RIT Capital Partners reports robust annual performance

Published 03/03/2025, 09:32
RIT Capital Partners reports robust annual performance

LONDON - RIT Capital Partners (WA:CPAP) PLC (LSE:RCP) announced strong annual results for the year ended December 31, 2024, today, with a notable increase in net asset value (NAV) and a proposed dividend rise. The company’s NAV increased by 7.7% to 2,614p per share, and the total return, including dividends, reached 9.4%. These figures stand against the backdrop of mixed benchmark performances, with the CPI +3% at 5.5% and the MSCI ACWI (50% sterling) at 20.1%.

The investment trust’s three core investment areas—quoted equities, private investments, and uncorrelated strategies—all contributed positively to the results. In light of these outcomes, RIT Capital Partners proposed a 10.3% dividend increase to 43.0p per share for 2025, marking the twelfth consecutive year of dividend growth.

The share price total return was slightly higher at 7.9%, despite the trust’s discount widening to 24.0%. The board’s continued confidence in the NAV is evident as they signal further capital allocation to share buybacks in 2025, following a buyback of £80 million worth of shares in the previous year.

According to QuotedData, RIT Capital Partners’ strategy of capital preservation and a diversified portfolio is well-suited to the current uncertain economic and geopolitical climate. The trust’s selective focus on undervalued small- and mid-cap stocks, particularly in technology, aligns with global megatrends and medical advances, positioning it for potential future gains.

After recovering from a disappointing performance, including the first NAV decline in over a decade in 2022, RIT Capital Partners saw its discount widen in 2024 and further in early 2025. QuotedData views this as an attractive entry price opportunity for investors.

This financial summary is based on a press release statement from RIT Capital Partners PLC and provides an overview of the company’s financial results and strategic focus. RIT Capital Partners PLC is listed on the London Stock Exchange (LON:LSEG) under the ticker LSE:RCP.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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