Edinburgh Investment Trust (EDIN) — Strategic Asset Allocation Index
Edinburgh Investment Trust (EDIN) has a Strategic Asset Allocation Index of 110.2% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.17 Billion) total GBX1.17 Billion, measured against net assets of GBX1.06 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Edinburgh Investment Trust (EDIN) asset resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Edinburgh Investment Trust Strategic Asset Allocation Index (2015–2026)
This chart shows how Edinburgh Investment Trust's Strategic Asset Allocation Index has evolved across 12 annual periods from 2015 to 2026. As of March 2026, the index stands at 110.2%, representing strategic assets of GBX1.17 Billion against net assets of GBX1.06 Billion GBX. See financial agility of Edinburgh Investment Trust to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Edinburgh Investment Trust (2015–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Edinburgh Investment Trust from 2015 to 2026, covering 12 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 how much is Edinburgh Investment Trust worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 110.2% | GBX1.17 Billion | GBX- | GBX1.17 Billion | GBX1.06 Billion | ▲ +0.9 pp |
| 2025 | 109.3% | GBX1.23 Billion | GBX- | GBX1.23 Billion | GBX1.13 Billion | ▲ +3.0 pp |
| 2024 | 106.3% | GBX1.21 Billion | GBX- | GBX1.21 Billion | GBX1.14 Billion | ▼ -1.4 pp |
| 2023 | 107.7% | GBX1.23 Billion | GBX- | GBX1.23 Billion | GBX1.14 Billion | ▲ +4.0 pp |
| 2022 | 103.6% | GBX1.22 Billion | GBX- | GBX1.22 Billion | GBX1.18 Billion | ▼ -1.8 pp |
| 2021 | 105.5% | GBX1.15 Billion | GBX- | GBX1.15 Billion | GBX1.09 Billion | ▼ -0.2 pp |
| 2020 | 105.7% | GBX922.43 Million | GBX- | GBX922.43 Million | GBX872.48 Million | ▼ -2.9 pp |
| 2019 | 108.6% | GBX1.50 Billion | GBX- | GBX1.50 Billion | GBX1.38 Billion | ▼ -1.1 pp |
| 2018 | 109.7% | GBX1.54 Billion | GBX- | GBX1.54 Billion | GBX1.40 Billion | ▼ -3.1 pp |
| 2017 | 112.8% | GBX1.73 Billion | GBX- | GBX1.73 Billion | GBX1.54 Billion | ▲ +0.5 pp |
| 2016 | 112.3% | GBX1.56 Billion | GBX- | GBX1.56 Billion | GBX1.39 Billion | ▲ +2.4 pp |
| 2015 | 109.9% | GBX1.51 Billion | GBX- | GBX1.51 Billion | GBX1.38 Billion | — |