AVI Global Trust PLC (AGT) — Strategic Asset Allocation Index

Latest as of September 2025: 106.9%

AVI Global Trust PLC (AGT) has a Strategic Asset Allocation Index of 106.9% as of September 2025. Strategic assets (PP&E of £- plus long-term investments of £1.22 Billion) total £1.22 Billion, measured against net assets of £1.15 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

106.9%
Strategic Assets / Net Assets

Strategic Assets

£1.22 Billion
PP&E + LT Investments

PP&E

£-
GBP

Net Assets

£1.15 Billion
GBP

AVI Global Trust PLC Strategic Asset Allocation Index (2016–2025)

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 September 2025, the index stands at 106.9%, representing strategic assets of £1.22 Billion against net assets of £1.15 Billion GBP. Explore AGT cash generation efficiency to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for AVI Global Trust PLC (2016–2025)

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 the full company profile including market capitalisation, see AGT company net worth.

Year SAAI Strategic Assets (GBP) PP&E LT Investments Net Assets Change (pp)
2025 106.9% £1.22 Billion £- £1.22 Billion £1.15 Billion ▼ -1.5 pp
2024 108.4% £1.21 Billion £- £1.21 Billion £1.11 Billion ▼ -2.8 pp
2023 111.2% £1.15 Billion £- £1.15 Billion £1.03 Billion ▲ +9.5 pp
2022 101.7% £986.43 Million £- £986.43 Million £969.51 Million ▼ -3.5 pp
2021 105.2% £1.20 Billion £- £1.20 Billion £1.14 Billion ▼ -3.1 pp
2020 108.4% £959.71 Million £- £959.71 Million £885.70 Million ▲ +4.2 pp
2019 104.1% £977.61 Million £- £977.61 Million £938.94 Million ▼ -1.0 pp
2018 105.2% £990.26 Million £- £990.26 Million £941.68 Million ▼ -0.1 pp
2017 105.2% £950.51 Million £- £950.51 Million £903.23 Million ▲ +0.2 pp
2016 105.0% £886.37 Million £- £886.37 Million £843.97 Million
pp = percentage points