Henderson European Focus Trust Plc (HET) — Strategic Asset Allocation Index

Latest as of March 2025: 101.5%

Henderson European Focus Trust Plc (HET) has a Strategic Asset Allocation Index of 101.5% as of March 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX627.42 Million) total GBX627.42 Million, measured against net assets of GBX618.05 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

101.5%
Strategic Assets / Net Assets

Strategic Assets

GBX627.42 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX618.05 Million
GBX

Henderson European Focus Trust Plc Strategic Asset Allocation Index (2015–2024)

This chart shows how Henderson European Focus Trust Plc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2015 to 2024. As of March 2025, the index stands at 101.5%, representing strategic assets of GBX627.42 Million against net assets of GBX618.05 Million GBX. Explore cash efficiency ratio of Henderson European Focus Trust Plc to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Henderson European Focus Trust Plc (2015–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Henderson European Focus 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 the full company profile including market capitalisation, see Henderson European Focus Trust Plc (HET) total market value.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2024 104.2% GBX691.50 Million GBX- GBX691.50 Million GBX663.53 Million ▲ +10.3 pp
2023 93.9% GBX384.25 Million GBX- GBX384.25 Million GBX409.20 Million ▼ -8.0 pp
2022 101.9% GBX320.29 Million GBX- GBX320.29 Million GBX314.42 Million ▼ -1.2 pp
2021 103.1% GBX382.20 Million GBX- GBX382.20 Million GBX370.74 Million ▲ +2.5 pp
2020 100.6% GBX309.88 Million GBX- GBX309.88 Million GBX308.17 Million ▼ -4.1 pp
2019 104.6% GBX312.88 Million GBX- GBX312.88 Million GBX299.01 Million ▼ -0.9 pp
2018 105.5% GBX309.95 Million GBX- GBX309.95 Million GBX293.79 Million ▼ -2.5 pp
2017 108.0% GBX315.84 Million GBX- GBX315.84 Million GBX292.40 Million ▲ +1.9 pp
2016 106.1% GBX252.10 Million GBX- GBX252.10 Million GBX237.55 Million ▼ -2.8 pp
2015 108.9% GBX212.34 Million GBX- GBX212.34 Million GBX194.91 Million
pp = percentage points