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

Latest as of October 2025: 98.3%

Chelverton UK Dividend Trust PLC (SDV) has a Long-term Investment Intensity of 98.3% as of October 2025. Long-term investments of GBX32.15 Million represent 98.3% of total assets of GBX32.72 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See net assets of Chelverton UK Dividend Trust PLC for net asset value and shareholders' equity analysis.

LT Investment Intensity

98.3%
LT Investments / Total Assets

Long-term Investments

GBX32.15 Million
GBX

Total Assets

GBX32.72 Million
GBX

Country

UK
LSE

Chelverton UK Dividend Trust PLC Long-term Investment Intensity (2014–2025)

This chart shows how Chelverton UK Dividend Trust PLC's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of October 2025, the intensity stands at 98.3%, reflecting long-term investments of GBX32.15 Million against total assets of GBX32.72 Million GBX. Also explore Chelverton UK Dividend Trust PLC asset portfolio for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Chelverton UK Dividend Trust PLC (2014–2025)

The table below presents the year-by-year Long-term Investment Intensity for Chelverton UK Dividend Trust PLC from 2014 to 2025, 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 market capitalisation and broader financial context, see SDV stock market capitalisation.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (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