Athelney Trust plc (ATY) — Strategic Asset Allocation Index
Athelney Trust plc (ATY) has a Strategic Asset Allocation Index of 97.2% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX3.55 Million) total GBX3.55 Million, measured against net assets of GBX3.66 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 Athelney Trust plc market cap and net worth.
SAAI
Strategic Assets
PP&E
Net Assets
Athelney Trust plc Strategic Asset Allocation Index (2014–2025)
This chart shows how Athelney 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 97.2%, representing strategic assets of GBX3.55 Million against net assets of GBX3.66 Million GBX. See how leveraged is Athelney Trust plc's balance sheet to measure how much of total assets are equity-financed.
Annual Strategic Asset Allocation Index for Athelney Trust plc (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Athelney 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. Also explore ATY year-over-year net asset growth 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) |
|---|---|---|---|---|---|---|
| 2025 | 97.2% | GBX3.55 Million | GBX- | GBX3.55 Million | GBX3.66 Million | ▼ -0.6 pp |
| 2024 | 97.8% | GBX3.93 Million | GBX- | GBX3.93 Million | GBX4.02 Million | ▲ +0.9 pp |
| 2023 | 96.9% | GBX4.37 Million | GBX- | GBX4.37 Million | GBX4.51 Million | ▲ +8.6 pp |
| 2022 | 88.3% | GBX4.18 Million | GBX- | GBX4.18 Million | GBX4.73 Million | ▼ -7.8 pp |
| 2021 | 96.1% | GBX6.44 Million | GBX- | GBX6.44 Million | GBX6.70 Million | ▼ -0.3 pp |
| 2020 | 96.4% | GBX5.31 Million | GBX- | GBX5.31 Million | GBX5.51 Million | ▲ +1.5 pp |
| 2019 | 94.9% | GBX5.47 Million | GBX- | GBX5.47 Million | GBX5.76 Million | ▼ -0.5 pp |
| 2018 | 95.4% | GBX4.65 Million | GBX- | GBX4.65 Million | GBX4.87 Million | ▼ -1.7 pp |
| 2017 | 97.1% | GBX5.97 Million | GBX- | GBX5.97 Million | GBX6.15 Million | ▲ +2.6 pp |
| 2016 | 94.4% | GBX5.12 Million | GBX- | GBX5.12 Million | GBX5.42 Million | ▼ -2.5 pp |
| 2015 | 96.9% | GBX4.71 Million | GBX- | GBX4.71 Million | GBX4.86 Million | ▼ -1.1 pp |
| 2014 | 98.0% | GBX4.43 Million | GBX- | GBX4.43 Million | GBX4.52 Million | — |