CT UK Capital And Income Investment Trust Plc Strategic Asset Allocation Index
CT UK Capital And Income Investment Trust Plc strategic asset allocation index. CT UK Capital And Income Investment Trust Plc (CTUK) has a Strategic Asset Allocation Index of 103.6% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX348.45 Million) total GBX348.45 Million, measured against net assets of GBX336.32 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of CT UK Capital And Income Investment Trus to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of CT UK Capital And Income Investment Trust Plc (2020–2025)
Strategic asset allocation index of CT UK Capital And Income Investment Trust Plc from 2020 to 2025. This chart shows how CT UK Capital And Income Investment Trust Plc's Strategic Asset Allocation Index has evolved across 6 annual periods from 2020 to 2025. As of September 2025, the index stands at 103.6%, representing strategic assets of GBX348.45 Million against net assets of GBX336.32 Million GBX. Check tangible net worth ratio of CT UK Capital And Income Investment Trus to evaluate the tangible quality of the company's equity base.
CT UK Capital And Income Investment Trust Plc Strategic Asset Allocation Index by Year (2020–2025)
CT UK Capital And Income Investment Trust Plc strategic asset allocation index by year from 2020 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for CT UK Capital And Income Investment Trust Plc from 2020 to 2025, covering 6 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 CT UK Capital And Income Investment Trus market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 103.6% | GBX348.45 Million | GBX- | GBX348.45 Million | GBX336.32 Million | ▼ -4.2 pp |
| 2024 | 107.8% | GBX370.97 Million | GBX- | GBX370.97 Million | GBX343.99 Million | ▲ +1.1 pp |
| 2023 | 106.8% | GBX336.11 Million | GBX- | GBX336.11 Million | GBX314.75 Million | ▼ -0.8 pp |
| 2022 | 107.6% | GBX318.80 Million | GBX- | GBX318.80 Million | GBX296.28 Million | ▲ +1.3 pp |
| 2021 | 106.3% | GBX378.42 Million | GBX- | GBX378.42 Million | GBX355.88 Million | ▼ -0.6 pp |
| 2020 | 106.9% | GBX284.84 Million | GBX- | GBX284.84 Million | GBX266.39 Million | — |