Aquila Energy Efficiency Trust PLC Strategic Asset Allocation Index

Latest as of December 2025: 80.0%

Aquila Energy Efficiency Trust PLC strategic asset allocation index. Aquila Energy Efficiency Trust PLC (AEET) has a Strategic Asset Allocation Index of 80.0% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX28.71 Million) total GBX28.71 Million, measured against net assets of GBX35.87 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Aquila Energy Efficiency Trust PLC (AEET) net asset quality to measure how much of total assets are equity-financed.

SAAI

80.0%
Strategic Assets / Net Assets

Strategic Assets

GBX28.71 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX35.87 Million
GBX

Strategic Asset Allocation Index of Aquila Energy Efficiency Trust PLC (2021–2025)

Strategic asset allocation index of Aquila Energy Efficiency Trust PLC from 2021 to 2025. This chart shows how Aquila Energy Efficiency Trust PLC's Strategic Asset Allocation Index has evolved across 5 annual periods from 2021 to 2025. As of December 2025, the index stands at 80.0%, representing strategic assets of GBX28.71 Million against net assets of GBX35.87 Million GBX. Check AEET goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

Aquila Energy Efficiency Trust PLC Strategic Asset Allocation Index by Year (2021–2025)

Aquila Energy Efficiency Trust PLC strategic asset allocation index by year from 2021 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Aquila Energy Efficiency Trust PLC from 2021 to 2025, covering 5 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 AEET market cap.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2025 80.0% GBX28.71 Million GBX- GBX28.71 Million GBX35.87 Million ▼ -0.8 pp
2024 80.9% GBX56.33 Million GBX- GBX56.33 Million GBX69.67 Million ▲ +11.3 pp
2023 69.6% GBX65.60 Million GBX- GBX65.60 Million GBX94.28 Million ▲ +16.8 pp
2022 52.8% GBX50.29 Million GBX- GBX50.29 Million GBX95.23 Million ▲ +40.2 pp
2021 12.6% GBX12.31 Million GBX- GBX12.31 Million GBX97.38 Million —
pp = percentage points