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

Latest as of October 2025: 98.7%

Personal Assets Trust plc (PNL) has a Long-term Investment Intensity of 98.7% as of October 2025. Long-term investments of £1.66 Billion represent 98.7% of total assets of £1.68 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Personal Assets Trust plc shareholders equity for net asset value and shareholders' equity analysis.

LT Investment Intensity

98.7%
LT Investments / Total Assets

Long-term Investments

£1.66 Billion
GBP

Total Assets

£1.68 Billion
GBP

Country

UK
LSE

Personal Assets Trust plc Long-term Investment Intensity (2015–2025)

This chart shows how Personal Assets Trust plc's Long-term Investment Intensity has evolved across 11 annual periods from 2015 to 2025. As of October 2025, the intensity stands at 98.7%, reflecting long-term investments of £1.66 Billion against total assets of £1.68 Billion GBP. Also explore Personal Assets Trust plc assets under control for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Personal Assets Trust plc (2015–2025)

The table below presents the year-by-year Long-term Investment Intensity for Personal Assets Trust plc from 2015 to 2025, covering 11 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 PNL stock market capitalisation.

Year LT Investment Intensity LT Investments (GBP) Total Assets Change (pp)
2025 89.5% £1.49 Billion £1.66 Billion ▼ -8.2 pp
2024 97.7% £1.64 Billion £1.68 Billion ▲ +0.8 pp
2023 96.9% £1.83 Billion £1.89 Billion ▼ -0.1 pp
2022 97.0% £1.79 Billion £1.85 Billion ▲ +2.0 pp
2021 95.1% £1.43 Billion £1.51 Billion ▲ +0.4 pp
2020 94.7% £1.10 Billion £1.16 Billion ▼ -2.7 pp
2019 97.4% £946.46 Million £971.87 Million ▲ +2.3 pp
2018 95.1% £825.79 Million £868.17 Million ▲ +0.2 pp
2017 94.9% £744.14 Million £784.12 Million ▲ +1.0 pp
2016 93.9% £602.68 Million £641.93 Million ▼ -2.2 pp
2015 96.1% £593.95 Million £618.12 Million
pp = percentage points