Personal Assets Trust plc

Personal Assets Trust plcverified

PNL.L

Price:

$490

Market Cap:

$1.61B

Personal Assets Trust plc is a closed ended multi asset mutual fund launched and managed by Troy Asset Management Limited. The fund invests in public equity and fixed income markets across the globe. It benchmarks its performance against the FTSE All-Share Index. Personal Assets Trust plc was launched in 1983, and is domiciled in United Kingdom.[Read more]

Industry

Asset Management

IPO Date

1983-07-29

Stock Exchange

LSE

Ticker

PNL.L

The ROE as of September 2024 (TTM) for Personal Assets Trust plc (PNL.L) is 26.05%

According to Personal Assets Trust plc’s latest financial reports and current stock price. The company's current ROE is 26.05%. This represents a change of 303.95% compared to the average of 6.45% of the last 4 quarters.

Personal Assets Trust plc (PNL.L) Historical ROE (quarterly & annually)

How has PNL.L ROE performed in the past?

The mean historical ROE of Personal Assets Trust plc over the last ten years is 4.62%. The current 26.05% ROE has changed 463.50% with respect to the historical average. Over the past ten years (40 quarters), PNL.L's ROE was at its highest in in the April 2020 quarter at 23.29%. The ROE was at its lowest in in the July 2022 quarter at -1.86%.

Quarterly (TTM)
Annual

Average

4.62%

Median

5.74%

Minimum

-1.55%

Maximum

8.65%

Personal Assets Trust plc (PNL.L) ROE by Quarter and Year

Discovering the peaks and valleys of Personal Assets Trust plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 53.53%

Maximum Annual ROE = 8.65%

Minimum Annual Increase = -450.15%

Minimum Annual ROE = -1.55%

Quarterly (TTM)
Annual
YearROEChange
20242.65%-450.15%
2023-0.76%-112.97%
20225.84%-32.46%
20218.65%53.53%
20205.64%7.09%
20195.26%-438.74%
2018-1.55%-118.58%
20178.36%38.94%
20166.02%-1.46%
20156.11%-258.86%

Personal Assets Trust plc (PNL.L) Average ROE

How has PNL.L ROE performed in the past?

The current ROE of Personal Assets Trust plc (PNL.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

2.58%

5-year avg

4.41%

10-year avg

4.62%

Personal Assets Trust plc (PNL.L) ROE vs. Peers

How is PNL.L’s ROE compared to its peers?

Personal Assets Trust plc’s ROE is less than RIT Capital Partners plc (9.99%), less than Capital Gearing Trust p.l.c (4.97%), greater than Ruffer Investment Company Limited (-11.58%), less than The Law Debenture Corporation p.l.c. (23.87%), less than Caledonia Investments plc (7.21%),

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