Montanaro UK Smaller Companies Investment Trust PLC (MTU) - Total Assets

Latest as of March 2026: GBX126.08 Million GBX ≈ $15.34K USD

Based on the latest financial reports, Montanaro UK Smaller Companies Investment Trust PLC (MTU) holds total assets worth GBX126.08 Million GBX (≈ $15.34K USD) as of March 2026. Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.

Montanaro UK Smaller Companies Investment Trust PLC - Total Assets Trend (2000–2026)

This chart illustrates how Montanaro UK Smaller Companies Investment Trust PLC's total assets have evolved over time, based on quarterly financial data. Also see how much is Montanaro UK Smaller Companies Investmen worth for the company's overall valuation and market capitalisation.

Montanaro UK Smaller Companies Investment Trust PLC - Asset Composition Analysis

Current Asset Composition (March 2026)

Montanaro UK Smaller Companies Investment Trust PLC's total assets of GBX126.08 Million consist of 5.0% current assets and 95.0% non-current assets. Review MTU liabilities breakdown to assess the company's total debt and financial obligations.

Asset Category Amount (GBX) % of Total Assets
Cash & Equivalents GBX0.00 5.0%
Accounts Receivable GBX0.00 0.0%
Inventory GBX0.00 0.0%
Property, Plant & Equipment GBX0.00 0.0%
Intangible Assets GBX0.00 0.0%
Goodwill GBX0.00 0.0%

Asset Composition Trend (2000–2026)

This chart illustrates how Montanaro UK Smaller Companies Investment Trust PLC's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution. See Montanaro UK Smaller Companies Investmen share price for real-time trading data and today's change.

Key Asset Composition Facts

  • Current vs. Non-Current Assets: Montanaro UK Smaller Companies Investment Trust PLC's current assets represent 5.0% of total assets in 2026, an increase from 0.0% in 2000.
  • Cash Position: Cash and equivalents constituted 5.0% of total assets in 2026, up from 0.0% in 2000.
  • Tangible vs. Intangible: Intangible assets (including goodwill) make up 0.0% of total assets, unchanged from 0.0% in 2000.
  • Asset Diversification: The largest asset category is goodwill at 0.0% of total assets.

Montanaro UK Smaller Companies Investment Trust PLC Competitors by Total Assets

Key competitors of Montanaro UK Smaller Companies Investment Trust PLC based on total assets are shown below.

Company Country Total Assets
Senvest Capital Inc.
TO:SEC
Canada CA$6.06 Billion
Nuveen Multi-Asset Income Fund
NYSE:NMAI
USA $691.82 Million
Sprott Physical Silver
TO:PSLV
Canada CA$9.40 Billion
Janus Henderson Group PLC
F:HDJA
Germany €8.29 Billion
Compagnie du Cambodge
PA:CBDG
France €6.94 Billion
Fair Oaks Income Limited
LSE:FAIR
UK $236.01 Million
Central Securities Corporation
NYSE MKT:CET
USA $1.79 Billion
A.F.P. Habitat
SN:HABITAT
Chile CL$772.89 Billion

Montanaro UK Smaller Companies Investment Trust PLC - Liquidity and Working Capital Analysis

Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.

Key Liquidity Metrics

Metric Current 1 Year Ago 5 Years Ago
Current Ratio 4.27 7.07 0.44
Quick Ratio 4.27 7.07 0.44
Cash Ratio 0.00 0.00 0.00
Working Capital GBX4.84 Million GBX6.13 Million GBX-13.82 Million

Montanaro UK Smaller Companies Investment Trust PLC - Advanced Valuation Insights

This section examines the relationship between Montanaro UK Smaller Companies Investment Trust PLC's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.

Key Valuation Metrics

Current Price-to-Book Ratio 1.05
Latest Market Cap to Assets Ratio 0.01
Asset Growth Rate (YoY) -23.4%
Total Assets GBX126.08 Million
Market Capitalization $1.47 Million USD

Valuation Analysis

Below Book Valuation: The market values Montanaro UK Smaller Companies Investment Trust PLC's assets below their book value (0.01x), which may indicate investor concerns about asset quality or future growth.

Significant Asset Reduction: Montanaro UK Smaller Companies Investment Trust PLC's assets decreased by 23.4% over the past year, potentially indicating divestiture, restructuring, or challenging business conditions.

Annual Total Assets for Montanaro UK Smaller Companies Investment Trust PLC (2000–2026)

The table below shows the annual total assets of Montanaro UK Smaller Companies Investment Trust PLC from 2000 to 2026.

Year Total Assets Change
2026-03-31 GBX126.08 Million
≈ $15.34K
-23.42%
2025-03-31 GBX164.64 Million
≈ $20.03K
-25.04%
2024-03-31 GBX219.63 Million
≈ $26.72K
+3.61%
2023-03-31 GBX211.99 Million
≈ $25.79K
-14.22%
2022-03-31 GBX247.13 Million
≈ $30.07K
-9.56%
2021-03-31 GBX273.25 Million
≈ $33.25K
+29.66%
2020-03-31 GBX210.74 Million
≈ $25.64K
-10.91%
2019-03-31 GBX236.54 Million
≈ $28.78K
-4.50%
2018-03-31 GBX247.68 Million
≈ $30.14K
+6.66%
2017-03-31 GBX232.22 Million
≈ $28.25K
+5.77%
2016-03-31 GBX219.55 Million
≈ $26.71K
+5.70%
2015-03-31 GBX207.70 Million
≈ $25.27K
-2.31%
2014-03-31 GBX212.62 Million
≈ $25.87K
+10.10%
2013-03-31 GBX193.12 Million
≈ $23.50K
+18.55%
2012-03-31 GBX162.91 Million
≈ $19.82K
+3.48%
2011-03-31 GBX157.42 Million
≈ $19.15K
+39.68%
2010-03-31 GBX112.70 Million
≈ $13.71K
+59.36%
2009-03-31 GBX70.72 Million
≈ $8.60K
-40.00%
2008-03-31 GBX117.86 Million
≈ $14.34K
-17.45%
2007-03-31 GBX142.77 Million
≈ $17.37K
+18.90%
2006-03-31 GBX120.08 Million
≈ $14.61K
+40.56%
2005-03-31 GBX85.43 Million
≈ $10.39K
+16.60%
2004-03-31 GBX73.26 Million
≈ $8.91K
+35.68%
2003-03-31 GBX54.00 Million
≈ $6.57K
-31.25%
2002-03-31 GBX78.54 Million
≈ $9.56K
-18.60%
2001-03-31 GBX96.49 Million
≈ $11.74K
-4.94%
2000-03-31 GBX101.51 Million
≈ $12.35K
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About Montanaro UK Smaller Companies Investment Trust PLC

LSE:MTU UK Asset Management
Market Cap
$1.47 Million
GBX12.06 Billion GBX
Market Cap Rank
#30396 Global
#748 in UK
Share Price
GBX108.50
Change (1 day)
-0.46%
52-Week Range
GBX91.80 - GBX113.25
All Time High
GBX157.83
About

Montanaro UK Smaller Companies Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Montanaro Investment Managers Ltd. It invests in the public equity markets of the United Kingdom. The fund seeks to invest in stocks of small-cap companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Numis Smaller Companies Index (ex… Read more