Mobius Investment Trust PLC (MMIT) — Strategic Asset Allocation Index
Mobius Investment Trust PLC (MMIT) has a Strategic Asset Allocation Index of 93.6% as of November 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX171.42 Million) total GBX171.42 Million, measured against net assets of GBX183.12 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Mobius Investment Trust PLC net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Mobius Investment Trust PLC Strategic Asset Allocation Index (2019–2025)
This chart shows how Mobius Investment Trust PLC's Strategic Asset Allocation Index has evolved across 7 annual periods from 2019 to 2025. As of November 2025, the index stands at 93.6%, representing strategic assets of GBX171.42 Million against net assets of GBX183.12 Million GBX. For live market cap and overall valuation, see market value of Mobius Investment Trust PLC.
Annual Strategic Asset Allocation Index for Mobius Investment Trust PLC (2019–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Mobius Investment Trust PLC from 2019 to 2025, covering 7 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. See Mobius Investment Trust PLC net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 93.6% | GBX171.42 Million | GBX- | GBX171.42 Million | GBX183.12 Million | ▼ -2.4 pp |
| 2024 | 96.0% | GBX166.63 Million | GBX- | GBX166.63 Million | GBX173.58 Million | ▲ +1.9 pp |
| 2023 | 94.1% | GBX156.69 Million | GBX- | GBX156.69 Million | GBX166.53 Million | ▲ +6.2 pp |
| 2022 | 87.9% | GBX126.83 Million | GBX- | GBX126.83 Million | GBX144.29 Million | ▲ +0.9 pp |
| 2021 | 87.0% | GBX144.80 Million | GBX- | GBX144.80 Million | GBX166.50 Million | ▼ -11.7 pp |
| 2020 | 98.7% | GBX109.81 Million | GBX- | GBX109.81 Million | GBX111.24 Million | ▲ +15.3 pp |
| 2019 | 83.4% | GBX80.06 Million | GBX- | GBX80.06 Million | GBX95.99 Million | — |