Athelney Trust plc (ATY) — Strategic Asset Allocation Index
Athelney Trust plc (ATY) has a Strategic Asset Allocation Index of 97.3% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX3.93 Million) total GBX3.93 Million, measured against net assets of GBX4.04 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Athelney Trust plc Strategic Asset Allocation Index (2014–2024)
This chart shows how Athelney Trust plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the index stands at 97.3%, representing strategic assets of GBX3.93 Million against net assets of GBX4.04 Million GBX. Explore Athelney Trust plc (ATY) cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Athelney Trust plc (2014–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Athelney Trust 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 ATY market cap overview.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |