Pengana Private Equity Trust Long-term Investment Intensity
Pengana Private Equity Trust long-term investment intensity. 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. Read PE1 total liabilities for a breakdown of total debt and financial obligations.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Long-term Investment Intensity of Pengana Private Equity Trust (2019–2024)
Long-term investment intensity of Pengana Private Equity Trust from 2019 to 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.
Pengana Private Equity Trust Long-term Investment Intensity by Year (2019–2024)
Pengana Private Equity Trust long-term investment intensity by year from 2019 to 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 the complete balance sheet picture, see PE1 total assets.
| 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 | — |