AVI Japan Opportunity Trust PLC (AJOT) — 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 AVI Japan Opportunity Trust PLC balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
AVI Japan Opportunity Trust PLC Strategic Asset Allocation Index (2019–2025)
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. For live market cap and overall valuation, see AJOT market cap overview.
Annual Strategic Asset Allocation Index for AVI Japan Opportunity Trust PLC (2019–2025)
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. See AVI Japan Opportunity Trust PLC (AJOT) net assets for net asset value and shareholders' equity analysis.
| 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 | — |