Edinburgh Worldwide Investment Trust plc (EWI) — Strategic Asset Allocation Index
Edinburgh Worldwide Investment Trust plc (EWI) has a Strategic Asset Allocation Index of 107.9% as of April 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX653.48 Million) total GBX653.48 Million, measured against net assets of GBX605.64 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See EWI equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Edinburgh Worldwide Investment Trust plc Strategic Asset Allocation Index (2015–2024)
This chart shows how Edinburgh Worldwide Investment Trust plc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2015 to 2024. As of April 2025, the index stands at 107.9%, representing strategic assets of GBX653.48 Million against net assets of GBX605.64 Million GBX. For live market cap and overall valuation, see EWI market cap overview.
Annual Strategic Asset Allocation Index for Edinburgh Worldwide Investment Trust plc (2015–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Edinburgh Worldwide Investment Trust plc from 2015 to 2024, covering 10 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 EWI book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 111.1% | GBX705.03 Million | GBX- | GBX705.03 Million | GBX634.60 Million | ▼ -3.7 pp |
| 2023 | 114.8% | GBX671.30 Million | GBX- | GBX671.30 Million | GBX584.74 Million | ▲ +2.3 pp |
| 2022 | 112.5% | GBX872.80 Million | GBX- | GBX872.80 Million | GBX775.57 Million | ▲ +9.9 pp |
| 2021 | 102.6% | GBX1.38 Billion | GBX- | GBX1.38 Billion | GBX1.34 Billion | ▲ +1.6 pp |
| 2020 | 101.1% | GBX1.00 Billion | GBX- | GBX1.00 Billion | GBX991.73 Million | ▼ -5.7 pp |
| 2019 | 106.7% | GBX572.86 Million | GBX- | GBX572.86 Million | GBX536.72 Million | ▲ +1.3 pp |
| 2018 | 105.5% | GBX498.33 Million | GBX- | GBX498.33 Million | GBX472.47 Million | ▼ -3.3 pp |
| 2017 | 108.8% | GBX383.85 Million | GBX- | GBX383.85 Million | GBX352.84 Million | ▼ -0.2 pp |
| 2016 | 109.0% | GBX292.80 Million | GBX- | GBX292.80 Million | GBX268.61 Million | ▼ -1.0 pp |
| 2015 | 110.0% | GBX250.18 Million | GBX- | GBX250.18 Million | GBX227.36 Million | — |