Pengana Private Equity Trust (PE1) — Long-term Investment Intensity

Latest as of June 2025: 89.9%

Pengana Private Equity Trust (PE1) has a Long-term Investment Intensity of 89.9% as of June 2025. Long-term investments of AU$450.02 Million represent 89.9% of total assets of AU$500.50 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Pengana Private Equity Trust current assets vs equity to evaluate short-term liquidity relative to the company's equity base.

LT Investment Intensity

89.9%
LT Investments / Total Assets

Long-term Investments

AU$450.02 Million
AUD

Total Assets

AU$500.50 Million
AUD

Country

Australia
AU

Pengana Private Equity Trust Long-term Investment Intensity (2019–2024)

This chart shows how Pengana Private Equity Trust's Long-term Investment Intensity has evolved across 6 annual periods from 2019 to 2024. As of June 2025, the intensity stands at 89.9%, reflecting long-term investments of AU$450.02 Million against total assets of AU$500.50 Million AUD. For the complete balance sheet picture, see how large is Pengana Private Equity Trust's balance sheet.

Annual Long-term Investment Intensity for Pengana Private Equity Trust (2019–2024)

The table below presents the year-by-year Long-term Investment Intensity for Pengana Private Equity Trust from 2019 to 2024, covering 6 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read Pengana Private Equity Trust (PE1) total liabilities for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (AUD) Total Assets Change (pp)
2024 89.9% AU$450.02 Million AU$500.50 Million ▼ -7.7 pp
2023 97.6% AU$449.57 Million AU$460.61 Million ▲ +14.6 pp
2022 83.0% AU$380.58 Million AU$458.59 Million ▲ +8.8 pp
2021 74.1% AU$343.90 Million AU$463.80 Million ▲ +3.8 pp
2020 70.4% AU$245.30 Million AU$348.63 Million ▲ +21.0 pp
2019 49.4% AU$105.74 Million AU$214.22 Million
pp = percentage points