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. See PNL current assets to equity ratio to evaluate short-term liquidity relative to the company's equity base.

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 PNL defensive asset coverage days to measure how many days the company can operate on defensive assets alone.

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. For the complete balance sheet picture, see total assets of Personal Assets Trust plc.

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