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AVI Global TrustCHIX:AGTL 33 Equity-to-Asset is 0.87 as of Mar. 2026, which is 2% below its 10-year median of 0.89. GuruFocus rates CHIX:AGTL with a GF Score™ of 33/100. The stock has 6 warning signs investors should review. Among 1,618 Asset Management companies, AVI Global Trust ranks better than 55.25% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. AVI Global Trust's Total Stockholders Equity for the quarter that ended in Mar. 2026 was £1,044.20 Mil. AVI Global Trust's Total Assets for the quarter that ended in Mar. 2026 was £1,203.04 Mil.
Therefore, AVI Global Trust's Equity to Asset Ratio for the quarter that ended in Mar. 2026 was 0.87.
The historical rank and industry rank for AVI Global Trust's Equity-to-Asset or its related term are showing as below:
CHIX:AGTl'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.83 Med: 0.89 Max: 0.92
Current: 0.87
During the past 13 years, the highest Equity to Asset Ratio of AVI Global Trust was 0.92. The lowest was 0.83. And the median was 0.89.
CHIX:AGTl's Equity-to-Asset is ranked better than 55.25% of 1618
companies
in the Asset Management industry
Industry Median: 0.83
vs CHIX:AGTl: 0.87
AVI Global Trust (CHIX:AGTl) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
AVI Global Trust Equity-to-Asset Related Terms
AVI Global Trust Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for AVI Global Trust's Equity-to-Asset can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
CHIX:AGTL vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, AVI Global Trust's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
AVI Global Trust Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AVI Global Trust's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where AVI Global Trust's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
AVI Global Trust's Equity to Asset Ratio for the fiscal year that ended in Sep. 2025 is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
AVI Global Trust (CHIX:AGTL) has a Equity-to-Asset of 0.87 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on AVI Global Trust and its competitors. This is near median its historical median of 0.89. Over the past decade, AVI Global Trust's Equity-to-Asset has ranged from 0.83 to 0.92. According to the industry distribution chart, AVI Global Trust ranks #724 out of 1618 companies in the Asset Management industry, placing it in the top 44.7%.
Is AVI Global Trust's Equity-to-Asset too high?
AVI Global Trust's current Equity-to-Asset of 0.87 is near median its 10-year median of 0.89. Over the past 10 years, this metric has ranged from a low of 0.83 to a high of 0.92. The Asset Management industry median Equity-to-Asset is 0.83. AVI Global Trust's value of 0.87 is 4.8% above this industry median. Based on the distribution chart, AVI Global Trust ranks #724 out of 1618 companies in the Asset Management industry, which is above the industry midpoint. Overall, AVI Global Trust has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does AVI Global Trust's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, AVI Global Trust ranks #724 out of 1618 companies for Equity-to-Asset. This puts AVI Global Trust in the upper half of its industry. The industry median Equity-to-Asset is 0.83. AVI Global Trust's value of 0.87 is 4.8% above this benchmark. Historically, AVI Global Trust's own Equity-to-Asset has ranged from 0.83 to 0.92 over the past decade. While the company's 10-year median is 0.89 vs. the industry median of 0.83, AVI Global Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,618 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AVI Global Trust's current Equity-to-Asset of 0.87 is 4.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on AVI Global Trust and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AVI Global Trust's current Equity-to-Asset is 0.87, which is near median its own 10-year median of 0.89. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AVI Global Trust stock overvalued right now?
AVI Global Trust (CHIX:AGTL) has a current Equity-to-Asset of 0.87. The current Equity-to-Asset is 0.87, which is near median its 10-year median of 0.89 and 4.8% above the Asset Management industry median of 0.83. AVI Global Trust's overall GF Score™ is 33/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For AVI Global Trust (CHIX:AGTL), the current Equity-to-Asset is 0.87 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
AVI Global Trust PLC is a closed-end investment trust. Its investment objective is to achieve capital growth through a portfolio of investments, particularly in companies whose shares stand at a discount to estimated underlying net asset value. The company invests in companies listed on stock exchanges in the UK and/or overseas, which includes investment holding companies, investment trusts, and other companies.
33GF Score
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