Perpetual Limited (PVQ) — Long-term Investment Intensity

Latest as of June 2025: 9.5%

Perpetual Limited (PVQ) has a Long-term Investment Intensity of 9.5% as of June 2025. Long-term investments of €325.60 Million represent 9.5% of total assets of €3.42 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check Perpetual Limited (PVQ) liquid assets ratio to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

9.5%
LT Investments / Total Assets

Long-term Investments

€325.60 Million
EUR

Total Assets

€3.42 Billion
EUR

Country

Germany
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Perpetual Limited Long-term Investment Intensity (2014–2025)

This chart shows how Perpetual Limited's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the intensity stands at 9.5%, reflecting long-term investments of €325.60 Million against total assets of €3.42 Billion EUR. For the complete balance sheet picture, see PVQ total asset value.

Annual Long-term Investment Intensity for Perpetual Limited (2014–2025)

The table below presents the year-by-year Long-term Investment Intensity for Perpetual Limited from 2014 to 2025, covering 12 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 Perpetual Limited (PVQ) financial obligations for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (EUR) Total Assets Change (pp)
2025 9.5% €325.60 Million €3.42 Billion ▼ -1.7 pp
2024 11.2% €381.70 Million €3.40 Billion ▲ +3.8 pp
2023 7.4% €291.40 Million €3.94 Billion ▼ -1.3 pp
2022 8.7% €152.00 Million €1.75 Billion ▼ -0.6 pp
2021 9.3% €150.35 Million €1.62 Billion ▲ +2.4 pp
2020 6.9% €80.69 Million €1.17 Billion ▲ +0.9 pp
2019 6.0% €69.66 Million €1.15 Billion ▲ +0.0 pp
2018 6.0% €74.97 Million €1.25 Billion ▲ +0.6 pp
2017 5.4% €63.08 Million €1.17 Billion ▼ -1.2 pp
2016 6.5% €75.49 Million €1.15 Billion ▲ +1.9 pp
2015 4.6% €52.04 Million €1.12 Billion ▲ +0.6 pp
2014 4.0% €45.26 Million €1.12 Billion
pp = percentage points