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

Latest as of December 2025: 90.3%

Herald Investment Trust (HRI) has a Long-term Investment Intensity of 90.3% as of December 2025. Long-term investments of GBX1.17 Billion represent 90.3% of total assets of GBX1.29 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See HRI working capital efficiency to evaluate short-term liquidity relative to the company's equity base.

LT Investment Intensity

90.3%
LT Investments / Total Assets

Long-term Investments

GBX1.17 Billion
GBX

Total Assets

GBX1.29 Billion
GBX

Country

UK
LSE

Herald Investment Trust Long-term Investment Intensity (2014–2025)

This chart shows how Herald Investment Trust's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the intensity stands at 90.3%, reflecting long-term investments of GBX1.17 Billion against total assets of GBX1.29 Billion GBX. See HRI cash and liquid assets coverage to measure how many days the company can operate on defensive assets alone.

Annual Long-term Investment Intensity for Herald Investment Trust (2014–2025)

The table below presents the year-by-year Long-term Investment Intensity for Herald Investment Trust 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 the complete balance sheet picture, see how large is Herald Investment Trust's balance sheet.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2025 90.3% GBX1.17 Billion GBX1.29 Billion ▼ -7.8 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