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. For live market cap and overall valuation, see Metrics Income Opportunities Trust (MOT) total market value.
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. See net asset quality index of Metrics Income Opportunities Trust to measure how much of total assets are equity-financed.
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. Also explore how fast is Metrics Income Opportunities Trust growing its equity to track the company's year-over-year net asset growth rate.
| 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 | — |