AVI Global Trust PLC Strategic Asset Allocation Index
AVI Global Trust PLC strategic asset allocation index. AVI Global Trust PLC (AGT) has a Strategic Asset Allocation Index of 100.1% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.05 Billion) total GBX1.05 Billion, measured against net assets of GBX1.04 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See AGT equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of AVI Global Trust PLC (2016–2025)
Strategic asset allocation index of AVI Global Trust PLC from 2016 to 2025. This chart shows how AVI Global Trust PLC's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of March 2026, the index stands at 100.1%, representing strategic assets of GBX1.05 Billion against net assets of GBX1.04 Billion GBX. Check AVI Global Trust PLC tangible book value ratio to evaluate the tangible quality of the company's equity base.
AVI Global Trust PLC Strategic Asset Allocation Index by Year (2016–2025)
AVI Global Trust PLC strategic asset allocation index by year from 2016 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for AVI Global Trust PLC from 2016 to 2025, covering 10 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 AVI Global Trust PLC (AGT) total market value.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 106.9% | GBX1.22 Billion | GBX- | GBX1.22 Billion | GBX1.15 Billion | ▼ -1.5 pp |
| 2024 | 108.4% | GBX1.21 Billion | GBX- | GBX1.21 Billion | GBX1.11 Billion | ▼ -2.8 pp |
| 2023 | 111.2% | GBX1.15 Billion | GBX- | GBX1.15 Billion | GBX1.03 Billion | ▲ +9.5 pp |
| 2022 | 101.7% | GBX986.43 Million | GBX- | GBX986.43 Million | GBX969.51 Million | ▼ -3.5 pp |
| 2021 | 105.2% | GBX1.20 Billion | GBX- | GBX1.20 Billion | GBX1.14 Billion | ▼ -3.1 pp |
| 2020 | 108.4% | GBX959.71 Million | GBX- | GBX959.71 Million | GBX885.70 Million | ▲ +4.2 pp |
| 2019 | 104.1% | GBX977.61 Million | GBX- | GBX977.61 Million | GBX938.94 Million | ▼ -1.0 pp |
| 2018 | 105.2% | GBX990.26 Million | GBX- | GBX990.26 Million | GBX941.68 Million | ▼ -0.1 pp |
| 2017 | 105.2% | GBX950.51 Million | GBX- | GBX950.51 Million | GBX903.23 Million | ▲ +0.2 pp |
| 2016 | 105.0% | GBX886.37 Million | GBX- | GBX886.37 Million | GBX843.97 Million | — |