AVI Japan Opportunity Trust PLC (AJOT) — Strategic Asset Allocation Index

Latest as of December 2024: 104.2%

AVI Japan Opportunity Trust PLC (AJOT) has a Strategic Asset Allocation Index of 104.2% as of December 2024. Strategic assets (PP&E of £- plus long-term investments of £220.87 Million) total £220.87 Million, measured against net assets of £211.98 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

104.2%
Strategic Assets / Net Assets

Strategic Assets

£220.87 Million
PP&E + LT Investments

PP&E

£-
GBP

Net Assets

£211.98 Million
GBP

AVI Japan Opportunity Trust PLC Strategic Asset Allocation Index (2019–2024)

This chart shows how AVI Japan Opportunity Trust PLC's Strategic Asset Allocation Index has evolved across 6 annual periods from 2019 to 2024. As of December 2024, the index stands at 104.2%, representing strategic assets of £220.87 Million against net assets of £211.98 Million GBP. Explore AJOT operating cash flow to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for AVI Japan Opportunity Trust PLC (2019–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for AVI Japan Opportunity Trust PLC from 2019 to 2024, covering 6 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 AVI Japan Opportunity Trust PLC (AJOT) total market value.

Year SAAI Strategic Assets (GBP) PP&E LT Investments Net Assets Change (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