Pacific Horizon Investment Trust Long-term Investment Intensity

Latest as of January 2025: 99.3%

Pacific Horizon Investment Trust long-term investment intensity. 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. Read PHI total debt and obligations for a breakdown of total debt and financial obligations.

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

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

Long-term investment intensity of Pacific Horizon Investment Trust from 2014 to 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.

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

Pacific Horizon Investment Trust long-term investment intensity by year from 2014 to 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 the complete balance sheet picture, see how large is Pacific Horizon Investment Trust's balance sheet.

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