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. For the complete balance sheet picture, see balance sheet size of Chelverton UK Dividend Trust PLC.

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 Chelverton UK Dividend Trust PLC short-term liquidity ratio to evaluate short-term liquidity relative to the company's equity base.

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. Read Chelverton UK Dividend Trust PLC debt and liabilities for a breakdown of total debt and financial obligations.

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