European Opportunities Trust plc Strategic Asset Allocation Index

Latest as of May 2025: 106.9%

European Opportunities Trust plc strategic asset allocation index. European Opportunities Trust plc (EOT) has a Strategic Asset Allocation Index of 106.9% as of May 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX644.33 Million) total GBX644.33 Million, measured against net assets of GBX602.77 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of European Opportunities Trust plc to measure how much of total assets are equity-financed.

SAAI

106.9%
Strategic Assets / Net Assets

Strategic Assets

GBX644.33 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX602.77 Million
GBX

Strategic Asset Allocation Index of European Opportunities Trust plc (2018–2025)

Strategic asset allocation index of European Opportunities Trust plc from 2018 to 2025. This chart shows how European Opportunities Trust plc's Strategic Asset Allocation Index has evolved across 8 annual periods from 2018 to 2025. As of May 2025, the index stands at 106.9%, representing strategic assets of GBX644.33 Million against net assets of GBX602.77 Million GBX. Check European Opportunities Trust plc (EOT) tangible equity ratio to evaluate the tangible quality of the company's equity base.

European Opportunities Trust plc Strategic Asset Allocation Index by Year (2018–2025)

European Opportunities Trust plc strategic asset allocation index by year from 2018 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for European Opportunities Trust plc from 2018 to 2025, covering 8 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 live market cap and overall valuation, see European Opportunities Trust plc stock valuation.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2025 106.9% GBX644.33 Million GBX- GBX644.33 Million GBX602.77 Million ▼ -1.3 pp
2024 108.1% GBX709.90 Million GBX- GBX709.90 Million GBX656.44 Million ▼ -0.4 pp
2023 108.5% GBX936.32 Million GBX- GBX936.32 Million GBX862.94 Million ▼ -0.6 pp
2022 109.1% GBX951.75 Million GBX- GBX951.75 Million GBX872.62 Million ▲ +2.5 pp
2021 106.6% GBX936.97 Million GBX- GBX936.97 Million GBX878.99 Million ▲ +7.6 pp
2020 99.0% GBX913.33 Million GBX- GBX913.33 Million GBX922.92 Million ▼ -8.1 pp
2019 107.1% GBX993.25 Million GBX- GBX993.25 Million GBX927.48 Million ▲ +1.0 pp
2018 106.1% GBX926.76 Million GBX- GBX926.76 Million GBX873.20 Million —
pp = percentage points