CT UK Capital And Income Investment Trust Plc (CTUK) — 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. Check CT UK Capital And Income Investment Trus liquidity resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
CT UK Capital And Income Investment Trust Plc Strategic Asset Allocation Index (2020–2025)
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. See CT UK Capital And Income Investment Trus (CTUK) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for CT UK Capital And Income Investment Trust Plc (2020–2025)
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 the full company profile including market capitalisation, see CTUK market cap overview.
| 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 | — |