Personal Assets Trust (CHIX:PNLL) ROE % Adjusted to Book Value : -3.66% (As of Oct. 2023)

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What is Personal Assets Trust ROE % Adjusted to Book Value?

Personal Assets Trust's ROE % for the quarter that ended in Oct. 2023 was -3.62%. Personal Assets Trust's PB Ratio for the quarter that ended in Oct. 2023 was 0.99. Personal Assets Trust's ROE % Adjusted to Book Value for the quarter that ended in Oct. 2023 was -3.66%.

Personal Assets Trust ROE % Adjusted to Book Value Historical Data

The historical data trend for Personal Assets Trust's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

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Personal Assets Trust ROE % Adjusted to Book Value Chart

Personal Assets Trust Annual Data

Trend

Apr14

Apr15

Apr16

Apr17

Apr18

Apr19

Apr20

Apr21

Apr22

Apr23

ROE % Adjusted to Book Value

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5.52

5.96

9.67

6.26

-0.77

Personal Assets Trust Semi-Annual Data
	Apr14	Oct14	Apr15	Oct15	Apr16	Oct16	Apr17	Oct17	Apr18	Oct18	Apr19	Oct19	Apr20	Oct20	Apr21	Oct21	Apr22	Oct22	Apr23	Oct23
ROE % Adjusted to Book Value	Get a 7-Day Free Trial															11.16	1.79	-7.37	5.76	-3.66

Competitive Comparison of Personal Assets Trust's ROE % Adjusted to Book Value

For the Asset Management subindustry, Personal Assets Trust's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Personal Assets Trust's ROE % Adjusted to Book Value Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Personal Assets Trust's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Personal Assets Trust's ROE % Adjusted to Book Value falls into.

Personal Assets Trust ROE % Adjusted to Book Value Calculation

Personal Assets Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Apr. 2023 is calculated as

ROE % Adjusted to Book Value	=	ROE %	/	PB Ratio
	=	-0.77%	/	1.00
	=	-0.77%

Personal Assets Trust's ROE % Adjusted to Book Value for the quarter that ended in Oct. 2023 is calculated as

ROE % Adjusted to Book Value	=	ROE %	/	PB Ratio
	=	-3.62%	/	0.99
	=	-3.66%

Personal Assets Trust ROE % Adjusted to Book Value Related Terms

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Personal Assets Trust (CHIX:PNLL) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Personal Assets Trust PLC (CHIX:PNLl) » Definitions » ROE % Adjusted to Book Value

Comparable Companies

Traded in Other Exchanges

PNL:UK

Address

28 Walker Street, Edinburgh, Scotland, GBR, EH3 7HR

Website

https://www.patplc.co.uk

Personal Assets Trust PLC is a self-managed investment trust. The company's policy is to protect and increase the value of shareholders' funds per share over the long term and to earn a high total return as is compatible with risk equivalent to that of the FTSE All-Share Index. The firm invests in equity shares, fixed interest securities, and other investments. The group holds investments in listed companies and fixed interest securities, holds cash balances and has receivables and payables. It from time to time also invests in FTSE 100 Futures and enters into forward currency contracts. The majority of the revenue comes from the United States of America and United Kingdom market.

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