Majedie Investments (MAJE.L)
Majedie Investments plc is a public fund launched and managed by Majedie Asset Management Limited. The fund invests in public equity markets across the globe. Majedie Investments plc was formed in October 1985 and is based in London, United Kingdom.
Company Info
| ISIN | GB0005555221 |
|---|---|
| Sector | Financial Services |
| Industry | Collective Investments |
Highlights
| Market Cap | £127.73M |
|---|---|
| EPS (TTM) | £0.31 |
| PE Ratio | 7.77 |
| Total Revenue (TTM) | £29.03M |
| Gross Profit (TTM) | £28.16M |
| EBITDA (TTM) | £26.28M |
| Year Range | £183.29 - £252.00 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Majedie Investments, 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
Majedie Investments had a return of 11.82% year-to-date (YTD) and 36.51% in the last 12 months. Over the past 10 years, Majedie Investments had an annualized return of 4.18%, while the S&P 500 had an annualized return of 10.85%, indicating that Majedie Investments did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.82% | 17.79% |
| 1 month | 2.99% | 0.18% |
| 6 months | -0.78% | 7.53% |
| 1 year | 36.51% | 26.42% |
| 5 years (annualized) | 3.23% | 13.48% |
| 10 years (annualized) | 4.18% | 10.85% |
Monthly Returns
The table below presents the monthly returns of MAJE.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 | 4.07% | 3.91% | 5.27% | -2.20% | 0.81% | -2.46% | -3.36% | 1.31% | 11.82% | ||||
| 2023 | 5.08% | 8.88% | -2.10% | 5.71% | -12.77% | -5.73% | 6.91% | -2.84% | 5.50% | 7.63% | 2.72% | 2.55% | 20.98% |
| 2022 | -8.05% | 0.00% | -3.94% | 0.00% | -3.59% | -6.32% | 5.81% | -0.00% | -10.16% | -1.07% | 21.79% | -1.78% | -10.25% |
| 2021 | -1.01% | 6.45% | 2.16% | 2.12% | -2.90% | -0.25% | 1.75% | -1.50% | 0.22% | -1.52% | -2.43% | 2.94% | 5.78% |
| 2020 | -7.83% | -13.46% | -14.07% | 22.99% | -2.34% | -7.14% | -2.63% | 1.62% | -6.12% | 7.08% | 19.05% | 0.44% | -9.07% |
| 2019 | 13.96% | -0.18% | -5.24% | 3.05% | -5.03% | 0.79% | -4.72% | 0.83% | 4.92% | 1.17% | -0.00% | 0.77% | 9.25% |
| 2018 | 2.77% | -6.33% | 0.36% | 2.48% | 0.00% | 0.35% | 0.70% | -0.35% | -3.31% | 1.62% | -4.43% | -7.24% | -13.16% |
| 2017 | 4.66% | -2.98% | 0.34% | -1.02% | 1.03% | -4.82% | -2.35% | 1.30% | 2.93% | 2.31% | -3.12% | 6.81% | 4.51% |
| 2016 | -7.17% | 2.52% | -1.38% | 1.89% | 2.15% | 1.19% | -4.21% | 1.40% | 1.43% | -0.44% | 3.37% | 11.10% | 11.35% |
| 2015 | 1.51% | 0.21% | 3.98% | 6.25% | 6.64% | -3.95% | 0.37% | -4.20% | 0.19% | 0.29% | -1.84% | 7.50% | 17.38% |
| 2014 | 2.22% | 1.65% | 0.72% | 3.94% | 5.52% | 5.90% | -2.81% | 2.47% | -4.18% | 3.06% | 0.00% | 1.27% | 21.06% |
| 2013 | 5.35% | -0.61% | 3.70% | 2.38% | -2.03% | 4.65% | 3.85% | -7.63% | -3.03% | 13.44% | -2.48% | 12.99% | 32.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MAJE.L is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Majedie Investments (MAJE.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Majedie Investments granted a 3.20% 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 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.08 | £0.11 | £0.11 | £0.11 | £0.11 | £0.11 | £0.10 | £0.09 | £0.08 | £0.08 | £0.03 | £0.11 |
Dividend yield | 3.20% | 5.16% | 5.89% | 5.01% | 5.04% | 4.37% | 4.10% | 3.10% | 2.72% | 2.75% | 1.28% | 5.25% |
Monthly Dividends
The table displays the monthly dividend distributions for Majedie Investments. 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 | £0.06 | |||
| 2023 | £0.06 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.11 |
| 2022 | £0.07 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 |
| 2021 | £0.07 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 |
| 2020 | £0.07 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 |
| 2019 | £0.07 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 |
| 2018 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 |
| 2017 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.09 |
| 2016 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 |
| 2015 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 |
| 2013 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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 Majedie Investments. 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 Majedie Investments was 72.96%, occurring on Mar 9, 2009. Recovery took 3718 trading sessions.
The current Majedie Investments drawdown is 2.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.96% | Jul 17, 2007 | 407 | Mar 9, 2009 | 3718 | Feb 29, 2024 | 4125 |
| -56.4% | Aug 22, 2000 | 589 | Mar 13, 2003 | 676 | Jan 24, 2006 | 1265 |
| -36.54% | Oct 15, 1987 | 27 | Dec 7, 1987 | 252 | Aug 25, 1989 | 279 |
| -20.28% | May 11, 2006 | 24 | Jun 14, 2006 | 126 | Dec 15, 2006 | 150 |
| -18.33% | Aug 10, 1998 | 8 | Oct 29, 1998 | 5 | Jan 12, 1999 | 13 |
Volatility
Volatility Chart
The current Majedie Investments volatility is 6.89%, 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 Majedie Investments.
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Income Statement
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