Risk Warning The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.
Date: Friday 05 Jun 2015
LONDON (ShareCast) - Self-managed investment trust Personal Assets Trust outperformed its benchmark index this year.
The FTSE 250 group posted a 4.8% total return on net asset value per share in the year to 30 April compared with a 3.9% total return from the FTSE All-Share Index.
The trust said it retained a high level of liquidity in the period, which amounted to 59.9% at the end of April, including 22.1% in UK cash and cash equivalents and 37.8% in various classes of non-equity risk assets.
"We kept pace with their modest rise as equities held on to their strong gains of recent years, buoyed on an ever-rising tide of liquidity," said the trust's Investment Adviser Sebastian Lyon.
On Friday, Personal Assets Trust shares closed down 0.34% to 35,050.00p.
|52 Week High||47,500.00p|
|52 Week Low||42,850.00p|
Compare performance with the sector and the market.
|4th Interim||3rd Interim|
|Time||Volume / Share Price|
|13:03||2,000 @ 47,310.00p|
|16:35||125 @ 47,400.00p|
|16:28||6 @ 47,350.00p|
|16:26||10 @ 47,350.00p|
|16:26||4 @ 47,350.00p|