Perpetual Equity Investment Company Ltd (PIC) — Long-term Investment Intensity

Latest as of June 2025: 93.6%

Perpetual Equity Investment Company Ltd (PIC) has a Long-term Investment Intensity of 93.6% as of June 2025. Long-term investments of AU$467.29 Million represent 93.6% of total assets of AU$499.11 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Perpetual Equity Investment Company Ltd shareholders equity for net asset value and shareholders' equity analysis.

LT Investment Intensity

93.6%
LT Investments / Total Assets

Long-term Investments

AU$467.29 Million
AUD

Total Assets

AU$499.11 Million
AUD

Country

Australia
AU

Perpetual Equity Investment Company Ltd Long-term Investment Intensity (2016–2025)

This chart shows how Perpetual Equity Investment Company Ltd's Long-term Investment Intensity has evolved across 10 annual periods from 2016 to 2025. As of June 2025, the intensity stands at 93.6%, reflecting long-term investments of AU$467.29 Million against total assets of AU$499.11 Million AUD. Also explore PIC asset base for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Perpetual Equity Investment Company Ltd (2016–2025)

The table below presents the year-by-year Long-term Investment Intensity for Perpetual Equity Investment Company Ltd from 2016 to 2025, covering 10 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 PIC market cap overview.

Year LT Investment Intensity LT Investments (AUD) Total Assets Change (pp)
2025 93.6% AU$467.29 Million AU$499.11 Million ▼ -0.1 pp
2024 93.7% AU$471.44 Million AU$503.06 Million ▲ +2.2 pp
2023 91.5% AU$451.09 Million AU$492.75 Million ▼ -1.1 pp
2022 92.6% AU$424.23 Million AU$457.90 Million ▲ +0.3 pp
2021 92.4% AU$490.19 Million AU$530.53 Million ▲ +0.5 pp
2020 91.9% AU$337.78 Million AU$367.59 Million ▲ +10.5 pp
2019 81.4% AU$321.60 Million AU$395.13 Million ▲ +5.3 pp
2018 76.0% AU$224.38 Million AU$295.06 Million ▼ -1.8 pp
2017 77.8% AU$227.15 Million AU$291.94 Million ▲ +0.9 pp
2016 76.9% AU$199.80 Million AU$259.86 Million
pp = percentage points