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. Check Dunedin Income Growth Investment Trust P (DIG) asset resilience to evaluate the company's liquid asset resilience ratio.
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. See Dunedin Income Growth Investment Trust P (DIG) financial flexibility to measure the company's free cash flow as a share of total liabilities.
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 Dunedin Income Growth Investment Trust P 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 | — |