Edinburgh Worldwide Investment Trust plc Strategic Asset Allocation Index
Edinburgh Worldwide Investment Trust plc 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 Edinburgh Worldwide Investment Trust plc balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Edinburgh Worldwide Investment Trust plc (2015–2024)
Strategic asset allocation index of Edinburgh Worldwide Investment Trust plc from 2015 to 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. Check EWI goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Edinburgh Worldwide Investment Trust plc Strategic Asset Allocation Index by Year (2015–2024)
Edinburgh Worldwide Investment Trust plc strategic asset allocation index by year from 2015 to 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. For live market cap and overall valuation, see Edinburgh Worldwide Investment Trust plc market capitalisation.
| 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 | — |