Pacific Horizon Investment Trust (CHIX:PHIL) Total Assets: £876.5 Mil (As of Jan. 2026)


CHIX:PHIL Pacific Horizon Investment Trust PLC CHIX:PHIL
33 GF Score
Price £5.66
! 6 Warning Signs
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What is Pacific Horizon Investment Trust Total Assets?

Pacific Horizon Investment Trust CHIX:PHIL 33 Total Assets is £876.5 Mil as of Jan. 2026. GuruFocus rates CHIX:PHIL with a GF Score™ of 33/100. The stock has 6 warning signs investors should review.

Pacific Horizon Investment Trust's Total Assets for the quarter that ended in Jan. 2026 was £876.5 Mil.

During the past 12 months, Pacific Horizon Investment Trust's average Total Assets Growth Rate was 37.30% per year. During the past 3 years, the average Total Assets Growth Rate was 2.30% per year. During the past 5 years, the average Total Assets Growth Rate was 8.90% per year. During the past 10 years, the average Total Assets Growth Rate was 20.70% per year.

During the past 13 years, Pacific Horizon Investment Trust's highest 3-Year average Total Assets Growth Rate was 48.40%. The lowest was -5.80%. And the median was 7.70%.

Total Assets is connected with ROA %. Pacific Horizon Investment Trust's annualized ROA % for the quarter that ended in Jan. 2026 was 56.75%. Total Assets is also linked to Revenue through Asset Turnover. Pacific Horizon Investment Trust's Asset Turnover for the quarter that ended in Jan. 2026 was 0.28.

Pacific Horizon Investment Trust  (CHIX:PHIl) Total Assets Explanation

Total Assets is connected with ROA %.

Pacific Horizon Investment Trust's annualized ROA % for the quarter that ended in Jan. 2026 is

ROA %=Net Income (Q: Jan. 2026 )/( (Total Assets (Q: Jul. 2025 )+Total Assets (Q: Jan. 2026 ))/ count )
=434.92/( (656.393+876.489)/ 2 )
=434.92/766.441
=56.75 %

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

Pacific Horizon Investment Trust's Asset Turnover for the quarter that ended in Jan. 2026 is

Asset Turnover
=Revenue (Q: Jan. 2026 )/( (Total Assets (Q: Jul. 2025 )+Total Assets (Q: Jan. 2026 ))/ count )
=217.537/( (656.393+876.489)/ 2 )
=217.537/766.441
=0.28

* 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.

Pacific Horizon Investment Trust Total Assets Related Terms

Pacific Horizon Investment Trust Total Assets Historical Data

* Premium members only.

The historical data trend for Pacific Horizon Investment 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.

Pacific Horizon Investment Trust Total Assets Chart

Pacific Horizon Investment Trust Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
Total Assets
Get a 7-Day Free Trial Premium Member Only Premium Member Only 758.28 615.19 585.61 611.17 656.39

Pacific Horizon Investment Trust Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
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 557.81 611.17 637.22 656.39 876.49
CHIX:PHIL
33GF Score
Pacific Horizon Investment Trust PLC CHIX:PHIL
Total Assets is just one metric. See GF Score™, valuation, warning signs, and more.
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Pacific Horizon Investment 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.

Pacific Horizon Investment Trust's Total Assets for the fiscal year that ended in Jul. 2025 is calculated as

Total Assets=Total Equity (A: Jul. 2025 )+Total Liabilities (A: Jul. 2025 )
=613.357+43.036
=656.4

Pacific Horizon Investment Trust's Total Assets for the quarter that ended in Jan. 2026 is calculated as

Total Assets=Total Equity (Q: Jan. 2026 )+Total Liabilities (Q: Jan. 2026 )
=809.883+66.606
=876.5

* 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 £876.5 Mil mean?
Pacific Horizon Investment Trust (CHIX:PHIL) has a Total Assets of £876.5 Mil as of Jan. 2026. The total amount of assets as recorded on a company's balance sheet. View historical data on Pacific Horizon Investment Trust and its competitors.
Is Pacific Horizon Investment Trust's Total Assets too high?
Pacific Horizon Investment Trust's current Total Assets is £876.5 Mil. Overall, Pacific Horizon Investment Trust has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Pacific Horizon Investment Trust's Total Assets compare to BLK and BX?
Pacific Horizon Investment Trust's Total Assets of £876.5 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 Pacific Horizon Investment Trust and its competitors. Pacific Horizon Investment Trust's current Total Assets is £876.5 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pacific Horizon Investment Trust stock overvalued right now?
Pacific Horizon Investment Trust (CHIX:PHIL) has a current Total Assets of £876.5 Mil. The current Total Assets is £876.5 Mil. Pacific Horizon Investment 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 Total Assets calculated?
Total Assets is calculated from a company's financial statements. For Pacific Horizon Investment Trust (CHIX:PHIL), the current Total Assets is £876.5 Mil as of Jan. 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.

Pacific Horizon Investment Trust Business Description

Other Exchanges PHI:UK
Address 3 St. Helen’s Place, London, GBR, EC3A 6AB
Pacific Horizon Investment Trust PLC is a UK-based investment trust company. The company's objective is to invest in the Asia-Pacific region (excluding Japan) and the Indian sub-continent to achieve capital growth. It aims to achieve capital growth through investment in companies listed on the stock markets of the Asia-Pacific region (excluding Japan) and in the Indian sub-continent, as well as in companies based in the region and investment funds specializing in the region or countries, or sectors. The company may use derivatives to reduce, transfer, or eliminate investment risk in its investments, such as index futures, index options, and currency forward transactions.
33GF 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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