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Personal Assets Trust (CHIX:PNLL) 5-Year Yield-on-Cost % : 1.15 (As of May. 11, 2024)


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What is Personal Assets Trust 5-Year Yield-on-Cost %?

Personal Assets Trust's yield on cost for the quarter that ended in Oct. 2023 was 1.15.


The historical rank and industry rank for Personal Assets Trust's 5-Year Yield-on-Cost % or its related term are showing as below:

CHIX:PNLl' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.1   Med: 1.38   Max: 1.76
Current: 1.15


During the past 13 years, Personal Assets Trust's highest Yield on Cost was 1.76. The lowest was 1.10. And the median was 1.38.


CHIX:PNLl's 5-Year Yield-on-Cost % is ranked worse than
91.68% of 1214 companies
in the Asset Management industry
Industry Median: 5.935 vs CHIX:PNLl: 1.15

Competitive Comparison of Personal Assets Trust's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Personal Assets Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Personal Assets Trust's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Personal Assets Trust's 5-Year Yield-on-Cost % falls into.



Personal Assets Trust 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Personal Assets Trust is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

Personal Assets Trust  (CHIX:PNLl) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Personal Assets Trust 5-Year Yield-on-Cost % Related Terms

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Personal Assets Trust (CHIX:PNLL) Business Description

Traded in Other Exchanges
Address
28 Walker Street, Edinburgh, Scotland, GBR, EH3 7HR
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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