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. Check Polar Capital Global Financials Trust pl asset resilience ratio to evaluate the company's liquid asset resilience ratio.

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. For the complete balance sheet picture, see Polar Capital Global Financials Trust pl assets under control.

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. Read Polar Capital Global Financials Trust pl balance sheet liabilities for a breakdown of total debt and financial obligations.

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