Montanaro UK Smaller Companies Investment Trust PLC (MTU) — Net Asset Momentum

Latest YoY growth as of March 2026: -24.0%

Montanaro UK Smaller Companies Investment Trust PLC (MTU) recorded a net asset momentum of -24.0% as of March 2026, with net assets of GBX114.60 Million GBX. Net Asset Momentum measures the year-over-year percentage change in net assets (total assets minus total liabilities), indicating how rapidly the company is building or eroding its equity base. See MTU book value for net asset value and shareholders' equity analysis.

YoY Momentum

-24.0%
Year-over-year

Current Net Assets

GBX114.60 Million
GBX · March 2026

Years of Data

27
2000 – 2026

Country

UK
LSE

Montanaro UK Smaller Companies Investment Trust PLC Net Asset Momentum (2000–2026)

This chart tracks Montanaro UK Smaller Companies Investment Trust PLC's year-over-year net asset growth across 27 annual reporting periods from 2000 to 2026. The most recent momentum reading is -24.0%, with net assets of GBX114.60 Million GBX as of March 2026. For live market cap and overall valuation, see MTU market cap.

Annual Net Asset History for Montanaro UK Smaller Companies Investment Trust PLC (2000–2026)

The table below shows the complete annual net asset history for Montanaro UK Smaller Companies Investment Trust PLC from 2000 to 2026, covering 27 yearly periods. Each row includes total assets, total liabilities, net assets, and the year-over-year momentum figure for that period. Check MTU tangible net worth ratio to evaluate the tangible quality of the company's equity base.

Year Net Assets (GBX) Total Assets Total Liabilities YoY Momentum
2026 GBX114.60 Million GBX126.08 Million GBX11.48 Million ▼ -24.0%
2025 GBX150.80 Million GBX164.64 Million GBX13.84 Million ▼ -24.3%
2024 GBX199.08 Million GBX219.63 Million GBX20.55 Million ▲ +3.9%
2023 GBX191.65 Million GBX211.99 Million GBX20.34 Million ▼ -15.5%
2022 GBX226.79 Million GBX247.13 Million GBX20.33 Million ▼ -8.8%
2021 GBX248.67 Million GBX273.25 Million GBX24.59 Million ▲ +30.6%
2020 GBX190.41 Million GBX210.74 Million GBX20.33 Million ▼ -11.9%
2019 GBX216.22 Million GBX236.54 Million GBX20.32 Million ▼ -4.9%
2018 GBX227.34 Million GBX247.68 Million GBX20.34 Million ▲ +7.5%
2017 GBX211.44 Million GBX232.22 Million GBX20.77 Million ▲ +10.7%
2016 GBX191.01 Million GBX219.55 Million GBX28.54 Million ▲ +1.1%
2015 GBX189.02 Million GBX207.70 Million GBX18.68 Million ▼ -4.0%
2014 GBX196.91 Million GBX212.62 Million GBX15.71 Million ▲ +11.2%
2013 GBX177.15 Million GBX193.12 Million GBX15.97 Million ▲ +21.2%
2012 GBX146.15 Million GBX162.91 Million GBX16.76 Million ▲ +3.5%
2011 GBX141.15 Million GBX157.42 Million GBX16.27 Million ▲ +39.3%
2010 GBX101.30 Million GBX112.70 Million GBX11.40 Million ▲ +54.4%
2009 GBX65.59 Million GBX70.72 Million GBX5.13 Million ▼ -35.9%
2008 GBX102.38 Million GBX117.86 Million GBX15.47 Million ▼ -21.5%
2007 GBX130.44 Million GBX142.77 Million GBX12.33 Million ▲ +19.9%
2006 GBX108.76 Million GBX120.08 Million GBX11.31 Million ▲ +44.1%
2005 GBX75.45 Million GBX85.43 Million GBX9.98 Million ▲ +18.0%
2004 GBX63.96 Million GBX73.26 Million GBX9.30 Million ▲ +45.4%
2003 GBX44.00 Million GBX54.00 Million GBX10.00 Million ▼ -40.4%
2002 GBX73.77 Million GBX78.54 Million GBX4.77 Million ▼ -17.1%
2001 GBX88.99 Million GBX96.49 Million GBX7.50 Million ▼ -5.3%
2000 GBX94.01 Million GBX101.51 Million GBX7.50 Million