AVI Global Trust PLC - Asset Resilience Ratio
AVI Global Trust PLC (AGT) has an Asset Resilience Ratio of -0.40% as of March 2024. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2022–2023)
This chart shows how AVI Global Trust PLC's Asset Resilience Ratio has changed over time. Check AVI Global Trust PLC strategic capital allocation to assess the company's strategic physical and investment asset allocation.
Liquid Assets Composition Over Time
This chart breaks down AVI Global Trust PLC's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see AVI Global Trust PLC market capitalisation.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | £0.00 | 0% |
| Short-term Investments | £-5.34 Million | -0.4% |
| Total Liquid Assets | £-5.34 Million | -0.40% |
Asset Resilience Insights
- Limited Liquidity: AVI Global Trust PLC maintains only -0.40% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company primarily holds liquidity in cash and equivalents rather than short-term investments.
AVI Global Trust PLC Industry Peers by Asset Resilience Ratio
Compare AVI Global Trust PLC's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Apollo Global Management LLC Class A
NYSE:APO |
Asset Management | 49.33% |
|
Julius Baer Gruppe AG
SW:BAER |
Asset Management | 15.49% |
|
Sofina Société Anonyme
BR:SOF |
Asset Management | 4.11% |
|
KBC Ancora
BR:KBCA |
Asset Management | 1.63% |
|
Stepstone Group Inc
NASDAQ:STEP |
Asset Management | -1.13% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
A.F.P. Provida
SN:PROVIDA |
Asset Management | 5.53% |
|
Ninety One PLC
JSE:N91 |
Asset Management | 91.80% |
Annual Asset Resilience Ratio for AVI Global Trust PLC (2022–2023)
The table below shows the annual Asset Resilience Ratio data for AVI Global Trust PLC.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2023-09-30 | 0.18% | £2.17 Million ≈ $2.92 Million |
£1.20 Billion ≈ $1.61 Billion |
-1.85pp |
| 2022-09-30 | 2.03% | £22.36 Million ≈ $30.03 Million |
£1.10 Billion ≈ $1.48 Billion |
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About AVI Global Trust PLC
AVI Global Trust plc is a closed-ended equity mutual fund launched and managed by Asset Value Investors Limited. The fund invests in public equity markets of countries across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with botto… Read more