Pacific Horizon Investment Trust (PHI) — Net Asset Quality Index

Latest as of July 2025: 93.4%

Pacific Horizon Investment Trust (PHI) has a Net Asset Quality Index of 93.4% as of July 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of GBX656.39 Million minus total liabilities of GBX43.04 Million yields net assets of GBX613.36 Million. A higher index indicates a stronger, lower-leverage balance sheet. Check how resilient are Pacific Horizon Investment Trust's assets to evaluate the company's liquid asset resilience ratio.

Quality Index

93.4%
Equity / Total Assets

Net Assets

GBX613.36 Million
GBX

Total Assets

GBX656.39 Million
GBX

Total Liabilities

GBX43.04 Million
GBX

Pacific Horizon Investment Trust Net Asset Quality Index Over Time (2000–2025)

This chart shows how Pacific Horizon Investment Trust's Net Asset Quality Index has evolved across 28 annual periods from 2000 to 2025. As of July 2025, the index stands at 93.4%, representing net assets of GBX613.36 Million against total assets of GBX656.39 Million GBX. See PHI working capital efficiency to evaluate short-term liquidity relative to the company's equity base.

Annual Net Asset Quality Index for Pacific Horizon Investment Trust (2000–2025)

The table below presents the year-by-year Net Asset Quality Index for Pacific Horizon Investment Trust from 2000 to 2025, covering 28 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see PHI market cap overview.

Year Quality Index Net Assets (GBX) Total Assets Total Liabilities Change (pp)
2025 93.4% GBX613.36 Million GBX656.39 Million GBX43.04 Million ▼ -5.1 pp
2024 98.5% GBX601.97 Million GBX611.17 Million GBX9.20 Million ▼ -1.5 pp
2023 100.0% GBX585.56 Million GBX585.61 Million GBX52.00K ▲ +0.7 pp
2022 99.2% GBX610.55 Million GBX615.19 Million GBX4.64 Million ▲ +8.6 pp
2021 90.6% GBX687.23 Million GBX758.27 Million GBX71.04 Million ▼ -1.6 pp
2020 92.2% GBX304.40 Million GBX329.98 Million GBX25.58 Million ▲ +1.6 pp
2019 90.7% GBX203.35 Million GBX224.25 Million GBX20.90 Million ▼ -0.1 pp
2018 90.8% GBX204.88 Million GBX225.63 Million GBX20.75 Million ▲ +67.5 pp
2017 23.3% GBX2.14 Billion GBX9.20 Billion GBX7.06 Billion ▼ -68.4 pp
2017 91.7% GBX167.75 Million GBX182.91 Million GBX15.16 Million ▲ +68.9 pp
2016 22.8% GBX2.18 Billion GBX9.56 Billion GBX7.38 Billion ▼ -73.2 pp
2016 95.9% GBX127.70 Million GBX133.10 Million GBX5.40 Million ▲ +71.0 pp
2015 25.0% GBX2.42 Billion GBX9.67 Billion GBX7.26 Billion ▼ -64.8 pp
2015 89.7% GBX125.17 Million GBX139.47 Million GBX14.30 Million ▲ +59.0 pp
2014 30.8% GBX3.00 Billion GBX9.75 Billion GBX6.75 Billion ▼ -66.1 pp
2014 96.9% GBX140.92 Million GBX145.38 Million GBX4.46 Million ▼ -2.8 pp
2013 99.8% GBX134.64 Million GBX134.96 Million GBX320.00K ▲ +0.0 pp
2012 99.7% GBX129.10 Million GBX129.47 Million GBX368.00K ▲ +0.1 pp
2011 99.6% GBX137.35 Million GBX137.95 Million GBX596.00K ▼ 0.0 pp
2010 99.6% GBX127.94 Million GBX128.47 Million GBX529.00K ▲ +0.0 pp
2009 99.6% GBX105.85 Million GBX106.30 Million GBX449.00K ▲ +0.2 pp
2008 99.4% GBX105.17 Million GBX105.79 Million GBX619.00K ▲ +0.0 pp
2007 99.4% GBX130.08 Million GBX130.85 Million GBX774.00K ▲ +8.8 pp
2006 90.7% GBX81.39 Million GBX89.78 Million GBX8.39 Million ▼ -8.4 pp
2005 99.0% GBX67.37 Million GBX68.03 Million GBX654.00K ▲ +1.0 pp
2004 98.0% GBX47.30 Million GBX48.27 Million GBX960.00K ▼ -0.5 pp
2003 98.5% GBX40.80 Million GBX41.43 Million GBX632.00K ▲ +17.9 pp
2000 80.5% GBX43.64 Million GBX54.19 Million GBX10.54 Million
pp = percentage points