Capital Gearing Trust (CHIX:CGTL) Total Assets: £803.78 Mil (As of Mar. 2026)


CHIX:CGTL Capital Gearing Trust PLC CHIX:CGTL
39 GF Score
Price £47.48
! 3 Warning Signs
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What is Capital Gearing Trust Total Assets?

Capital Gearing Trust CHIX:CGTL 39 Total Assets is £803.78 Mil as of Mar. 2026. GuruFocus rates CHIX:CGTL with a GF Score™ of 39/100. The stock has 3 warning signs investors should review.

Capital Gearing Trust's Total Assets for the quarter that ended in Mar. 2026 was £803.78 Mil.

During the past 12 months, Capital Gearing Trust's average Total Assets Growth Rate was -8.50% per year. During the past 3 years, the average Total Assets Growth Rate was -14.20% per year. During the past 5 years, the average Total Assets Growth Rate was 2.40% per year. During the past 10 years, the average Total Assets Growth Rate was 26.30% per year.

During the past 13 years, Capital Gearing Trust's highest 3-Year average Total Assets Growth Rate was 48.10%. The lowest was -14.20%. And the median was 10.95%.

Total Assets is connected with ROA %. Capital Gearing Trust's annualized ROA % for the quarter that ended in Mar. 2026 was 4.47%. Total Assets is also linked to Revenue through Asset Turnover. Capital Gearing Trust's Asset Turnover for the quarter that ended in Mar. 2026 was 0.02.

Capital Gearing Trust  (CHIX:CGTl) Total Assets Explanation

Total Assets is connected with ROA %.

Capital Gearing Trust's annualized ROA % for the quarter that ended in Mar. 2026 is

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Sep. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=36.446/( (825.498+803.777)/ 2 )
=36.446/814.6375
=4.47 %

Note: The Net Income data used here is two times the semi-annual (Mar. 2026) data.

In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.

Total Assets is linked to total revenue through Asset Turnover.

Capital Gearing Trust's Asset Turnover for the quarter that ended in Mar. 2026 is

Asset Turnover
=Revenue (Q: Mar. 2026 )/( (Total Assets (Q: Sep. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=19.001/( (825.498+803.777)/ 2 )
=19.001/814.6375
=0.02

* 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.

Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.

Capital Gearing Trust Total Assets Related Terms

Capital Gearing Trust Total Assets Historical Data

* Premium members only.

The historical data trend for Capital Gearing Trust's Total Assets 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.

Capital Gearing Trust Total Assets Chart

Capital Gearing Trust Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Total Assets
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1,057.89 1,273.46 1,069.94 913.17 803.78

Capital Gearing Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Total Assets 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 1,069.94 996.99 913.17 825.50 803.78
CHIX:CGTL
39GF Score
Capital Gearing Trust PLC CHIX:CGTL
Total Assets is just one metric. See GF Score™, valuation, warning signs, and more.
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Capital Gearing Trust Total Assets Calculation

Total Assets are all the assets a company owns.

From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.

Capital Gearing Trust's Total Assets for the fiscal year that ended in Mar. 2026 is calculated as

Total Assets=Total Equity (A: Mar. 2026 )+Total Liabilities (A: Mar. 2026 )
=801.311+2.466
=803.78

Capital Gearing Trust's Total Assets for the quarter that ended in Mar. 2026 is calculated as

Total Assets=Total Equity (Q: Mar. 2026 )+Total Liabilities (Q: Mar. 2026 )
=801.311+2.466
=803.78

* 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.

Frequently Asked Questions Learn more about Total Assets →
What does a Total Assets of £803.78 Mil mean?
Capital Gearing Trust (CHIX:CGTL) has a Total Assets of £803.78 Mil as of Mar. 2026. The total amount of assets as recorded on a company's balance sheet. View historical data on Capital Gearing Trust and its competitors.
Is Capital Gearing Trust's Total Assets too high?
Capital Gearing Trust's current Total Assets is £803.78 Mil. Overall, Capital Gearing Trust has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Capital Gearing Trust's Total Assets compare to BLK and BX?
Capital Gearing Trust's Total Assets of £803.78 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Assets for an Asset Management company?
A good Total Assets depends on the Asset Management industry context. However, Total Assets should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Assets mean?
A high Total Assets can signal that a stock is expensive relative to its fundamentals. The total amount of assets as recorded on a company's balance sheet. View historical data on Capital Gearing Trust and its competitors. Capital Gearing Trust's current Total Assets is £803.78 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Capital Gearing Trust stock overvalued right now?
Capital Gearing Trust (CHIX:CGTL) has a current Total Assets of £803.78 Mil. The current Total Assets is £803.78 Mil. Capital Gearing Trust's overall GF Score™ is 39/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Assets calculated?
Total Assets is calculated from a company's financial statements. For Capital Gearing Trust (CHIX:CGTL), the current Total Assets is £803.78 Mil 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.

Capital Gearing Trust Business Description

Other Exchanges CGT:UK
Address C/o Carson Mcdowell Llp, Murray Street, Murray House, Belfast, GBR, BT1 6DN
Capital Gearing Trust PLC as an investment trust, is a UK closed-ended public limited company which invests in a diversified portfolio of assets meeting the investment trust tax conditions. Investment trusts, such as the Company, are long-term investment vehicles and are typically externally managed and overseen by experienced independent. The Company's objective is to preserve and, over time, to grow shareholders real wealth. The company has presence in United States, United Kingdom. Sweden, and Japan.
39GF Score

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Total Assets is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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