Polar Capital Global Financials Trust plc (PCFT) — Long-term Investment Intensity

Latest as of November 2025: 94.5%

Polar Capital Global Financials Trust plc (PCFT) has a Long-term Investment Intensity of 94.5% as of November 2025. Long-term investments of GBX402.88 Million represent 94.5% of total assets of GBX426.35 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See PCFT book value for net asset value and shareholders' equity analysis.

LT Investment Intensity

94.5%
LT Investments / Total Assets

Long-term Investments

GBX402.88 Million
GBX

Total Assets

GBX426.35 Million
GBX

Country

UK
LSE

Polar Capital Global Financials Trust plc Long-term Investment Intensity (2014–2025)

This chart shows how Polar Capital Global Financials Trust plc's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of November 2025, the intensity stands at 94.5%, reflecting long-term investments of GBX402.88 Million against total assets of GBX426.35 Million GBX. Also explore Polar Capital Global Financials Trust pl asset portfolio for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Polar Capital Global Financials Trust plc (2014–2025)

The table below presents the year-by-year Long-term Investment Intensity for Polar Capital Global Financials Trust plc 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 PCFT market cap.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2025 94.5% GBX402.88 Million GBX426.35 Million ▲ +1.7 pp
2024 92.8% GBX660.67 Million GBX711.72 Million ▲ +0.9 pp
2023 91.9% GBX518.63 Million GBX564.31 Million ▼ -2.7 pp
2022 94.6% GBX572.75 Million GBX605.71 Million ▲ +0.0 pp
2021 94.5% GBX482.10 Million GBX510.04 Million ▼ -5.0 pp
2020 99.6% GBX188.01 Million GBX188.84 Million ▲ +1.2 pp
2019 98.3% GBX313.61 Million GBX318.90 Million ▲ +1.7 pp
2018 96.6% GBX286.42 Million GBX296.44 Million ▼ -0.7 pp
2017 97.4% GBX298.38 Million GBX306.49 Million ▲ +0.9 pp
2016 96.4% GBX239.36 Million GBX248.20 Million ▲ +0.1 pp
2015 96.4% GBX198.43 Million GBX205.86 Million ▼ -1.1 pp
2014 97.5% GBX195.99 Million GBX201.05 Million
pp = percentage points