Personal Assets is a defensive multi-asset investment trust whose primary aim is to protect, then grow, shareholders’ capital over the long term. It invests globally across equities, bonds, gold and cash-like assets with a conservative, low-turnover approach. The portfolio is designed for investors who prioritise capital preservation and absolute returns rather than matching a market benchmark.
| Year | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| 2023 | -6.4 | — | -14.3 | — |
| 2024 | 52.9 | — | 44.3 | — |
| 2025 | 123.1 | 132.5% | 114.9 | 159.6% |
| 2026 | 105.2 | -14.6% | 101.7 | -11.5% |
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Other companies on London Stock Exchange: Atalaya Mining Copper, S.A. (ATYM), Mitchells & Butlers plc (MAB), Watches of Switzerland Group PLC (WOSG), Shawbrook Group PLC (SHAW), Resolute Mining Limited (RSG), JPMorgan Emerging Markets Growth & Income plc. (JMGI)