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Equity
Aberforth Geared Value & Income Trust plc(AGZI)
GBX --+0.00%
Reward52Moderate
Risk40Moderate
📊25%Data
AGZI
+0.0 · +0.00%
GBX · LSE
Aberforth Geared Value & Income Trust plc | Financial Services
Balanced
Market Cap:169.72M
ℹ️
Reward Rating
52
Moderate
Bottom 50% (model universe)
25% data coverage
ℹ️
Risk Rating
40
Moderate
Risk Assessment
50% data coverage
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on AGZI to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Aberforth Geared Value & Income Trust plc?

Aberforth Geared Value & Income Trust plc was founded in 2024 and is headquartered in United Kingdom.

AGZI · Verdict

Moderate reward · moderate risk

AGZI leads on volatility with the rest of the factors in line with peers.

Based on 38% data coverage

AGZI · Verdict

What’s working & what to watch

Strengths 1

  • Volatility95/100

    Top decile vs peers

No major weaknesses flagged.

Model-based scoring. For information only — not financial advice.

What is Aberforth Geared Value & Income Trust plc?

Aberforth Geared Value & Income Trust plc was founded in 2024 and is headquartered in United Kingdom. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 169.72M, and a P/E ratio of 12.0x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Risk profile appears balanced versus broad market conditions.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (52)

The scoring profile indicates limited reward potential at this time, with valuation and growth offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap169.72M
P/E Ratio12.0207
Dividend YieldN/A
52 Week High119
52 Week Low103.6
Last AnnualN/A
IPO DateN/A
IncorporatedUK
Shares Outstanding40M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
BetaN/A
CurrencyGBX
Websiteseaberforth.co.uk/trusts-and-funds/aberfor
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