Pengana Private Equity Trust (PE1) — 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. See Pengana Private Equity Trust (PE1) shareholders funds for net asset value and shareholders' equity analysis.
LT Investment Intensity
Long-term Investments
Total Assets
Country
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. Also explore total assets of Pengana Private Equity Trust for the complete picture of this company's asset base.
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 market cap of Pengana Private Equity Trust.
| 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 | — |