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. Check ATY tangible net worth ratio to evaluate the tangible quality of the company's equity base.
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.
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. For live market cap and overall valuation, see Athelney Trust plc market cap and net worth.
| 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 | — |