Openbookopenbook
Equity
PNL
+0.0 · +0.00%
GBX · LSE

Personal Assets Trust plc(PNL) Stock Analysis | Financial Services

GBX --+0.00%
Reward67High
Risk19Low
75%Data
Strong 96% profit margin · Revenue growing 149% YoY
Quality Compounder
Market Cap:1.69Bn
ⓘ
Reward Rating
67
High
Reward Assessment
75% data coverage
Top 25% of stocksView factors
ⓘ
Risk Rating
19
Low
Risk Assessment
Risk factors availableUnlock details

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.

Educational tool only · More
Limited data coverage
We don't have enough public data on PNL 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 yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

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

What is Personal Assets Trust plc?

Personal Assets Trust plc is a closed ended multi asset mutual fund launched and managed by Troy Asset Management Limited.

AI Brief Pro

The brief on Personal Assets Trust plc

The story behind the price, the case for and against, and what could go wrong. Open a part to read it.

What is Personal Assets Trust plc?

Personal Assets Trust plc is a closed ended multi asset mutual fund launched and managed by Troy Asset Management Limited. The fund invests in public equity and fixed income markets across the globe. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 1.69B, and a P/E ratio of 16.6x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Below-average volatility supports a steadier risk profile.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: High (67)

Similar stocks to compare

A short list of Asset Management names that are close enough in size to make side-by-side comparison useful.

LWDBSmall Cap / 1.7B market cap
Law Debenture Corp
Compare
RATSmall Cap / 1.7B market cap
Rathbone Brothers PLC
Compare
JMGISmall Cap / 1.6B market cap
JPMorgan Emerging Markets Investment Trust plc
Compare
All Financial Services stocks →
Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap1.69B
P/E Ratio16.6061
Dividend Yield1.02%
Beta0.215
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
openbook

Stock research for UK and US 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.