Harmony Energy Income Trust PLC (HEIT) — Strategic Asset Allocation Index

Latest as of October 2024: 96.9%

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. Check Harmony Energy Income Trust PLC (HEIT) asset resilience to evaluate the company's liquid asset resilience ratio.

SAAI

96.9%

Strategic Assets / Net Assets

Strategic Assets

GBX194.76 Million

PP&E + LT Investments

PP&E

GBX-

GBX

Net Assets

GBX201.05 Million

GBX

Harmony Energy Income Trust PLC Strategic Asset Allocation Index (2022–2024)

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. See how financially flexible is Harmony Energy Income Trust PLC to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Harmony Energy Income Trust PLC (2022–2024)

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 the full company profile including market capitalisation, 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	—

pp = percentage points