Montanaro UK Smaller Companies Investment Trust PLC (MTU) — 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. Check MTU financial resilience to evaluate the company's liquid asset resilience ratio.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Montanaro UK Smaller Companies Investment Trust PLC Long-term Investment Intensity (2015–2026)
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. For the complete balance sheet picture, see Montanaro UK Smaller Companies Investmen assets under control.
Annual Long-term Investment Intensity for Montanaro UK Smaller Companies Investment Trust PLC (2015–2026)
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. Read MTU total liabilities for a breakdown of total debt and financial obligations.
| 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 | — |