Herald Investment Trust (HRI) — Long-term Investment Intensity

Latest as of June 2025: 93.6%

Herald Investment Trust (HRI) has a Long-term Investment Intensity of 93.6% as of June 2025. Long-term investments of GBX1.20 Billion represent 93.6% of total assets of GBX1.28 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Herald Investment Trust shareholders equity for net asset value and shareholders' equity analysis.

LT Investment Intensity

93.6%
LT Investments / Total Assets

Long-term Investments

GBX1.20 Billion
GBX

Total Assets

GBX1.28 Billion
GBX

Country

UK
LSE

Herald Investment Trust Long-term Investment Intensity (2014–2024)

This chart shows how Herald Investment Trust's Long-term Investment Intensity has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the intensity stands at 93.6%, reflecting long-term investments of GBX1.20 Billion against total assets of GBX1.28 Billion GBX. Also explore HRI current and non-current assets for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Herald Investment Trust (2014–2024)

The table below presents the year-by-year Long-term Investment Intensity for Herald Investment Trust from 2014 to 2024, covering 11 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 HRI company net worth.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2024 98.1% GBX1.23 Billion GBX1.25 Billion ▼ -7215.8 pp
2023 7313.9% GBX91.20 Billion GBX1.25 Billion ▲ +7220.2 pp
2022 93.7% GBX1.22 Billion GBX1.31 Billion ▼ -1.8 pp
2021 95.5% GBX1.68 Billion GBX1.76 Billion ▲ +0.5 pp
2020 95.1% GBX1.43 Billion GBX1.50 Billion ▲ +3.1 pp
2019 91.9% GBX1.03 Billion GBX1.12 Billion ▼ -0.3 pp
2018 92.2% GBX831.68 Million GBX902.12 Million ▼ -3.3 pp
2017 95.5% GBX925.54 Million GBX969.09 Million ▲ +8.4 pp
2016 87.1% GBX712.97 Million GBX818.95 Million ▼ -3.0 pp
2015 90.1% GBX642.15 Million GBX712.92 Million ▼ -5.1 pp
2014 95.2% GBX636.91 Million GBX669.01 Million
pp = percentage points