Pacific Horizon Investment Trust Overview and Performance

The Pacific Horizon Investment Trust is a UK-based investment trust that offers investors a way to diversify their portfolios with a focus on global equities.

It has a long history, having been established in 1993, and has been managed by the same team for over 20 years.

The trust's investment objective is to provide long-term capital growth through a portfolio of high-quality global equities.

Its investment approach is focused on identifying companies with strong fundamentals and growth potential, and it has a proven track record of delivering returns for its shareholders.

Pacific Horizon Investment Trust has a diverse group of institutional shareholders. The largest shareholder is the City of London Investment Management Co. Ltd., holding 15.14% of the shares.

Rathbones Investment Management Ltd. has increased its stake in the trust, buying an additional 940,000 shares and holding 3.5 million shares overall. This represents a 36.66% increase in their shareholding.

Bill & Melinda Gates Foundation Trust (Investment Management) has also increased its stake, buying 298,000 shares and holding 2.91 million shares. This represents an 11.41% increase in their shareholding.

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Some shareholders have sold their shares in the trust, including Hargreaves Lansdown Asset Management Ltd., which sold 234,000 shares and now holds 2.54 million shares.

Here is a list of the top 5 institutional shareholders in the trust, along with their percentage of shares held:

Pacific Horizon Investment Trust has seen a significant increase in net sales over the years, with a notable jump from -21.32M in 2024 to 42.42M in 2023.

The company's net income has also improved, with a net income of 26.91M in 2023, up from -23.28M in the same period the previous year.

Pacific Horizon Investment Trust's net debt has decreased over time, with a net debt of -4.2M in 2024, down from -12.44M in 2023.

Here's a breakdown of the company's financial performance over the years:

The company's performance has been impressive, with a 1-year return of 26.35% and a 2-year return of 41.13%. The 3-month return has been even more impressive, with a 25.94% increase.

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Pacific Horizon Investment Trust has also been paying dividends to its shareholders, with a total annual dividend of 5.55p over the past 5 years.

The company's net asset value (NAV) has been estimated at 843.46, with a 12-month average premium/discount of -11.67%.

Pacific Horizon Investment Trust has reported earnings results for the full year ended July 31, 2025, with a net return of 5.35B. The company has also announced an equity buyback plan for 13,546,178 shares, representing 14.99% of its issued share capital.

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Trust Information is crucial for making informed investment decisions. The Pacific Horizon Investment Trust is an open-ended investment company, which means its shares can be bought and sold on the London Stock Exchange.

The Trust's objective is to achieve long-term capital growth and income by investing in a diversified portfolio of international equities. This objective is clearly outlined in the Trust's prospectus.

The Trust's investment manager, Pacific Horizon Investment Trust Plc, has a proven track record of managing investments. Their team of experienced professionals has a deep understanding of global markets and economies.

The Trust's shares can be bought and sold through a stockbroker or online trading platform. This provides investors with flexibility and convenience in managing their investments.

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The management team of Pacific Horizon Investment Trust PLC is led by Roderick Snell, who serves as the Corporate Officer/Principal since 2012. He is a seasoned professional with extensive experience in the industry.

Roderick Snell's role is quite impressive, having been with the company for over 9 years. His tenure suggests a high level of commitment and dedication to the trust.

Grant Walker is another key member of the management team, serving as the Sales & Marketing expert. However, his age and joining date are not specified in the provided article section.

Here is a list of the key members of the management team:

Angela Lane is a Director/Board Member, bringing her expertise to the table since 2018. She is 63 years old as of the provided article section.

Richard Studwell and Wee Li Hee are also part of the board, with Richard joining on November 8, 2018, and Wee Li Hee joining on May 31, 2020.

Before investing in Pacific Horizon Investment Trust, it's essential to read the Key Information Document (KID). This document provides crucial information about the trust, including its investment objectives, risks, and charges.

The Key Information Document is a must-read for any potential investor. It's usually available on the trust's website or can be requested directly from the investment company.

To get started with investing in Pacific Horizon Investment Trust, you'll need to read the Key Information Document carefully. This will help you understand the trust's investment strategy, fees, and potential risks.

Here's a summary of the Key Information Document's importance: