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

Latest as of March 2025: 91.6%

Montanaro UK Smaller Companies Investment Trust PLC (MTU) has a Net Asset Quality Index of 91.6% as of March 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of GBX164.64 Million minus total liabilities of GBX13.84 Million yields net assets of GBX150.80 Million. A higher index indicates a stronger, lower-leverage balance sheet. Check Montanaro UK Smaller Companies Investmen asset resilience ratio to evaluate the company's liquid asset resilience ratio.

Quality Index

91.6%
Equity / Total Assets

Net Assets

GBX150.80 Million
GBX

Total Assets

GBX164.64 Million
GBX

Total Liabilities

GBX13.84 Million
GBX

Montanaro UK Smaller Companies Investment Trust PLC Net Asset Quality Index Over Time (2000–2025)

This chart shows how Montanaro UK Smaller Companies Investment Trust PLC's Net Asset Quality Index has evolved across 26 annual periods from 2000 to 2025. As of March 2025, the index stands at 91.6%, representing net assets of GBX150.80 Million against total assets of GBX164.64 Million GBX. See Montanaro UK Smaller Companies Investmen short-term liquidity ratio to evaluate short-term liquidity relative to the company's equity base.

Annual Net Asset Quality Index for Montanaro UK Smaller Companies Investment Trust PLC (2000–2025)

The table below presents the year-by-year Net Asset Quality Index for Montanaro UK Smaller Companies Investment Trust PLC from 2000 to 2025, covering 26 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see how much is Montanaro UK Smaller Companies Investmen worth.

Year Quality Index Net Assets (GBX) Total Assets Total Liabilities Change (pp)
2025 91.6% GBX150.80 Million GBX164.64 Million GBX13.84 Million ▲ +0.9 pp
2024 90.6% GBX199.08 Million GBX219.63 Million GBX20.55 Million ▲ +0.2 pp
2023 90.4% GBX191.65 Million GBX211.99 Million GBX20.34 Million ▼ -1.4 pp
2022 91.8% GBX226.79 Million GBX247.13 Million GBX20.33 Million ▲ +0.8 pp
2021 91.0% GBX248.67 Million GBX273.25 Million GBX24.59 Million ▲ +0.6 pp
2020 90.4% GBX190.41 Million GBX210.74 Million GBX20.33 Million ▼ -1.1 pp
2019 91.4% GBX216.22 Million GBX236.54 Million GBX20.32 Million ▼ -0.4 pp
2018 91.8% GBX227.34 Million GBX247.68 Million GBX20.34 Million ▲ +0.7 pp
2017 91.1% GBX211.44 Million GBX232.22 Million GBX20.77 Million ▲ +4.1 pp
2016 87.0% GBX191.01 Million GBX219.55 Million GBX28.54 Million ▼ -4.0 pp
2015 91.0% GBX189.02 Million GBX207.70 Million GBX18.68 Million ▼ -1.6 pp
2014 92.6% GBX196.91 Million GBX212.62 Million GBX15.71 Million ▲ +0.9 pp
2013 91.7% GBX177.15 Million GBX193.12 Million GBX15.97 Million ▲ +2.0 pp
2012 89.7% GBX146.15 Million GBX162.91 Million GBX16.76 Million ▲ +0.0 pp
2011 89.7% GBX141.15 Million GBX157.42 Million GBX16.27 Million ▼ -0.2 pp
2010 89.9% GBX101.30 Million GBX112.70 Million GBX11.40 Million ▼ -2.9 pp
2009 92.8% GBX65.59 Million GBX70.72 Million GBX5.13 Million ▲ +5.9 pp
2008 86.9% GBX102.38 Million GBX117.86 Million GBX15.47 Million ▼ -4.5 pp
2007 91.4% GBX130.44 Million GBX142.77 Million GBX12.33 Million ▲ +0.8 pp
2006 90.6% GBX108.76 Million GBX120.08 Million GBX11.31 Million ▲ +2.3 pp
2005 88.3% GBX75.45 Million GBX85.43 Million GBX9.98 Million ▲ +1.0 pp
2004 87.3% GBX63.96 Million GBX73.26 Million GBX9.30 Million ▲ +5.8 pp
2003 81.5% GBX44.00 Million GBX54.00 Million GBX10.00 Million ▼ -12.4 pp
2002 93.9% GBX73.77 Million GBX78.54 Million GBX4.77 Million ▲ +1.7 pp
2001 92.2% GBX88.99 Million GBX96.49 Million GBX7.50 Million ▼ -0.4 pp
2000 92.6% GBX94.01 Million GBX101.51 Million GBX7.50 Million
pp = percentage points