Dunedin Income Growth Investment Trust PLC (DIG) — Strategic Asset Allocation Index
Dunedin Income Growth Investment Trust PLC (DIG) has a Strategic Asset Allocation Index of 106.5% as of July 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX431.83 Million) total GBX431.83 Million, measured against net assets of GBX405.44 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
Dunedin Income Growth Investment Trust PLC Strategic Asset Allocation Index (2015–2025)
This chart shows how Dunedin Income Growth Investment Trust PLC's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of July 2025, the index stands at 106.5%, representing strategic assets of GBX431.83 Million against net assets of GBX405.44 Million GBX. Explore Dunedin Income Growth Investment Trust P operating cash flow efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Dunedin Income Growth Investment Trust PLC (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Dunedin Income Growth Investment Trust PLC from 2015 to 2025, 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 DIG stock market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 110.3% | GBX472.65 Million | GBX- | GBX472.65 Million | GBX428.53 Million | ▲ +4.0 pp |
| 2024 | 106.3% | GBX474.09 Million | GBX- | GBX474.09 Million | GBX445.81 Million | ▼ -0.4 pp |
| 2023 | 106.8% | GBX478.89 Million | GBX- | GBX478.89 Million | GBX448.61 Million | ▼ -1.4 pp |
| 2022 | 108.1% | GBX502.42 Million | GBX- | GBX502.42 Million | GBX464.58 Million | ▼ -0.4 pp |
| 2021 | 108.6% | GBX487.43 Million | GBX- | GBX487.43 Million | GBX448.96 Million | ▲ +3.8 pp |
| 2020 | 104.7% | GBX492.12 Million | GBX- | GBX492.12 Million | GBX469.81 Million | ▼ -11.1 pp |
| 2019 | 115.8% | GBX465.32 Million | GBX- | GBX465.32 Million | GBX401.73 Million | ▲ +1.6 pp |
| 2018 | 114.2% | GBX505.26 Million | GBX- | GBX505.26 Million | GBX442.38 Million | ▲ +1.0 pp |
| 2017 | 113.2% | GBX470.66 Million | GBX- | GBX470.66 Million | GBX415.81 Million | ▼ -5.3 pp |
| 2016 | 118.5% | GBX436.01 Million | GBX- | GBX436.01 Million | GBX368.04 Million | ▲ +10.6 pp |
| 2015 | 107.9% | GBX462.44 Million | GBX- | GBX462.44 Million | GBX428.70 Million | — |