Chelverton UK Dividend Trust PLC (SDV) — Long-term Investment Intensity

Latest as of April 2026: 97.3%

Chelverton UK Dividend Trust PLC (SDV) has a Long-term Investment Intensity of 97.3% as of April 2026. Long-term investments of GBX31.66 Million represent 97.3% of total assets of GBX32.55 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See SDV net working capital ratio to evaluate short-term liquidity relative to the company's equity base.

LT Investment Intensity

97.3%
LT Investments / Total Assets

Long-term Investments

GBX31.66 Million
GBX

Total Assets

GBX32.55 Million
GBX

Country

UK
LSE

Chelverton UK Dividend Trust PLC Long-term Investment Intensity (2014–2026)

This chart shows how Chelverton UK Dividend Trust PLC's Long-term Investment Intensity has evolved across 13 annual periods from 2014 to 2026. As of April 2026, the intensity stands at 97.3%, reflecting long-term investments of GBX31.66 Million against total assets of GBX32.55 Million GBX. See operational self-sufficiency of Chelverton UK Dividend Trust PLC to measure how many days the company can operate on defensive assets alone.

Annual Long-term Investment Intensity for Chelverton UK Dividend Trust PLC (2014–2026)

The table below presents the year-by-year Long-term Investment Intensity for Chelverton UK Dividend Trust PLC from 2014 to 2026, covering 13 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 SDV total asset value.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2026 97.3% GBX31.66 Million GBX32.55 Million ▲ +5.1 pp
2025 92.2% GBX27.97 Million GBX30.33 Million ▼ -6.4 pp
2024 98.6% GBX51.48 Million GBX52.23 Million ▲ +0.1 pp
2023 98.4% GBX52.83 Million GBX53.67 Million ▲ +0.2 pp
2022 98.2% GBX57.75 Million GBX58.80 Million ▲ +0.2 pp
2021 98.1% GBX62.77 Million GBX64.01 Million ▲ +1.5 pp
2020 96.5% GBX40.59 Million GBX42.04 Million ▼ 0.0 pp
2019 96.6% GBX59.90 Million GBX62.03 Million ▼ -2.0 pp
2018 98.5% GBX65.41 Million GBX66.39 Million ▼ -0.8 pp
2017 99.4% GBX53.83 Million GBX54.18 Million ▲ +0.1 pp
2016 99.2% GBX45.38 Million GBX45.74 Million ▲ +1.0 pp
2015 98.2% GBX41.68 Million GBX42.45 Million ▼ -0.8 pp
2014 99.0% GBX40.82 Million GBX41.25 Million —
pp = percentage points