AVI Global Trust PLC (AGT) — 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
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 March 2026, the index stands at 100.1%, representing strategic assets of GBX1.05 Billion against net assets of GBX1.04 Billion GBX. For live market cap and overall valuation, see AGT market cap overview.
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. See AVI Global Trust PLC (AGT) shareholders funds for net asset value and shareholders' equity analysis.
| 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 | — |