Personal Assets Trust plc (PNL) — Long-term Investment Intensity

Latest as of April 2026: 99.0%

Personal Assets Trust plc (PNL) has a Long-term Investment Intensity of 99.0% as of April 2026. Long-term investments of GBX1.67 Billion represent 99.0% of total assets of GBX1.69 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. For the complete balance sheet picture, see how large is Personal Assets Trust plc's balance sheet.

LT Investment Intensity

99.0%
LT Investments / Total Assets

Long-term Investments

GBX1.67 Billion
GBX

Total Assets

GBX1.69 Billion
GBX

Country

UK
LSE

Personal Assets Trust plc Long-term Investment Intensity (2015–2026)

This chart shows how Personal Assets Trust plc's Long-term Investment Intensity has evolved across 12 annual periods from 2015 to 2026. As of April 2026, the intensity stands at 99.0%, reflecting long-term investments of GBX1.67 Billion against total assets of GBX1.69 Billion GBX. See Personal Assets Trust plc short-term liquidity ratio to evaluate short-term liquidity relative to the company's equity base.

Annual Long-term Investment Intensity for Personal Assets Trust plc (2015–2026)

The table below presents the year-by-year Long-term Investment Intensity for Personal Assets Trust plc from 2015 to 2026, 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 PNL current and long-term liabilities for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2026 99.0% GBX1.67 Billion GBX1.69 Billion ▲ +9.5 pp
2025 89.5% GBX1.49 Billion GBX1.66 Billion ▼ -8.2 pp
2024 97.7% GBX1.64 Billion GBX1.68 Billion ▲ +0.8 pp
2023 96.9% GBX1.83 Billion GBX1.89 Billion ▼ -0.1 pp
2022 97.0% GBX1.79 Billion GBX1.85 Billion ▲ +2.0 pp
2021 95.1% GBX1.43 Billion GBX1.51 Billion ▲ +0.4 pp
2020 94.7% GBX1.10 Billion GBX1.16 Billion ▼ -2.7 pp
2019 97.4% GBX946.46 Million GBX971.87 Million ▲ +2.3 pp
2018 95.1% GBX825.79 Million GBX868.17 Million ▲ +0.2 pp
2017 94.9% GBX744.14 Million GBX784.12 Million ▲ +1.0 pp
2016 93.9% GBX602.68 Million GBX641.93 Million ▼ -2.2 pp
2015 96.1% GBX593.95 Million GBX618.12 Million
pp = percentage points