Herald Investment Trust (HRI) — Strategic Asset Allocation Index
Herald Investment Trust (HRI) has a Strategic Asset Allocation Index of 90.4% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.17 Billion) total GBX1.17 Billion, measured against net assets of GBX1.29 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check HRI asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Herald Investment Trust Strategic Asset Allocation Index (2014–2025)
This chart shows how Herald Investment Trust's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 90.4%, representing strategic assets of GBX1.17 Billion against net assets of GBX1.29 Billion GBX. See how financially flexible is Herald Investment Trust to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Herald Investment Trust (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Herald Investment Trust from 2014 to 2025, covering 12 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 HRI stock market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 90.4% | GBX1.17 Billion | GBX- | GBX1.17 Billion | GBX1.29 Billion | ▼ -7.8 pp |
| 2024 | 98.2% | GBX1.23 Billion | GBX- | GBX1.23 Billion | GBX1.25 Billion | ▼ -7222.7 pp |
| 2023 | 7320.9% | GBX91.20 Billion | GBX- | GBX91.20 Billion | GBX1.25 Billion | ▲ +7227.1 pp |
| 2022 | 93.8% | GBX1.22 Billion | GBX- | GBX1.22 Billion | GBX1.31 Billion | ▼ -1.8 pp |
| 2021 | 95.6% | GBX1.68 Billion | GBX- | GBX1.68 Billion | GBX1.76 Billion | ▲ +0.4 pp |
| 2020 | 95.2% | GBX1.43 Billion | GBX- | GBX1.43 Billion | GBX1.50 Billion | ▲ +3.1 pp |
| 2019 | 92.0% | GBX1.03 Billion | GBX- | GBX1.03 Billion | GBX1.12 Billion | ▼ -0.3 pp |
| 2018 | 92.3% | GBX831.68 Million | GBX- | GBX831.68 Million | GBX901.15 Million | ▼ -278.4 pp |
| 2017 | 370.6% | GBX3.59 Billion | GBX2.66 Billion | GBX925.54 Million | GBX967.62 Million | ▼ -55.8 pp |
| 2016 | 426.4% | GBX3.37 Billion | GBX2.66 Billion | GBX712.97 Million | GBX791.41 Million | ▼ -61.0 pp |
| 2015 | 487.4% | GBX3.27 Billion | GBX2.63 Billion | GBX642.15 Million | GBX671.14 Million | ▼ -1994.9 pp |
| 2014 | 2482.3% | GBX15.61 Billion | GBX14.97 Billion | GBX636.91 Million | GBX628.92 Million | — |