Openbookopenbook
Equity
Personal Assets Trust plc(PNL)
GBP --+0.00%
Reward51Moderate
Risk19Low
📊75%Data
Strong 99% profit margin · Revenue growing 149% YoY
PNL
+0.0 · +0.00%
GBP · LSE
Personal Assets Trust plc | Financial Services
Defensive Anchor
Market Cap:1.73Bn
ℹ️
Reward Rating
51
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
19
Low
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 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 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 Personal Assets Trust plc?

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

PNL · Verdict

Moderate reward · low risk

PNL stands out on balance sheet and volatility, but watch the valuation signal.

Based on 88% data coverage

PNL · Verdict

What’s working & what to watch

Strengths 3

  • Balance sheet100/100

    Top decile vs peers

  • Volatility95/100

    Top decile vs peers

  • Profitability69/100

    93% net margin · 9% ROE

Watchouts 1

  • Valuation40/100

    Below average

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

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 1.73B, and a P/E ratio of 24.3x.

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
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (51)

The scoring profile indicates limited reward potential at this time, with profitability and momentum offering the most support. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap1.73B
P/E Ratio24.2815
Dividend Yield1.01%
52 Week High555
52 Week Low486.9588
Last AnnualApril
IPO DateN/A
IncorporatedUK
Shares Outstanding315M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.178
CurrencyGBP
Websitewww.patplc.co.uk
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.