CT Private Equity Trust PLC Strategic Asset Allocation Index
CT Private Equity Trust PLC strategic asset allocation index. CT Private Equity Trust PLC (CTPE) has a Strategic Asset Allocation Index of 121.4% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX585.07 Million) total GBX585.07 Million, measured against net assets of GBX482.04 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CTPE net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of CT Private Equity Trust PLC (2015–2024)
Strategic asset allocation index of CT Private Equity Trust PLC from 2015 to 2024. This chart shows how CT Private Equity Trust PLC's Strategic Asset Allocation Index has evolved across 10 annual periods from 2015 to 2024. As of June 2025, the index stands at 121.4%, representing strategic assets of GBX585.07 Million against net assets of GBX482.04 Million GBX. Check CTPE intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
CT Private Equity Trust PLC Strategic Asset Allocation Index by Year (2015–2024)
CT Private Equity Trust PLC strategic asset allocation index by year from 2015 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for CT Private Equity Trust PLC from 2015 to 2024, covering 10 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 CTPE market cap.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 115.7% | GBX584.10 Million | GBX- | GBX584.10 Million | GBX504.83 Million | ▼ -2.8 pp |
| 2023 | 118.5% | GBX605.60 Million | GBX- | GBX605.60 Million | GBX511.09 Million | ▲ +16.4 pp |
| 2022 | 102.1% | GBX528.56 Million | GBX- | GBX528.56 Million | GBX517.67 Million | ▲ +0.1 pp |
| 2021 | 102.0% | GBX483.05 Million | GBX- | GBX483.05 Million | GBX473.45 Million | ▼ -16.5 pp |
| 2020 | 118.6% | GBX426.25 Million | GBX- | GBX426.25 Million | GBX359.48 Million | ▲ +4.0 pp |
| 2019 | 114.6% | GBX348.64 Million | GBX- | GBX348.64 Million | GBX304.28 Million | ▲ +11.2 pp |
| 2018 | 103.4% | GBX295.24 Million | GBX- | GBX295.24 Million | GBX285.63 Million | ▲ +2.5 pp |
| 2017 | 100.9% | GBX266.54 Million | GBX- | GBX266.54 Million | GBX264.14 Million | ▲ +8.8 pp |
| 2016 | 92.1% | GBX239.05 Million | GBX- | GBX239.05 Million | GBX259.52 Million | ▼ -7.7 pp |
| 2015 | 99.8% | GBX215.71 Million | GBX- | GBX215.71 Million | GBX216.12 Million | — |