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. See Perpetual Limited shareholders equity for net asset value and shareholders' equity analysis.

LT Investment Intensity

9.5%
LT Investments / Total Assets

Long-term Investments

€325.60 Million
EUR

Total Assets

€3.42 Billion
EUR

Country

Germany
F

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. Also explore how large is Perpetual Limited's balance sheet for the complete picture of this company's asset base.

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. For market capitalisation and broader financial context, see how much is Perpetual Limited worth.

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