Aberforth Smaller Companies Trust PLC (ASL) — Strategic Asset Allocation Index
Aberforth Smaller Companies Trust PLC (ASL) has a Strategic Asset Allocation Index of 104.8% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.46 Billion) total GBX1.46 Billion, measured against net assets of GBX1.39 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Aberforth Smaller Companies Trust PLC Strategic Asset Allocation Index (2014–2025)
This chart shows how Aberforth Smaller Companies Trust PLC's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 104.8%, representing strategic assets of GBX1.46 Billion against net assets of GBX1.39 Billion GBX. Explore cash flow conversion of Aberforth Smaller Companies Trust PLC to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Aberforth Smaller Companies Trust PLC (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Aberforth Smaller Companies Trust PLC from 2014 to 2025, covering 12 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 Aberforth Smaller Companies Trust PLC (ASL) market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 104.8% | GBX1.46 Billion | GBX- | GBX1.46 Billion | GBX1.39 Billion | ▼ -2.4 pp |
| 2024 | 107.2% | GBX1.50 Billion | GBX- | GBX1.50 Billion | GBX1.40 Billion | ▲ +2.0 pp |
| 2023 | 105.1% | GBX1.36 Billion | GBX- | GBX1.36 Billion | GBX1.30 Billion | ▼ -0.6 pp |
| 2022 | 105.7% | GBX1.32 Billion | GBX- | GBX1.32 Billion | GBX1.25 Billion | ▲ +0.1 pp |
| 2021 | 105.6% | GBX1.55 Billion | GBX- | GBX1.55 Billion | GBX1.47 Billion | ▼ -0.5 pp |
| 2020 | 106.1% | GBX1.22 Billion | GBX- | GBX1.22 Billion | GBX1.15 Billion | ▲ +5.3 pp |
| 2019 | 100.8% | GBX1.42 Billion | GBX- | GBX1.42 Billion | GBX1.41 Billion | ▼ -0.5 pp |
| 2018 | 101.3% | GBX1.17 Billion | GBX- | GBX1.17 Billion | GBX1.15 Billion | ▲ +0.9 pp |
| 2017 | 100.3% | GBX1.44 Billion | GBX- | GBX1.44 Billion | GBX1.44 Billion | ▼ -2.4 pp |
| 2016 | 102.7% | GBX1.25 Billion | GBX- | GBX1.25 Billion | GBX1.22 Billion | ▲ +2.4 pp |
| 2015 | 100.3% | GBX1.20 Billion | GBX- | GBX1.20 Billion | GBX1.19 Billion | ▼ -2.5 pp |
| 2014 | 102.8% | GBX1.14 Billion | GBX- | GBX1.14 Billion | GBX1.11 Billion | — |