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Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Equity-to-Asset : 0.95 (As of Jan. 2024)


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What is Invesco Perpetual UK Smaller Inv Tst Equity-to-Asset?

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Invesco Perpetual UK Smaller Inv Tst's Total Stockholders Equity for the quarter that ended in Jan. 2024 was £161.40 Mil. Invesco Perpetual UK Smaller Inv Tst's Total Assets for the quarter that ended in Jan. 2024 was £170.41 Mil. Therefore, Invesco Perpetual UK Smaller Inv Tst's Equity to Asset Ratio for the quarter that ended in Jan. 2024 was 0.95.

The historical rank and industry rank for Invesco Perpetual UK Smaller Inv Tst's Equity-to-Asset or its related term are showing as below:

CHIX:IPUl' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.95   Med: 0.99   Max: 1
Current: 0.95

During the past 13 years, the highest Equity to Asset Ratio of Invesco Perpetual UK Smaller Inv Tst was 1.00. The lowest was 0.95. And the median was 0.99.

CHIX:IPUl's Equity-to-Asset is ranked better than
71.83% of 1725 companies
in the Asset Management industry
Industry Median: 0.83 vs CHIX:IPUl: 0.95

Invesco Perpetual UK Smaller Inv Tst Equity-to-Asset Historical Data

The historical data trend for Invesco Perpetual UK Smaller Inv Tst'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.

* Premium members only.

Invesco Perpetual UK Smaller Inv Tst Equity-to-Asset Chart

Invesco Perpetual UK Smaller Inv Tst Annual Data
Trend Jan15 Jan16 Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.00 1.00 1.00 0.98 0.95

Invesco Perpetual UK Smaller Inv Tst Quarterly Data
Jul14 Jan15 Jul15 Jan16 Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24
Equity-to-Asset Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.00 1.00 0.98 1.00 0.95

Competitive Comparison of Invesco Perpetual UK Smaller Inv Tst's Equity-to-Asset

For the Asset Management subindustry, Invesco Perpetual UK Smaller Inv Tst'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.


Invesco Perpetual UK Smaller Inv Tst's Equity-to-Asset Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco Perpetual UK Smaller Inv Tst's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Invesco Perpetual UK Smaller Inv Tst's Equity-to-Asset falls into.



Invesco Perpetual UK Smaller Inv Tst Equity-to-Asset Calculation

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.

Invesco Perpetual UK Smaller Inv Tst's Equity to Asset Ratio for the fiscal year that ended in Jan. 2024 is calculated as

Equity to Asset (A: Jan. 2024 )=Total Stockholders Equity/Total Assets
=161.395/170.413
=0.95

Invesco Perpetual UK Smaller Inv Tst's Equity to Asset Ratio for the quarter that ended in Jan. 2024 is calculated as

Equity to Asset (Q: Jan. 2024 )=Total Stockholders Equity/Total Assets
=161.395/170.413
=0.95

* 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.


Invesco Perpetual UK Smaller Inv Tst  (CHIX:IPUl) 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%.


Invesco Perpetual UK Smaller Inv Tst Equity-to-Asset Related Terms

Thank you for viewing the detailed overview of Invesco Perpetual UK Smaller Inv Tst's Equity-to-Asset provided by GuruFocus.com. Please click on the following links to see related term pages.


Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Business Description

Traded in Other Exchanges
Address
Perpetual Park Drive, Perpetual Park, Henley-on-Thames, Oxfordshire, GBR, RG9 1HH
Invesco Perpetual UK Smaller Companies Inv Tst PLC is an investment trust based in the United Kingdom. The company's investment objective is to achieve a long-term total return for shareholders primarily by investment in a broad cross-section of small to medium-sized UK quoted companies.

Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Headlines

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