Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Total Assets : £170.41 Mil (As of Jan. 2024)

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What is Invesco Perpetual UK Smaller Inv Tst Total Assets?

Invesco Perpetual UK Smaller Inv Tst's Total Assets for the quarter that ended in Jan. 2024 was £170.41 Mil.

During the past 12 months, Invesco Perpetual UK Smaller Inv Tst's average Total Assets Growth Rate was -1.50% per year. During the past 3 years, the average Total Assets Growth Rate was -3.20% per year. During the past 5 years, the average Total Assets Growth Rate was 1.00% per year. During the past 10 years, the average Total Assets Growth Rate was -1.00% per year.

During the past 13 years, Invesco Perpetual UK Smaller Inv Tst's highest 3-Year average Total Assets Growth Rate was 20.70%. The lowest was -14.60%. And the median was 4.35%.

Total Assets is connected with ROA %. Invesco Perpetual UK Smaller Inv Tst's annualized ROA % for the quarter that ended in Jan. 2024 was 11.20%. Total Assets is also linked to Revenue through Asset Turnover. Invesco Perpetual UK Smaller Inv Tst's Asset Turnover for the quarter that ended in Jan. 2024 was 0.03.

Invesco Perpetual UK Smaller Inv Tst Total Assets Historical Data

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

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Invesco Perpetual UK Smaller Inv Tst Total Assets Chart

Invesco Perpetual UK Smaller Inv Tst Annual Data

Trend

Jan15

Jan16

Jan17

Jan18

Jan19

Jan20

Jan21

Jan22

Jan23

Jan24

Total Assets

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205.89

192.21

221.51

178.10

170.41

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
Total Assets	Get a 7-Day Free Trial															221.51	190.92	178.10	159.60	170.41

Invesco Perpetual UK Smaller Inv Tst 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.

Invesco Perpetual UK Smaller Inv Tst's Total Assets for the fiscal year that ended in Jan. 2024 is calculated as

Total Assets	=	Total Equity (A: Jan. 2024 )	+	Total Liabilities (A: Jan. 2024 )
	=	161.395	+	9.018
	=	170.41

Invesco Perpetual UK Smaller Inv Tst's Total Assets for the quarter that ended in Jan. 2024 is calculated as

Total Assets	=	Total Equity (Q: Jan. 2024 )	+	Total Liabilities (Q: Jan. 2024 )
	=	161.395	+	9.018
	=	170.41

Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUl) Total Assets Explanation

Total Assets is connected with ROA %.

Invesco Perpetual UK Smaller Inv Tst's annualized ROA % for the quarter that ended in Jan. 2024 is

ROA %	=	Net Income (Q: Jan. 2024 )	/	( (Total Assets (Q: Jul. 2023 )	+	Total Assets (Q: Jan. 2024 ))	/ count )
	=	18.488	/	( (159.603	+	170.413)	/ 2 )
	=	18.488	/	165.008
	=	11.20 %

Note: The Net Income data used here is four times the quarterly (Jan. 2024) 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.

Invesco Perpetual UK Smaller Inv Tst's Asset Turnover for the quarter that ended in Jan. 2024 is

	Asset Turnover
=	Revenue (Q: Jan. 2024 )	/	( (Total Assets (Q: Jul. 2023 )	+	Total Assets (Q: Jan. 2024 ))	/ count )
=	4.838	/	( (159.603	+	170.413)	/ 2 )
=	4.838	/	165.008
=	0.03

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.

Invesco Perpetual UK Smaller Inv Tst Total Assets Related Terms

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

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GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Invesco Perpetual UK Smaller Companies Inv Tst PLC (CHIX:IPUl) » Definitions » Total Assets

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IPU:UK

Address

Perpetual Park Drive, Perpetual Park, Henley-on-Thames, Oxfordshire, GBR, RG9 1HH

Website

https://www.invesco.co.uk

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.

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