 benchmark at 10.68%.
BRGE.L
5.64%
4.68%
6.61%
-7.72%
9.77%
10.12%
10.14%
^GSPC (Benchmark)
-1.34%
5.02%
-2.79%
9.39%
13.76%
14.45%
10.68%
Monthly Returns
The table below presents the monthly returns of BRGE.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 10.28% | -0.83% | -9.73% | 2.60% | 4.30% | 5.64% | |||||||
| 2024 | 0.53% | 10.54% | 1.43% | -3.92% | 1.91% | -1.44% | -0.49% | -1.64% | -1.00% | -7.23% | 0.25% | -0.55% | -2.49% |
| 2023 | 7.80% | 2.95% | 1.72% | 0.56% | 0.32% | 0.75% | 2.23% | -4.36% | -5.31% | -5.61% | 12.54% | 7.81% | 21.66% |
| 2022 | -14.99% | -8.81% | 3.35% | -9.17% | -7.96% | -7.45% | 9.22% | -2.56% | -9.21% | 7.37% | 9.14% | -1.87% | -31.14% |
| 2021 | -0.38% | -0.38% | 1.90% | 10.45% | 3.01% | 4.28% | 4.73% | 4.22% | -4.62% | 4.85% | 1.22% | -0.29% | 32.17% |
| 2020 | 0.49% | -7.33% | -15.57% | 14.69% | 8.15% | 6.84% | 3.55% | 2.29% | 1.23% | -3.13% | 14.75% | 6.43% | 32.15% |
| 2019 | 3.26% | 5.05% | 2.70% | 4.97% | -1.74% | 8.55% | 2.10% | -1.03% | -0.52% | 0.30% | 4.21% | 2.78% | 34.70% |
| 2018 | -0.30% | -2.37% | -3.34% | 3.46% | 2.67% | 3.57% | 2.01% | 2.25% | -1.24% | -7.95% | -0.15% | -5.68% | -7.57% |
| 2017 | 1.97% | -0.18% | 4.39% | 1.64% | 7.20% | -3.03% | 0.80% | 4.29% | 0.08% | 3.88% | 0.12% | 0.07% | 22.94% |
| 2016 | -4.92% | 0.91% | -0.60% | -0.35% | 0.82% | 3.45% | 4.90% | 1.68% | 1.79% | 3.66% | -7.53% | 6.68% | 10.05% |
| 2015 | 4.07% | 0.85% | 9.34% | -2.05% | 0.59% | -4.22% | 2.97% | -2.98% | -3.28% | 4.34% | 1.28% | 5.28% | 16.43% |
| 2014 | 0.41% | 2.27% | 1.01% | -2.20% | 2.47% | -4.02% | -6.07% | 1.78% | -1.53% | -0.22% | 5.08% | -2.37% | -3.84% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BRGE.L is 31, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BlackRock Greater Europe Investment Trust plc (BRGE.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
BlackRock Greater Europe Investment Trust plc provided a 1.22% dividend yield over the last twelve months, with an annual payout of £0.07 per share. The company has been increasing its dividends for 19 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.07 | £0.07 | £0.07 | £0.07 | £0.06 | £0.06 | £0.06 | £0.06 | £0.05 | £0.05 | £0.05 | £0.05 |
Dividend yield | 1.22% | 1.28% | 1.19% | 1.40% | 0.91% | 1.16% | 1.44% | 1.87% | 1.61% | 1.90% | 1.93% | 2.07% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock Greater Europe Investment Trust 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.02 | |||||||
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.07 |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.07 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.07 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.06 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.06 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.06 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.06 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.05 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.05 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.05 |
| 2014 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.05 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock Greater Europe Investment Trust 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 BlackRock Greater Europe Investment Trust plc was 45.19%, occurring on Mar 6, 2009. Recovery took 266 trading sessions.
The current BlackRock Greater Europe Investment Trust plc drawdown is 17.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.19% | Oct 15, 2007 | 352 | Mar 6, 2009 | 266 | Mar 26, 2010 | 618 |
| -43.47% | Nov 16, 2021 | 228 | Oct 13, 2022 | — | — | — |
| -34.73% | Feb 21, 2020 | 19 | Mar 18, 2020 | 73 | Jul 3, 2020 | 92 |
| -27.93% | May 5, 2011 | 101 | Sep 26, 2011 | 333 | Jan 21, 2013 | 434 |
| -18.21% | Apr 14, 2010 | 38 | Jun 8, 2010 | 84 | Oct 5, 2010 | 122 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of BlackRock Greater Europe Investment Trust plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of BlackRock Greater Europe Investment Trust plc, comparing actual results with analytics estimates.
Valuation
The Valuation section provides an overview of how BlackRock Greater Europe Investment Trust plc is priced in the market compared to other companies in the Collective Investments industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BRGE.L compared to other companies in the Collective Investments industry. BRGE.L currently has a PEG ratio of 0.0. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BRGE.L relative to other companies in the Collective Investments industry. Currently, BRGE.L has a P/S ratio of 5.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BRGE.L in comparison with other companies in the Collective Investments industry. Currently, BRGE.L has a P/B value of 0.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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