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. Check financial resilience of Pacific Horizon Investment Trust to evaluate the company's liquid asset resilience ratio.

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. For the complete balance sheet picture, see Pacific Horizon Investment Trust asset portfolio.

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. Read how much debt does Pacific Horizon Investment Trust carry for a breakdown of total debt and financial obligations.

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