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performance chart
    1y 3y 5y 12m-24m 24m-36m 36m-48m 48m-60m
+14.0 +11.4 +43.7 -7.2 +5.3 +13.5 +13.7
  NAV +11.9+12.1+44.1-4.6 +5.0+13.5+13.3
  Global +9.3+42.3+68.2+14.3+13.9-5.5+25.1
Share Price
SharePriceDatePrem/DiscDiluted NAVGearingDiv yield
EstimLast pub.NetGross
PERSONAL ASSETS TRUST PLC ORD 36125.00 (p) 26-Jan-2015 +.96 35717.61 35802.02
100 1.55 1.55
Peer groups
Region Asset Class Investment Focus Sector
Global Equity n/a Global

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated using closing mid prices and with net income (dividends) reinvested. NAV total return performance figures are calculated using fully diluted (where applicable) daily estimated NAV figures from Thomson Financial Datastream and with gross income (dividends) reinvested.

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strolli bolli Jun 06th, 2014 at 07:51 PM

I invested in PAT a couple of years ago in order to 'protect capital' - something which the trust has not achieved within that timespan....I'm down around 10%. Maybe just bad timing but next time I'll simply look to go into more flexible cash/money market.

analyser Oct 01st, 2013 at 02:33 PM

performance is poor. better trusts out there.


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Personal Assets Tst.: Issue of Equity

03:31 PM | 26-Jan-2015

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