Personal Assets Trust plc

LSE • Financial Services • Asset Management • Quote as of 10/27/2026 16:35

Company Profile

IndustryAsset Management

SectorFinancial Services

ExchangeLSE

Market Capitalization1,696.08 mln

Float304 mln

Earnings Date12/02/2026

Business Description

Personal Assets Trust plc is a UK-based investment fund founded in 1983 and run by Troy Asset Management Limited. It holds a mix of stocks and bonds from markets around the world, measuring its results against the FTSE All-Share Index.

Key Fundamentals

EPS32.00

P/E17.41

ROE6.10

RPS0.45

ROIC5.95

ROA6.07

EBITDA, mln103

EV / EBITDA15.86

EV / EBIT15.86

Revenue, mln141

EV / Revenue11.60

Quote Details

Last 556.00

Change 2 (0.36%)

Open 556.00

Volume 507,986

Turnover 282,440,224

Average Volume 510,759

Financial Ratios

Pre-Tax Profit Margin73

Leverage Ratio1.00

Current Ratio10.07

Price / Book1.01

Price / Tangible Book1.01

Price / Sales12.04

Financial Strength

Altman Z-Score249

Piotroski F-Score 5 / 9

Beneish M-Score-1.81

Price to Intrinsic Value1.23

Price to Graham Number0.87

Shiller PE Ratio20.04

Price Performance & Relative Strength

Period	Price Performance	Relative Strength
1 Week	0.72%	65 / 100
1 Month	2.77%	81 / 100
2 Months	3.8%	76 / 100
6 Months	5.25%	57 / 100
1 Year	3.65%	41 / 100

Personal Assets Trust plc

Company Profile

EPS

P / E

Piotroski F-Score

Beneish M-Score

Relative Strength