Metrics Income Opportunities Trust (MOT) — Strategic Asset Allocation Index

Latest as of June 2025: 100.1%

Metrics Income Opportunities Trust (MOT) has a Strategic Asset Allocation Index of 100.1% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$713.66 Million) total AU$713.66 Million, measured against net assets of AU$713.07 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

100.1%
Strategic Assets / Net Assets

Strategic Assets

AU$713.66 Million
PP&E + LT Investments

PP&E

AU$-
AUD

Net Assets

AU$713.07 Million
AUD

Metrics Income Opportunities Trust Strategic Asset Allocation Index (2014–2025)

This chart shows how Metrics Income Opportunities Trust's Strategic Asset Allocation Index has evolved across 8 annual periods from 2014 to 2025. As of June 2025, the index stands at 100.1%, representing strategic assets of AU$713.66 Million against net assets of AU$713.07 Million AUD. Explore Metrics Income Opportunities Trust operating cash flow efficiency to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Metrics Income Opportunities Trust (2014–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Metrics Income Opportunities Trust from 2014 to 2025, covering 8 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Metrics Income Opportunities Trust (MOT) market capitalisation.

Year SAAI Strategic Assets (AUD) PP&E LT Investments Net Assets Change (pp)
2025 100.1% AU$713.66 Million AU$- AU$713.66 Million AU$713.07 Million ▲ +0.1 pp
2024 100.0% AU$708.69 Million AU$- AU$708.69 Million AU$708.98 Million ▼ -0.1 pp
2023 100.1% AU$566.94 Million AU$- AU$566.94 Million AU$566.42 Million ▼ -0.1 pp
2022 100.2% AU$560.99 Million AU$- AU$560.99 Million AU$560.00 Million ▲ +0.6 pp
2021 99.6% AU$350.24 Million AU$- AU$350.24 Million AU$351.80 Million ▲ +0.8 pp
2020 98.7% AU$346.36 Million AU$- AU$346.36 Million AU$350.81 Million ▲ +80.7 pp
2015 18.0% AU$174.29K AU$- AU$174.29K AU$968.18K ▲ +17.9 pp
2014 0.1% AU$490.00 AU$- AU$490.00 AU$833.53K
pp = percentage points