LSE - Delayed Quote GBp

Personal Assets Ord (PNL.L)

518.00
+2.00
(-0.00%)
At close: 4:53:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 2.78%
5y Average Return 4.73%
Number of Years Up 33
Number of Years Down 8
Best 1Y Total Return (Jun 5, 2025) 14.58%
Worst 1Y Total Return (Jun 5, 2025) --
Best 3Y Total Return 14.58%
Worst 3Y Total Return 1.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PNL.L
Category
YTD
2.45%
0.00%
1-Month
0.30%
0.00%
3-Month
-0.35%
0.00%
1-Year
6.72%
0.00%
3-Year
3.07%
0.00%
5-Year
5.21%
0.00%
10-Year
5.39%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
PNL.L
Category
2025
--
--
2024
6.78%
--
2023
2.90%
--
2022
-3.60%
--
2021
11.30%
--
2020
8.71%
--
2019
9.68%
--
2018
-3.14%
--

2017
6.21%
--
2016
11.85%
--
2015
3.37%
--
2014
7.78%
--
2013
-2.18%
--
2012
3.70%
--
2011
9.76%
--
2010
14.58%
--
2009
17.43%
--
2008
-5.56%
--
2007
-0.27%
--
2006
8.05%
--
2005
12.88%
--
2004
8.23%
--
2003
16.62%
--
2002
-8.26%
--
2001
-1.45%
--
2000
0.41%
--
1999
13.73%
--
1998
17.03%
--
1997
31.52%
--
1996
20.12%
--
1995
22.12%
--
1994
0.40%
--
1993
21.35%
--
1992
18.26%
--
1991
36.31%
--
1990
-21.33%
--
1989
17.00%
--
1988
8.57%
--
1987
5.79%
--
1986
17.29%
--
1985
11.62%
--
1984
20.22%
--
1983
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.15% -- -- --
2024 2.42% 1.02% 1.66% 1.51%
2023 2.62% -1.59% -0.54% 2.45%
2022 0.50% -4.70% 0.09% 0.57%
2021 0.13% 6.40% 1.97% 2.45%
2020 -2.08% 7.39% 2.48% 0.87%
2019 4.05% 3.79% 1.62% -0.06%
2018 -3.35% 0.31% 1.57% -1.63%
2017 4.25% 0.41% -0.46% 1.93%
2016 5.33% 6.02% 1.49% -1.32%

2015 2.01% -2.65% 0.46% 3.61%
2014 2.48% 1.84% 0.24% 3.03%
2013 6.76% -7.22% -0.77% -0.48%
2012 2.14% 0.99% 3.58% -2.95%
2011 0.39% 4.23% 0.87% 3.98%
2010 5.25% -1.23% 6.66% 3.33%
2009 -4.98% 2.38% 14.14% 5.75%
2008 -0.92% 1.03% -5.92% 0.28%
2007 0.38% 2.30% -2.70% -0.18%
2006 3.88% -1.05% 2.11% 2.94%
2005 2.13% 3.70% 4.51% 1.98%
2004 -0.34% 0.98% 2.66% 4.76%
2003 -2.68% 11.19% 1.64% 6.03%
2002 1.90% -2.78% -9.32% 2.12%
2001 -1.16% 3.01% -4.80% 1.68%
2000 -3.98% 2.51% 1.02% 0.98%
1999 4.81% 3.25% -2.43% 7.71%
1998 10.54% 2.09% -8.76% 13.65%
1997 6.94% 5.66% 10.25% 5.58%
1996 6.51% 3.15% 4.89% 4.23%
1995 1.33% 6.05% 9.55% 3.74%
1994 -2.80% -5.79% 6.34% 3.10%
1993 4.73% 0.39% 6.41% 8.47%
1992 2.51% -2.47% 1.17% 16.91%
1991 22.44% 3.24% 9.97% -1.94%
1990 -6.20% -3.02% -17.50% 4.83%
1989 10.32% 4.58% 5.50% -3.87%
1988 5.12% 1.99% -0.36% 1.63%
1987 25.10% 7.67% -0.60% -20.99%
1986 9.05% 3.92% 1.24% 2.24%
1985 9.28% -3.78% -4.19% 10.80%
1984 -4.28% 0.02% 8.74% 15.48%
1983 -8.15% -- -- --

Rank in Category (By Total Return)

YTD 19
1-Month 31
3-Month 27
1-Year 13
3-Year 31
5-Year 31

Load Adjusted Returns

1-Year 6.72%
3-Year 3.07%
5-Year 5.21%
10-Year 5.39%

Performance & Risk

YTD Return 2.78%
5y Average Return 4.73%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.44
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Troy Asset Management Limited
Net Assets 1.62B
YTD Return 2.45%
Yield 1.41%
Morningstar Rating
Inception Date Jul 22, 1983

Fund Summary

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