PERSONAL ASSETS TRUST PUBLIC LIMITED COMPANY
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Cash
£9.5m
-94.4% lowest in 3 filed years
Net assets
£1.7bn
+3.3% highest in 3 filed years
Employees
—
Average over period
Profit before tax
£103m
-14.8% vs 2025
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2026-04-30
| Metric | Trend | 2024-04-30 | 2025-04-30 | 2026-04-30 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | — | — | — | — | |
| Operating profit | £40,810,000 | £79,899,000 | £76,962,000 | -3.7% | |
| Profit before tax | £51,252,000 | £121,305,000 | £103,381,000 | -14.8% | |
| Net profit | £44,260,000 | £114,918,000 | £101,741,000 | -11.5% | |
| Cash | £29,475,000 | £168,362,000 | £9,503,000 | -94.4% | |
| Total assets less current liabilities | £1,667,281,000 | £1,632,404,000 | £1,686,316,000 | +3.3% | |
| Net assets | £1,667,281,000 | £1,632,404,000 | £1,686,316,000 | +3.3% | |
| Equity | £1,667,281,000 | £1,632,404,000 | £1,686,316,000 | +3.3% | |
| Average employees | 0 | 0 | — | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | £231,000 | £287,000 | £308,008 | +7.3% | |
| Highest paid director | — | £67,000 | £69,000 | +3% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-04-30 | 2025-04-30 | 2026-04-30 |
|---|---|---|---|---|
| Return on capital employed | 2.4% | 4.9% | 4.6% | |
| Gearing (liabilities / total assets) | 0.7% | 1.8% | 0.2% | |
| Current ratio | 3.11x | 6.48x | 7.61x |
Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- UK-adopted international accounting standards
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors believe... that the Company has adequate resources to continue operating for at least 12 months from the date of approval of the financial statements. For this reason, they continue to adopt the going concern basis in preparing the accounts.”
Significant events
- “In 2025, in the expectation of sustained US dollar weakness, we decided to begin a holding (~10%) in yen through the purchase of short-dated Japanese Government Bonds, a first for the Company.”
- “In terms of portfolio activity, we have made a handful of additions to the portfolio and sold a few holdings where prospective returns looked poor.”
- “We added both Hubbell and Alcon to the portfolio last year. Alcon is the largest eye care device company in the world... Hubbell is the leading US manufacturer of essential infrastructure components for electric utilities...”
- “Three companies were sold from the portfolio during the period: American Express, Moody's and LVMH.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
8 active · 17 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JUNIPER PARTNERS LIMITED | Corporate Secretary | 2020-04-01 | — | — |
| BROWN, Sharon Mary | Director | 2025-07-18 | Nov 1968 | British |
| CLEMENTS, Mandy Jane | Director | 2020-09-18 | Sep 1966 | British |
| FERGUSON, Iain George Thomas | Director | 2017-12-01 | Jul 1955 | British |
| NEILLY, Gordon Joseph | Director | 1997-04-30 | Jul 1960 | British |
| READ, Paul Edward | Director | 2017-12-01 | Nov 1961 | British |
| ROBERTSON, Robert James | Director | 2020-09-18 | Apr 1958 | British |
| THOMAS, Jennifer Natasha | Director | 2024-05-01 | Mar 1975 | British |
Show 17 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| AITKEN, William Alexander | Secretary | 1997-02-20 | 1999-06-03 |
| DAVIDSON, Steven Kean | Secretary | 2006-01-18 | 2020-04-01 |
| HAY SMITH, Gordon Robert | Secretary | 2001-05-17 | 2006-01-18 |
| MITCHELL, Rona Helen | Secretary | 1999-06-03 | 2000-11-24 |
| NEILLY, Gordon Joseph | Secretary | — | 1997-02-20 |
| FRIENDS IVORY & SIME PLC | Corporate Secretary | 2000-11-24 | 2001-05-17 |
| ANDERSON, Richard Boscawen | Director | — | 1997-07-04 |
| ANGUS, Robin John | Director | — | 2020-09-18 |
| BUCHAN, Hamish Noble | Director | 2001-07-05 | 2020-09-18 |
| DE SALABERRY, Pascal D'Irumberry | Director | — | 1993-06-11 |
| HAMILTON-SHARP, John Martin Graham | Director | 1990-11-16 | 2013-07-25 |
| MENZIES, John Maxwell | Director | — | 1992-12-31 |
| PAUL, Stuart Watson | Director | 2009-07-16 | 2017-07-20 |
| RUSHBROOK, Frank Paul | Director | 2009-07-16 | 2019-07-11 |
| RUSHBROOK, Ian Frank | Director | 1990-06-11 | 2008-10-12 |
| SHARP, Jean Mary | Director | 2016-07-21 | 2025-07-18 |
| WHITE, Robert Pringle | Director | 1994-02-01 | 2009-07-16 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 865 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-07-30 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-08-18 | AA | accounts | Accounts with accounts type full | |
| 2026-08-03 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-30 | RESOLUTIONS | resolution | Resolution | |
| 2026-06-23 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-06-19 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-06-19 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-06-17 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure | |
| 2026-06-04 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure | |
| 2026-05-28 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-30 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-28 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure | |
| 2026-04-20 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-25 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure | |
| 2026-02-18 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure | |
| 2026-02-16 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure | |
| 2026-01-15 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure | |
| 2026-01-09 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure | |
| 2025-12-31 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure | |
| 2025-12-16 | SH04 | capital | Capital sale or transfer treasury shares with date currency capital figure |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 17
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.