Metrics Income Opportunities Trust (MOT) — Strategic Asset Allocation Index
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. Check how tangible is Metrics Income Opportunities Trust's equity to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
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.
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 live market cap and overall valuation, see Metrics Income Opportunities Trust stock valuation.
| 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$566.33 Million | ▼ -0.1 pp |
| 2022 | 100.2% | AU$560.99 Million | AU$- | AU$560.99 Million | AU$559.84 Million | ▲ +0.6 pp |
| 2021 | 99.6% | AU$350.24 Million | AU$- | AU$350.24 Million | AU$351.73 Million | ▼ -0.1 pp |
| 2020 | 99.7% | AU$346.36 Million | AU$- | AU$346.36 Million | AU$347.38 Million | ▲ +81.7 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 | — |