Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR) — Strategic Asset Allocation Index
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR) has a Strategic Asset Allocation Index of 104.5% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX472.73 Million) total GBX472.73 Million, measured against net assets of GBX452.39 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how resilient are Schroders Investment Trusts - Schroder A's assets to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc Strategic Asset Allocation Index (2014–2024)
This chart shows how Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the index stands at 104.5%, representing strategic assets of GBX472.73 Million against net assets of GBX452.39 Million GBX. See ATR free cash flow debt coverage to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (2014–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc from 2014 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. For the full company profile including market capitalisation, see Schroders Investment Trusts - Schroder A market cap and net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 106.7% | GBX507.93 Million | GBX- | GBX507.93 Million | GBX476.08 Million | ▼ -1.3 pp |
| 2023 | 108.0% | GBX484.19 Million | GBX- | GBX484.19 Million | GBX448.48 Million | ▼ -1.2 pp |
| 2022 | 109.1% | GBX499.31 Million | GBX- | GBX499.31 Million | GBX457.47 Million | ▲ +0.4 pp |
| 2021 | 108.8% | GBX600.18 Million | GBX- | GBX600.18 Million | GBX551.75 Million | ▲ +2.4 pp |
| 2020 | 106.4% | GBX514.62 Million | GBX- | GBX514.62 Million | GBX483.55 Million | ▲ +3.3 pp |
| 2019 | 103.1% | GBX369.01 Million | GBX- | GBX369.01 Million | GBX357.87 Million | ▲ +3.7 pp |
| 2018 | 99.4% | GBX292.02 Million | GBX- | GBX292.02 Million | GBX293.78 Million | ▼ -301.5 pp |
| 2017 | 400.9% | GBX1.18 Billion | GBX867.91 Million | GBX312.39 Million | GBX294.43 Million | ▼ -109.3 pp |
| 2016 | 510.2% | GBX994.95 Million | GBX784.32 Million | GBX210.63 Million | GBX195.02 Million | ▼ -87.0 pp |
| 2015 | 597.2% | GBX920.79 Million | GBX765.38 Million | GBX155.40 Million | GBX154.19 Million | ▼ -34.2 pp |
| 2014 | 631.4% | GBX961.91 Million | GBX811.65 Million | GBX150.26 Million | GBX152.34 Million | — |