Harmony Energy Income Trust PLC Strategic Asset Allocation Index
Harmony Energy Income Trust PLC strategic asset allocation index. Harmony Energy Income Trust PLC (HEIT) has a Strategic Asset Allocation Index of 96.9% as of October 2024. Strategic assets (PP&E of GBX- plus long-term investments of GBX194.76 Million) total GBX194.76 Million, measured against net assets of GBX201.05 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See HEIT net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Harmony Energy Income Trust PLC (2022–2024)
Strategic asset allocation index of Harmony Energy Income Trust PLC from 2022 to 2024. This chart shows how Harmony Energy Income Trust PLC's Strategic Asset Allocation Index has evolved across 3 annual periods from 2022 to 2024. As of October 2024, the index stands at 96.9%, representing strategic assets of GBX194.76 Million against net assets of GBX201.05 Million GBX. Check Harmony Energy Income Trust PLC (HEIT) tangible equity ratio to evaluate the tangible quality of the company's equity base.
Harmony Energy Income Trust PLC Strategic Asset Allocation Index by Year (2022–2024)
Harmony Energy Income Trust PLC strategic asset allocation index by year from 2022 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Harmony Energy Income Trust PLC from 2022 to 2024, covering 3 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 Harmony Energy Income Trust PLC (HEIT) total market value.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 96.9% | GBX194.76 Million | GBX- | GBX194.76 Million | GBX201.05 Million | ▲ +5.3 pp |
| 2023 | 91.6% | GBX240.03 Million | GBX- | GBX240.03 Million | GBX262.11 Million | ▲ +35.9 pp |
| 2022 | 55.7% | GBX141.03 Million | GBX- | GBX141.03 Million | GBX253.16 Million | — |