Openbookopenbook
Equity
Pacific Horizon Investment Trust(PHI)
GBX --+0.00%
Reward50Moderate
Risk49Moderate
📊75%Data
Strong 89% profit margin · Revenue down 54% YoY
PHI
+0.0 · +0.00%
GBX · LSE
Pacific Horizon Investment Trust | Financial Services
Balanced
Market Cap:770.16M
ℹ️
Reward Rating
50
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
49
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on PHI to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Pacific Horizon Investment Trust?

Pacific Horizon Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.

PHI · Verdict

Moderate reward · moderate risk

PHI stands out on profitability and volatility, but watch the valuation signal.

Based on 88% data coverage

PHI · Verdict

What’s working & what to watch

Strengths 2

  • Profitability65/100

    89% net margin · 7% ROE

  • Volatility65/100

    Above average

Watchouts 2

  • Valuation31/100

    Below average

  • Balance sheet37/100

    Current ratio 0.12

Model-based scoring. For information only — not financial advice.

What is Pacific Horizon Investment Trust?

Pacific Horizon Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 770.16M, and a P/E ratio of 19.0x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Risk profile appears balanced versus broad market conditions.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (50)

The scoring profile indicates limited reward potential at this time, with profitability and growth offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap770.16M
P/E Ratio18.9592
Dividend Yield0.15%
52 Week High997
52 Week Low493.6354
Last AnnualJuly
IPO DateN/A
IncorporatedUK
Shares Outstanding83M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.688
CurrencyGBX
Websitewww.bailliegifford.com/en/uk/individual-in
openbook

Stock research for everyday UK investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.