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PERSONAL ASSETS TRUST PLC competitors & alternatives
The 12 closest competitors and alternatives to PERSONAL ASSETS TRUST PLC among asset management companies — ranked by similarity to what PERSONAL ASSETS TRUST PLC actually does, not by market-cap band.
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About PERSONAL ASSETS TRUST PLC
Personal Assets Trust plc is a closed-ended, multi-asset mutual fund managed by Troy Asset Management Limited. The trust strategically allocates capital across global public equity and fixed income markets. Its investment performance is measured against the FTSE All-Share Index. Established in 1983, the company is domiciled in the United Kingdom.
PERSONAL ASSETS TRUST PLC at a glance
PERSONAL ASSETS TRUST PLC is an asset management company headquartered in London, United Kingdom, founded in 1981. It is publicly listed (PNL) with a market capitalisation of $2.3B. Xcout tracks 9 named people at PERSONAL ASSETS TRUST PLC, including Sebastian Lyon (Co-Manager).
PERSONAL ASSETS TRUST PLC leadership
- Sebastian LyonCo-Manager
- Charlotte YongeCo-Manager
- Iain FergusonIndependent Non-Executive Director – Chairman
- Sharon BrownChair of the Audit and Risk Committee
- Gordon NeillyIndependent Non-Executive Director
- Jennifer ThomasIndependent Non-Executive Director
3 more named people on record for PERSONAL ASSETS TRUST PLC, with roles, board committees and tenure — see the full roster →
Top 12 PERSONAL ASSETS TRUST PLC competitors
Ranked by semantic similarity — how close each company is to PERSONAL ASSETS TRUST PLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
Pacific Assets Trust Plc is a closed-end investment trust, which engages in investing on behalf of institutional investors and pension funds, wholesale distributors and platforms, financial advisers, and clients. Its objective is to achieve long-term capital growth through investment in selected companies in the Asia Pacific region and the Indian Subcontinent, but excluding Japan, Australia, and New Zealand. The company was founded on December 21, 1984 and is headquartered in Edinburgh, the United Kingdom.
Similar asset management company
Operating as a closed-ended investment vehicle, Manchester & London Investment Trust plc is managed by M&L Capital Management Limited. Its core strategy involves allocating capital primarily to publicly traded companies within the United Kingdom's equity markets, ensuring diversification across numerous economic sectors. The fund employs rigorous fundamental analysis to identify and invest in companies with strong growth potential. Performance assessment is conducted by comparing its portfolio against the FTSE Actuaries All-Share Index. Established on January 1, 1972, this trust is legally domiciled in the United Kingdom.
Similar asset management company
Founded in London in 1963, Rights and Issues Investment Trust Public Limited Company operates as an independently managed investment trust. The firm primarily allocates its capital to publicly traded small-cap companies within the United Kingdom equity markets. It measures its portfolio's performance against the FTSE All-Share index.
Similar asset management company
The Polar Capital Global Financials Trust plc is a closed-ended equity investment fund, managed by Polar Capital LLP. It strategically allocates capital to publicly listed companies across international markets, concentrating specifically on the financial sector. The fund's investment universe includes businesses of all market capitalizations. Employing an active management style, its performance is evaluated against the MSCI World Financials Index. Established in the United Kingdom on May 17, 2013, the Trust is domiciled there.
Similar asset management company
JPMorgan Claverhouse Investment Trust plc operates as a closed-end equity investment trust, managed by JPMorgan Funds Limited with co-management from JPMorgan Asset Management (UK) Limited. The trust primarily deploys capital within the public equity markets of the United Kingdom. Its investment strategy targets companies across various sectors, with a particular emphasis on large-capitalization stocks that distribute dividends. The fund measures its performance against the FTSE All-Share Index. Established on April 24, 1963, it is registered in the United Kingdom.
Similar asset management company
Managed by Ruffer AIFM Limited, Ruffer Investment Company Limited is a closed-ended balanced fund of funds. It strategically allocates capital across global public equity and fixed income markets, seeking exposure to a diverse range of sectors. The fund primarily invests, either directly or through other pooled investment vehicles, in publicly traded equities, equity-linked securities, and debt instruments issued by corporations, supranational bodies, or government entities. Its performance is evaluated against the FTSE All Share Total Return Index. This Guernsey-domiciled entity was established on June 1, 2004.
Similar asset management company
The Edinburgh Investment Trust plc functions as a closed-ended equity investment vehicle, managed by Majedie Asset Management Limited. This trust primarily dedicates its investments to publicly traded companies across the United Kingdom's equity markets, aiming for broad sectoral diversification. A key aspect of its strategy involves acquiring growth-oriented stocks that also provide dividend distributions. The performance of its portfolio is evaluated against the FTSE All-Share Index. The Edinburgh Investment Trust plc, founded on March 1, 1889, maintains its domicile in the United Kingdom.
Similar asset management company
Liontrust Asset Management Plc is a publicly owned investment manager. The firm also launches equity, fixed income, , multi-asset and managed funds for its clients. It invests into the public equity and multi-asset markets across the globe. The firm was formerly known as River and Mercantile Investment Management Limited. Liontrust Asset Management Plc was founded in 1994 and is based in London, United Kingdom.
Similar asset management company
Jupiter Fund Management Plc operates as a publicly traded asset management firm. It oversees a diverse array of investment vehicles for its clientele, including collective investment schemes, alternative investment strategies, bespoke client portfolios, and multi-manager offerings. The company allocates capital within public stock markets, specifically targeting opportunities in the United Kingdom, continental Europe, and burgeoning global economies. Additionally, its investment scope encompasses debt instruments, pooled investment structures like fund-of-funds, various hedge fund strategies, and funds designed for absolute returns. Established in 1985, its headquarters are located in London, United Kingdom.
Similar asset management company
CT UK Capital & Income Investment Trust Plc is a closed-end investment fund company. Its investment objective is to secure long-term capital and income growth from a portfolio consisting of Financial Times Stock Exchange (FTSE) all-Share companies. The company was founded in 1992 and is headquartered in London, the United Kingdom.
Similar asset management company
The Scottish American Investment Company PLC operates as a closed-ended investment trust, primarily investing in global equities. It is managed by Baillie Gifford & Co Ltd, with OLIM Property Limited providing co-management services. The fund strategically allocates capital across public stock markets worldwide, seeking out dividend-paying growth companies spanning diverse sectors. Its performance is evaluated against a custom benchmark, which combines 50% of the FTSE All-Share Index with 50% of the FTSE All-World Ex UK Index. This long-established entity was founded in 1873 and is domiciled in the United Kingdom.
Similar asset management company
Schroder British Opportunities Trust PLC operates as a UK-domiciled investment vehicle. Its core strategy involves deploying capital into a blend of both publicly traded and privately held equity stakes, with a strong emphasis on companies based within the United Kingdom.
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