Artemis Alpha Trust
Artemis Alpha Trust plc is a closed ended equity mutual fund launched and managed by Artemis Investment Management LLP. It invests in the public equity markets of the United Kingdom. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of companies. The fund benchmarks the performance of its portfolio against the FTSE All Shar… Read more
Artemis Alpha Trust - Asset Resilience Ratio
Artemis Alpha Trust (ATS) has an Asset Resilience Ratio of -1.73% as of April 2023. 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 (2004–2023)
This chart shows how Artemis Alpha Trust's Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.
Liquid Assets Composition Over Time
This chart breaks down Artemis Alpha Trust's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | GBX0.00 | 0% |
| Short-term Investments | GBX-2.19 Million | -1.73% |
| Total Liquid Assets | GBX-2.19 Million | -1.73% |
Asset Resilience Insights
- Limited Liquidity: Artemis Alpha Trust maintains only -1.73% 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.
Artemis Alpha Trust Industry Peers by Asset Resilience Ratio
Compare Artemis Alpha Trust's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Jindal Poly Investment and Finance Company Limited
NSE:JPOLYINVST |
Asset Management | 0.00% |
|
Gibui Holdings Ltd
TA:GIBUI |
Asset Management | 8.57% |
|
Digital 9 Infrastructure PLC
LSE:DGI9 |
Asset Management | 20.70% |
|
Angel Oak Financial Strategies Income Term Trust
NYSE:FINS |
Asset Management | -31.09% |
|
Global Data Centre Group
AU:GDC |
Asset Management | 10.34% |
|
Hearts and Minds Investments Ltd
AU:HM1 |
Asset Management | 93.67% |
|
Altustfi
WAR:ALI |
Asset Management | 78.59% |
|
Worldsec Ltd
LSE:WSL |
Asset Management | 0.46% |
Annual Asset Resilience Ratio for Artemis Alpha Trust (2004–2023)
The table below shows the annual Asset Resilience Ratio data for Artemis Alpha Trust.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2023-04-30 | -1.73% | GBX-2.19 Million | GBX126.29 Million | -1.35pp |
| 2022-04-30 | -0.38% | GBX-492.00K | GBX129.47 Million | -0.29pp |
| 2021-04-30 | -0.09% | GBX-162.00K | GBX186.71 Million | -0.03pp |
| 2020-04-30 | -0.05% | GBX-70.00K | GBX127.55 Million | -0.50pp |
| 2004-04-30 | 0.44% | GBX201.00K | GBX45.62 Million | -- |