Montanaro UK Smaller Companies Investment Trust PLC Long-term Investment Intensity

Latest as of March 2026: 94.9%

Montanaro UK Smaller Companies Investment Trust PLC long-term investment intensity. Montanaro UK Smaller Companies Investment Trust PLC (MTU) has a Long-term Investment Intensity of 94.9% as of March 2026. Long-term investments of GBX119.62 Million represent 94.9% of total assets of GBX126.08 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read debt load of Montanaro UK Smaller Companies Investmen for a breakdown of total debt and financial obligations.

LT Investment Intensity

94.9%
LT Investments / Total Assets

Long-term Investments

GBX119.62 Million
GBX

Total Assets

GBX126.08 Million
GBX

Country

UK
LSE

Long-term Investment Intensity of Montanaro UK Smaller Companies Investment Trust PLC (2015–2026)

Long-term investment intensity of Montanaro UK Smaller Companies Investment Trust PLC from 2015 to 2026. This chart shows how Montanaro UK Smaller Companies Investment Trust PLC's Long-term Investment Intensity has evolved across 12 annual periods from 2015 to 2026. As of March 2026, the intensity stands at 94.9%, reflecting long-term investments of GBX119.62 Million against total assets of GBX126.08 Million GBX.

Montanaro UK Smaller Companies Investment Trust PLC Long-term Investment Intensity by Year (2015–2026)

Montanaro UK Smaller Companies Investment Trust PLC long-term investment intensity by year from 2015 to 2026. The table below presents the year-by-year Long-term Investment Intensity for Montanaro UK Smaller Companies Investment Trust PLC from 2015 to 2026, 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 Montanaro UK Smaller Companies Investmen balance sheet assets.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2026 94.9% GBX119.62 Million GBX126.08 Million ▼ -0.8 pp
2025 95.7% GBX157.50 Million GBX164.64 Million ▲ +2.5 pp
2024 93.2% GBX204.69 Million GBX219.63 Million ▼ -1.5 pp
2023 94.7% GBX200.78 Million GBX211.99 Million ▼ -1.0 pp
2022 95.7% GBX236.49 Million GBX247.13 Million ▼ -0.3 pp
2021 96.0% GBX262.44 Million GBX273.25 Million ▲ +3.2 pp
2020 92.8% GBX195.59 Million GBX210.74 Million ▼ -4.2 pp
2019 97.0% GBX229.48 Million GBX236.54 Million ▲ +2.7 pp
2018 94.3% GBX233.47 Million GBX247.68 Million ▲ +0.6 pp
2017 93.7% GBX217.47 Million GBX232.22 Million ▼ -1.8 pp
2016 95.4% GBX209.50 Million GBX219.55 Million ▼ -0.2 pp
2015 95.6% GBX198.57 Million GBX207.70 Million —
pp = percentage points