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. See EDIN equity financing ratio to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see EDIN stock market capitalisation.
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. See EDIN net asset value for net asset value and shareholders' equity analysis.
| 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 | — |