Personal Assets Trust plc is a United Kingdom-based investment trust company. The Company’s investment policy is to protect and increase (in that order) the value of shareholders’ funds per share over the long term. The Company uses the FTSE All-Share Index (the All-Share) as a comparator for the purpose of monitoring performance and risk. The Company seeks to invest in equities and fixed income securities, and it also holds cash and cash equivalents. It invests in various sectors, such as technology, food production, financial services, beverages, healthcare, mining, pharmaceuticals, household products, industrial, insurance and tobacco. It invests in various geographical regions, such as United Kingdom, United States, Canada, France and Switzerland. Its alternative investment fund manager (AIFM) is Juniper Partners Limited.
Metrics to compare | PNL | Sector Sector - Average of metrics from a broad group of related Financial sector companies | Relationship RelationshipPNLPeersSector | |
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P/E Ratio | 12.3x | 35.5x | 8.8x | |
PEG Ratio | 0.02 | 0.04 | 0.03 | |
Price/Book | 1.0x | 0.9x | 1.0x | |
Price / LTM Sales | 14.3x | 20.2x | 2.8x | |
Upside (Analyst Target) | - | 13.8% | 10.6% | |
Fair Value Upside | Unlock | 30.5% | 2.5% | Unlock |