Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc Strategic Asset Allocation Index
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc strategic asset allocation index. Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR) has a Strategic Asset Allocation Index of 100.2% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX530.53 Million) total GBX530.53 Million, measured against net assets of GBX529.45 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Schroders Investment Trusts - Schroder A (ATR) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (2014–2025)
Strategic asset allocation index of Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc from 2014 to 2025. This chart shows how Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 100.2%, representing strategic assets of GBX530.53 Million against net assets of GBX529.45 Million GBX. Check Schroders Investment Trusts - Schroder A tangible equity quality to evaluate the tangible quality of the company's equity base.
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc Strategic Asset Allocation Index by Year (2014–2025)
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc strategic asset allocation index by year from 2014 to 2025. 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 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 live market cap and overall valuation, see Schroders Investment Trusts - Schroder A market cap and net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 100.2% | GBX530.53 Million | GBX- | GBX530.53 Million | GBX529.45 Million | ▼ -6.5 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 | — |