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Personal Assets Trust PLC
28 Walker Street
Phone: +44 1315386605p:+44 1315386605 EDINBURGH, EH3 7HR  United Kingdom Ticker: PNLPNL

Business Summary
Personal Assets Trust Public Limited Company is a United Kingdom-based investment trust company. The Company’s investment policy is to protect and increase (in that order) the value of shareholders’ funds per share over the long term. The Company uses the FTSE All-Share Index (the All-Share) as a comparator for the purpose of monitoring performance and risk. The Company will invest in equities and fixed income securities, and it also holds cash and cash equivalents and gold. It invests in various sectors, such as technology, food production, financial services, beverages, healthcare, mining, pharmaceuticals, household products and industry. The Company invests in various geographical regions, such as the United Kingdom, United States, Canada, France and Switzerland. Its alternative investment fund manager (AIFM) is Juniper Partners Limited.
(Source: F-4)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
10/31/20234/30/2023Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Non-Executive Independent Chairman of the Board Hamish N.Buchan 76 7/16/2009 7/5/2001
Executive Director Robin J.Angus 65 1/1/2019 5/18/1984
Non-Executive Independent Director Iain G.Ferguson 64 12/1/2017 12/1/2017
3 additional Officers and Directors records available in full report.

Business Names
Business Name
Personal Assets Trust PLC
PNL

General Information
Outstanding Shares: 342,600,372 (As of 4/24/2024)
Shareholders: 4,831
Stock Exchange: LON


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Friday, April 26, 2024