Pacific Horizon Investment Trust (PHI) — Long-term Investment Intensity

Latest as of January 2025: 99.3%

Pacific Horizon Investment Trust (PHI) has a Long-term Investment Intensity of 99.3% as of January 2025. Long-term investments of GBX632.62 Million represent 99.3% of total assets of GBX637.22 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See net assets of Pacific Horizon Investment Trust for net asset value and shareholders' equity analysis.

LT Investment Intensity

99.3%
LT Investments / Total Assets

Long-term Investments

GBX632.62 Million
GBX

Total Assets

GBX637.22 Million
GBX

Country

UK
LSE

Pacific Horizon Investment Trust Long-term Investment Intensity (2014–2024)

This chart shows how Pacific Horizon Investment Trust's Long-term Investment Intensity has evolved across 14 annual periods from 2014 to 2024. As of January 2025, the intensity stands at 99.3%, reflecting long-term investments of GBX632.62 Million against total assets of GBX637.22 Million GBX. Also explore PHI current and non-current assets for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Pacific Horizon Investment Trust (2014–2024)

The table below presents the year-by-year Long-term Investment Intensity for Pacific Horizon Investment Trust from 2014 to 2024, covering 14 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 Pacific Horizon Investment Trust market capitalisation.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2024 99.2% GBX606.17 Million GBX611.17 Million ▲ +1.4 pp
2023 97.8% GBX572.75 Million GBX585.61 Million ▼ -1.1 pp
2022 98.9% GBX608.54 Million GBX615.19 Million ▲ +3.3 pp
2021 95.6% GBX725.12 Million GBX758.27 Million ▼ -0.4 pp
2020 96.1% GBX316.95 Million GBX329.98 Million ▼ -2.0 pp
2019 98.1% GBX219.98 Million GBX224.25 Million ▲ +0.1 pp
2018 98.0% GBX221.07 Million GBX225.63 Million ▲ +84.2 pp
2017 13.8% GBX1.27 Billion GBX9.20 Billion ▼ -84.4 pp
2017 98.1% GBX179.52 Million GBX182.91 Million ▲ +83.0 pp
2016 15.1% GBX1.44 Billion GBX9.56 Billion ▼ -83.6 pp
2016 98.7% GBX131.42 Million GBX133.10 Million ▲ +83.9 pp
2015 14.8% GBX1.43 Billion GBX9.67 Billion ▼ -82.1 pp
2015 96.9% GBX135.13 Million GBX139.47 Million ▲ +80.2 pp
2014 16.7% GBX1.63 Billion GBX9.75 Billion
pp = percentage points