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. Check PE1 cash reinvestment to operating cash ratio to assess the company's total reinvestment commitment from operating cash flow.

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. Explore Pengana Private Equity Trust (PE1) cash flow to debt to assess how comfortably operating cash covers total debt obligations.

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. For market capitalisation and broader financial context, see Pengana Private Equity Trust market capitalisation.

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