Personal Assets Trust plc - Asset Resilience Ratio
Personal Assets Trust plc (PNL) has an Asset Resilience Ratio of -1.27% 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 (2000–2023)
This chart shows how Personal Assets Trust plc's Asset Resilience Ratio has changed over time. Check strategic asset allocation of Personal Assets Trust plc to assess the company's strategic physical and investment asset allocation.
Liquid Assets Composition Over Time
This chart breaks down Personal Assets 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 PNL market cap.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | £0.00 | 0% |
| Short-term Investments | £-24.07 Million | -1.27% |
| Total Liquid Assets | £-24.07 Million | -1.27% |
Asset Resilience Insights
- Limited Liquidity: Personal Assets Trust plc maintains only -1.27% 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.
Personal Assets Trust plc Industry Peers by Asset Resilience Ratio
Compare Personal Assets 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 Personal Assets Trust plc (2000–2023)
The table below shows the annual Asset Resilience Ratio data for Personal Assets Trust plc.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2023-04-30 | -1.27% | £-24.07 Million ≈ $-32.32 Million |
£1.89 Billion ≈ $2.54 Billion |
-1.18pp |
| 2020-04-30 | -0.09% | £-1.09 Million ≈ $-1.46 Million |
£1.16 Billion ≈ $1.56 Billion |
-0.11pp |
| 2000-04-30 | 0.01% | £9.00K ≈ $12.09K |
£76.97 Million ≈ $103.37 Million |
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About Personal Assets Trust plc
Personal Assets Trust plc is a closed ended multi asset mutual fund launched and managed by Troy Asset Management Limited. The fund invests in public equity and fixed income markets across the globe. It benchmarks its performance against the FTSE All-Share Index. Personal Assets Trust plc was launched in 1983, and is domiciled in United Kingdom.