The Investment Company plc (INV) — Net Asset Momentum
The Investment Company plc (INV) recorded a net asset momentum of -0.9% as of June 2025, with net assets of GBX7.31 Million GBX. Net Asset Momentum measures the year-over-year percentage change in net assets (total assets minus total liabilities), indicating how rapidly the company is building or eroding its equity base. See The Investment Company plc liquidity coverage in days to measure how many days the company can operate on defensive assets alone.
YoY Momentum
Current Net Assets
Years of Data
Country
The Investment Company plc Net Asset Momentum (1986–2025)
This chart tracks The Investment Company plc's year-over-year net asset growth across 41 annual reporting periods from 1986 to 2025. The most recent momentum reading is -0.9%, with net assets of GBX7.31 Million GBX as of June 2025. Read INV liabilities breakdown for a breakdown of total debt and financial obligations.
Annual Net Asset History for The Investment Company plc (1986–2025)
The table below shows the complete annual net asset history for The Investment Company plc from 1986 to 2025, covering 41 yearly periods. Each row includes total assets, total liabilities, net assets, and the year-over-year momentum figure for that period. For live market cap and broader valuation context, see INV market cap overview.
| Year | Net Assets (GBX) | Total Assets | Total Liabilities | YoY Momentum |
|---|---|---|---|---|
| 2025 | GBX7.31 Million | GBX7.43 Million | GBX112.84K | ▼ -0.9% |
| 2024 | GBX7.38 Million | GBX7.59 Million | GBX210.30K | ▼ -54.7% |
| 2023 | GBX16.27 Million | GBX16.87 Million | GBX601.16K | ▲ +1.4% |
| 2022 | GBX16.05 Million | GBX16.15 Million | GBX106.00K | ▼ -1.4% |
| 2021 | GBX16.28 Million | GBX16.55 Million | GBX266.89K | ▲ +8.3% |
| 2020 | GBX15.04 Million | GBX15.17 Million | GBX134.07K | ▼ -9.5% |
| 2019 | GBX16.62 Million | GBX16.76 Million | GBX135.46K | ▼ -4.1% |
| 2018 | GBX17.33 Million | GBX17.45 Million | GBX117.09K | ▼ -2.3% |
| 2017 | GBX17.74 Million | GBX17.83 Million | GBX96.80K | ▲ +4.4% |
| 2016 | GBX16.99 Million | GBX17.50 Million | GBX510.57K | ▼ -7.9% |
| 2015 | GBX18.45 Million | GBX18.64 Million | GBX190.52K | ▼ -1.3% |
| 2014 | GBX18.69 Million | GBX19.40 Million | GBX710.36K | ▲ +16.8% |
| 2013 | GBX16.00 Million | GBX17.00 Million | GBX1.00 Million | ▲ +63.6% |
| 2013 | GBX9.78 Million | GBX13.40 Million | GBX3.62 Million | ▲ +16.5% |
| 2012 | GBX8.40 Million | GBX12.90 Million | GBX4.50 Million | ▼ -0.5% |
| 2011 | GBX8.44 Million | GBX13.00 Million | GBX4.56 Million | ▲ +13.2% |
| 2010 | GBX7.45 Million | GBX13.48 Million | GBX6.03 Million | ▲ +85.6% |
| 2009 | GBX4.02 Million | GBX10.52 Million | GBX6.51 Million | ▼ -39.4% |
| 2008 | GBX6.63 Million | GBX13.19 Million | GBX6.56 Million | ▼ -14.5% |
| 2007 | GBX7.75 Million | GBX14.23 Million | GBX6.48 Million | ▼ -25.9% |
| 2006 | GBX10.46 Million | GBX14.44 Million | GBX3.98 Million | ▲ +0.6% |
| 2005 | GBX10.40 Million | GBX14.76 Million | GBX4.37 Million | ▼ -7.2% |
| 2004 | GBX11.20 Million | GBX11.69 Million | GBX490.00K | ▼ -4.7% |
| 2003 | GBX11.75 Million | GBX13.35 Million | GBX1.60 Million | ▼ -17.5% |
| 2002 | GBX14.25 Million | GBX14.85 Million | GBX601.00K | ▼ -7.9% |
| 2001 | GBX15.48 Million | GBX16.58 Million | GBX1.11 Million | ▼ -24.4% |
| 2000 | GBX20.48 Million | GBX21.24 Million | GBX752.00K | ▲ +0.9% |
| 1999 | GBX20.30 Million | GBX21.04 Million | GBX742.00K | ▲ +9.9% |
| 1998 | GBX18.47 Million | GBX19.05 Million | GBX582.00K | ▲ +20.4% |
| 1997 | GBX15.35 Million | GBX16.08 Million | GBX736.00K | ▲ +10.7% |
| 1996 | GBX13.86 Million | GBX14.59 Million | GBX730.00K | ▲ +3.4% |
| 1995 | GBX13.40 Million | GBX14.12 Million | GBX720.00K | ▼ -5.1% |
| 1994 | GBX14.12 Million | GBX15.54 Million | GBX1.42 Million | ▲ +13.2% |
| 1993 | GBX12.47 Million | GBX13.69 Million | GBX1.21 Million | ▲ +22.4% |
| 1992 | GBX10.19 Million | GBX10.69 Million | GBX498.00K | ▲ +11.2% |
| 1991 | GBX9.16 Million | GBX9.70 Million | GBX539.00K | ▼ -12.8% |
| 1990 | GBX10.50 Million | GBX11.45 Million | GBX953.00K | ▼ -7.0% |
| 1989 | GBX11.29 Million | GBX12.48 Million | GBX1.19 Million | ▲ +13.0% |
| 1988 | GBX9.99 Million | GBX11.76 Million | GBX1.76 Million | ▲ +13.1% |
| 1987 | GBX8.83 Million | GBX10.36 Million | GBX1.52 Million | ▲ +16.6% |
| 1986 | GBX7.57 Million | GBX8.20 Million | GBX631.00K | — |