Aurora Investment Trust plc (ARR) — Strategic Asset Allocation Index
Aurora Investment Trust plc (ARR) has a Strategic Asset Allocation Index of 94.4% as of December 2024. Strategic assets (PP&E of GBX- plus long-term investments of GBX276.92 Million) total GBX276.92 Million, measured against net assets of GBX293.50 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see ARR market cap.
SAAI
Strategic Assets
PP&E
Net Assets
Aurora Investment Trust plc Strategic Asset Allocation Index (2015–2024)
This chart shows how Aurora Investment Trust plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2024. As of December 2024, the index stands at 94.4%, representing strategic assets of GBX276.92 Million against net assets of GBX293.50 Million GBX. See Aurora Investment Trust plc balance sheet independence to measure how much of total assets are equity-financed.
Annual Strategic Asset Allocation Index for Aurora Investment Trust plc (2015–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Aurora Investment Trust plc from 2015 to 2024, covering 11 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. Also explore how fast is Aurora Investment Trust plc growing its equity to track the company's year-over-year net asset growth rate.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 94.4% | GBX276.92 Million | GBX- | GBX276.92 Million | GBX293.50 Million | ▼ -2.5 pp |
| 2023 | 96.9% | GBX202.21 Million | GBX- | GBX202.21 Million | GBX208.71 Million | ▲ +0.5 pp |
| 2022 | 96.4% | GBX149.23 Million | GBX- | GBX149.23 Million | GBX154.78 Million | ▲ +0.3 pp |
| 2021 | 96.1% | GBX186.64 Million | GBX- | GBX186.64 Million | GBX194.19 Million | ▼ -0.8 pp |
| 2020 | 96.9% | GBX157.89 Million | GBX- | GBX157.89 Million | GBX162.92 Million | ▲ +7.0 pp |
| 2019 | 89.9% | GBX138.81 Million | GBX- | GBX138.81 Million | GBX154.36 Million | ▼ -7.7 pp |
| 2018 | 97.6% | GBX98.62 Million | GBX- | GBX98.62 Million | GBX101.00 Million | ▲ +3.1 pp |
| 2017 | 94.5% | GBX82.59 Million | GBX- | GBX82.59 Million | GBX87.37 Million | ▼ -2.4 pp |
| 2016 | 96.9% | GBX49.85 Million | GBX- | GBX49.85 Million | GBX51.44 Million | ▲ +18.6 pp |
| 2016 | 78.3% | GBX14.45 Million | GBX- | GBX14.45 Million | GBX18.44 Million | ▼ -40.9 pp |
| 2015 | 119.2% | GBX21.24 Million | GBX- | GBX21.24 Million | GBX17.82 Million | — |