Fairvalue-Calculator Fairvalue-Calculator
EN DE

Schroders Investment Trusts - Schroder Asian Total Return Investment Company (ATR) Fair Value & Analysis

Financial Services · GB · Market cap 679M GBX

SI Schroders Investment Trusts - Schroder Asian Total Return Investment Company ATR · LSE
Price£7.10
Fair Value£7.97
Upside+12.3%
Quality95/100
Evidence: High Range £5.97 – £9.96

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Share price −2.5% over the past month.

Price vs Fair Value (12 months)

£7.53 £4.65 Fair Value £7.97 Jun 2025 Jun 2026

12‑month range £4.65 – £7.53 · fair‑value band £5.97 – £9.96 · the £7.10 price screens below the £7.97 fair value. As of Jun 26, 2026.

✦ Which stocks are undervalued right now? Check free Discover now →

Analysis

Schroders Investment Trusts - Schroder Asian Total Return Investment Company (ATR) currently trades at £7.10, while our model-based Fair Value estimate is £7.97 — implying the stock looks roughly 12.3% undervalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Schroders Investment Trusts - Schroder Asian Total Return Investment Company generated revenue of £69.6M at a net margin of 92.2%. It earns a return on equity of 12.8%. The balance sheet holds a net cash position of £2.4M. The stock trades on a trailing P/E of 10.6. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 69.6M GBX
Revenue growth (YoY) +317%
Net margin 92.2%
Return on equity 12.8%
Free cash flow 4.0M GBX FY2025
P/E ratio 10.6
More key figures
Operating margin 97.5%
EPS (TTM) £0.6900
Dividend yield 1.6%
EPS growth (YoY) +557%
Net cash 2.4M GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc is a closed ended equity mutual fund launched by Schroder Unit Trusts Limited. The fund is co-managed by Schroder Investment Management Limited and Schroder Investment Management (Singapore) Limited. It invests in the public equity markets of Asia Pacific countries excluding Japan. The fund seeks to invest in companies operating across diversified sectors. It also uses financial derivatives to invest in stocks of companies. The fund primarily invests in stocks of small-cap and mid-cap companies. It benchmarks the performance of its portfolio against the MSCI AC Asia Pacific ex Japan. The fund was formerly known as Schroders Investment Trusts - Asian Total Return Investment Company plc. Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc was formed on November 26, 1987 and is domiciled in the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Schroders Investment Trusts - Schroder Asian Total Return Investment Company reported revenue of £25.3M in FY2025 versus £38.9M in FY2021, a compound −10.2%/yr. Reported net income was £64.1M in FY2025, compounding +15.3%/yr from FY2021.

Revenue −10.2%/yr
FY21 £38.9M
FY22 −£70.3M
FY23 £14.4M
FY24 £10.7M
FY25 £25.3M
Net income +15.3%/yr
FY21 £36.3M
FY22 −£70.9M
FY23 £35.4M
FY24 £55.6M
FY25 £64.1M

Open the full interactive analysis →

Similar stocks

6 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
The Schiehallion Fund Limited MNTN $2.27 $4.54 +100%
BlackRock, Inc BLK 17,417 MXN 11,340 MXN -35%
BH Macro Limited BHMU $4.42 $8.84 +100%
Blackstone Inc BX $118.48 $55.81 -53%
Investor AB IVSBF $40.08 $80.15 +100%

Explore undervalued stocks

More undervalued Financial Services stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap Stocks

Frequently asked questions

Is Schroders Investment Trusts - Schroder Asian Total Return Investment Company (ATR) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £7.97 versus a price of £7.10 — about +12% (undervalued). Model-based estimate, not financial advice.
What is the fair value of ATR?
Our 21-model fair value for Schroders Investment Trusts - Schroder Asian Total Return Investment Company is £7.97 (as of Jun 26, 2026), built from audited fundamentals. The current price is £7.10.
What is the quality score of ATR?
Schroders Investment Trusts - Schroder Asian Total Return Investment Company has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Schroders Investment Trusts - Schroder Asian Total Return Investment Company (ATR)?
Schroders Investment Trusts - Schroder Asian Total Return Investment Company reported trailing-twelve-month revenue of about £69.6M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of ATR?
The net profit margin of Schroders Investment Trusts - Schroder Asian Total Return Investment Company is about 92.2%, meaning it keeps roughly 92.2% of revenue as net income. Based on the latest reported figures.
Does Schroders Investment Trusts - Schroder Asian Total Return Investment Company pay a dividend?
Schroders Investment Trusts - Schroder Asian Total Return Investment Company currently shows a dividend yield of about 1.60% relative to its recent price (as of Jun 26, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.