AVI Japan Opportunity Trust PLC Strategic Asset Allocation Index

Latest as of December 2025: 101.8%

AVI Japan Opportunity Trust PLC strategic asset allocation index. AVI Japan Opportunity Trust PLC (AJOT) has a Strategic Asset Allocation Index of 101.8% as of December 2025. Strategic assets (PP&E of £- plus long-term investments of £432.91 Million) total £432.91 Million, measured against net assets of £425.29 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of AVI Japan Opportunity Trust PLC to measure how much of total assets are equity-financed.

SAAI

101.8%
Strategic Assets / Net Assets

Strategic Assets

£432.91 Million
PP&E + LT Investments

PP&E

£-
GBP

Net Assets

£425.29 Million
GBP

Strategic Asset Allocation Index of AVI Japan Opportunity Trust PLC (2019–2025)

Strategic asset allocation index of AVI Japan Opportunity Trust PLC from 2019 to 2025. This chart shows how AVI Japan Opportunity Trust PLC's Strategic Asset Allocation Index has evolved across 7 annual periods from 2019 to 2025. As of December 2025, the index stands at 101.8%, representing strategic assets of £432.91 Million against net assets of £425.29 Million GBP. Check tangible net worth ratio of AVI Japan Opportunity Trust PLC to evaluate the tangible quality of the company's equity base.

AVI Japan Opportunity Trust PLC Strategic Asset Allocation Index by Year (2019–2025)

AVI Japan Opportunity Trust PLC strategic asset allocation index by year from 2019 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for AVI Japan Opportunity Trust PLC from 2019 to 2025, covering 7 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 Japan Opportunity Trust PLC (AJOT) total market value.

Year SAAI Strategic Assets (GBP) PP&E LT Investments Net Assets Change (pp)
2025 101.8% £432.91 Million £- £432.91 Million £425.29 Million ▼ -2.4 pp
2024 104.2% £220.87 Million £- £220.87 Million £211.98 Million ▲ +2.6 pp
2023 101.6% £185.86 Million £- £185.86 Million £182.94 Million ▼ -3.5 pp
2022 105.1% £164.32 Million £- £164.32 Million £156.40 Million ▼ -1.5 pp
2021 106.6% £171.25 Million £- £171.25 Million £160.72 Million ▼ -0.2 pp
2020 106.8% £136.62 Million £- £136.62 Million £127.95 Million ▲ +8.4 pp
2019 98.4% £125.53 Million £- £125.53 Million £127.61 Million —
pp = percentage points