Investment Trusts

Rights & Issues Investment Trust Ord

RIII:LSE

Rights & Issues Investment Trust Ord

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  • Price (GBX)2,235.00
  • Today's Change15.00 / 0.68%
  • Shares traded2.21k
  • 1 Year change+6.43%
  • Beta0.9041
Data delayed at least 20 minutes, as of Feb 17 2026 16:27 GMT.
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About the company

Rights and Issues Investment Trust PLC is a United Kingdom-based closed-ended investment company. The Company’s investment objective is to exceed the benchmark index over the long term whilst managing risk. The Company invests primarily in a portfolio of equity securities with an emphasis on smaller companies. United Kingdom smaller companies normally constitute at least 80% of the investment portfolio. United Kingdom companies include both listed securities and those quoted on the Alternative Investment Market (AIM). The investment portfolio normally lies in the range of 80% to 100% of shareholders’ funds with the remainder being held in cash. It has investments in various sectors, which include industrials, financials, consumer discretionary, basic materials, technology, utilities and telecommunications. The Company’s investment manager and alternative investment fund manager is Jupiter Unit Trust Managers Limited.

  • Revenue in GBP (TTM)571.00k
  • Net income in GBP-695.00k
  • Incorporated1962
  • Employees0.00
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Profile

Management group(s)Jupiter Unit Trust Managers Ltd
AIC sectorUK Smaller Companies
ISINGB0007392078
Launch date31 Jul 1962
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

The objective is to exceed the benchmark index over the long term whilst managing risk. The Company invests in equities with an emphasis on smaller companies. UK smaller companies will normally constitute at least 80% of the investment portfolio. UK smaller companies include both listed securities and those quoted on the Alternative Investment Market.

Managed by

Matthew Cable, Tim Service

Management & contract fees

Management fee is payable quarterly to the Investment Manager at 0.60% p.a. on the Company’s NAV up to and including GBP 200m and at 0.50% p.a. on the Company’s NAV in excess of GBP 200m.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
EJF Investments Ltd5.73m1.53m97.32m0.0050.680.8168--16.990.02510.02510.09371.550.0483--25.93--1.292.731.302.8285.6686.4526.7452.91--1.740.1453186.89369.19-4.32216.35-7.00--0.00
Livermore Investments Group Ltd292.11k-3.15m97.97m4.00--1.01--335.40-0.0191-0.01910.00180.58580.0026--0.788173,027.03-2.802.76-2.952.8463.0798.67-1,078.8946.48----0.0031---25.7428.60-52.58----4.28
Bellevue Healthcare Trust PLC-41.62m-48.19m98.23m0.00--1.11-----0.3003-0.3003-0.16761.21-0.0875-------10.143.44-10.353.84--80.88--73.12---76.400.0092.02176.9810.16160.9211.50--0.7715
JPMorgan Emng Erp Mdl Est&Afrc Scrts PLC6.39m5.39m100.69m0.0018.683.81--15.750.13330.13330.15810.65280.2659--18.94--22.43-31.9722.65-32.0696.95--84.34----------87.28--113.00-----55.66
Global Opportunities Trust PLC6.95m5.76m100.82m0.0017.500.9104--14.500.19720.19720.23793.790.0635--11.41--5.264.055.274.0797.9391.7782.8879.24----0.0044.7291.80-10.64151.45-10.64--10.76
Octopus AIM VCT plc-6.48m-9.12m103.21m0.00--0.9364-----0.0419-0.0419-0.02880.4785-0.056-------7.88-3.44-7.93-3.51------------0.00--77.43--65.72-----1.89
India Capital Growth Fund Ltd415.00k-8.47m105.60m0.00--0.8334--254.45-0.0999-0.09990.00481.900.0025--0.8887---4.9916.51-5.0016.54-66.9923.25-2,040.4813,293.23---0.12980.000.00227.08---39.29------
Barings Emerging Emea Opportunities PLC24.60m23.01m105.74m0.004.681.04--4.301.951.952.098.840.2614--46.20--24.457.5824.627.6297.2487.8493.5479.38----0.0034.9375.70--84.57-----4.85
Golden Prospect Precious Metals Ltd.24.79m23.57m105.89m0.003.741.48--4.270.26260.26260.28040.66180.4663--587.05--44.330.620548.530.67697.8462.1195.0721.72--93.240.07710.001,785.87-3.71592.20-5.39----
Rights and Issues Investment Trust PLC571.00k-695.00k106.13m0.00--0.8479--185.87-0.051-0.0510.113926.180.0043--0.4912---0.52132.79-0.5232.80-9.98---121.7279.10----0.0053.20168.45-1.76228.38-2.69--6.41
Molten Ventures VCT PLC1.70m-1.35m107.13m0.00--0.9534--63.02-0.0048-0.00480.00610.40590.0145--12.36---1.160.8141-1.160.8157-43.2938.98-79.5323.72----0.00713.0512.29--6.78-----6.45
abrdn European Logistics Income PLC36.06m7.22m110.67m0.0015.320.3803--3.070.01750.01750.08750.70610.066--3.82--1.32-0.53541.66-0.562670.1075.7320.03-10.28--2.400.4086---4.7120.73103.70-31.38---5.80
JZ Capital Partners Limited-491.01k-4.85m110.99m0.00--0.6204-----0.0803-0.0803-0.00812.97-0.0025-------2.51-6.43-2.52-6.45------------0.00---63.18---170.02------
Artemis UK Future Leaders PLC-20.85m-22.91m111.09m0.00--0.8433-----0.7244-0.7244-0.67344.44-0.1281-------14.08-2.09-14.18-2.13------------0.00--104.12-65.8166.56-----4.21
Hargreave Hale AIM VCT PLC2.86m-517.00k114.59m0.00--0.8612--40.02-0.0021-0.00210.00780.36460.0201-------0.3631-6.90-0.3653-6.9421.20---18.06------0.00--214.89-31.5992.15-----13.67
Data as of Feb 17 2026. Currency figures normalised to Rights & Issues Investment Trust Ord's reporting currency: UK Pound GBX

Institutional shareholders

8.75%Per cent of shares held by top holders
HolderShares% Held
Rathbones Investment Management International Ltd.as of 20 Feb 2025284.11k5.94%
Hollis Capital Ltd.as of 31 Mar 202554.13k1.13%
BlackRock Investment Management (UK) Ltd.as of 30 Nov 202527.75k0.58%
Vanguard Asset Management Ltd.as of 30 Nov 202524.73k0.52%
Legal & General Investment Management Ltd.as of 31 Dec 202511.25k0.24%
State Street Global Advisors Ltd.as of 05 Feb 20265.47k0.11%
Geode Capital Management LLCas of 31 Dec 20255.16k0.11%
Ignis Investment Services Ltd.as of 30 Apr 20253.09k0.07%
Aviva Investors Global Services Ltd.as of 31 Dec 20251.32k0.03%
M&G Investment Management Ltd.as of 31 Oct 20251.21k0.03%
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Data from 31 Mar 2025 - 12 Feb 2026Source: FactSet Research Systems Inc.
Data Provided by LSEG
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