Monks Investment Trust PLC Strategic Asset Allocation Index
Monks Investment Trust PLC strategic asset allocation index. Monks Investment Trust PLC (MNKS) has a Strategic Asset Allocation Index of 108.7% as of April 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX2.74 Billion) total GBX2.74 Billion, measured against net assets of GBX2.52 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Monks Investment Trust PLC balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Monks Investment Trust PLC (2016–2026)
Strategic asset allocation index of Monks Investment Trust PLC from 2016 to 2026. This chart shows how Monks Investment Trust PLC's Strategic Asset Allocation Index has evolved across 11 annual periods from 2016 to 2026. As of April 2026, the index stands at 108.7%, representing strategic assets of GBX2.74 Billion against net assets of GBX2.52 Billion GBX. Check how tangible is Monks Investment Trust PLC's equity to evaluate the tangible quality of the company's equity base.
Monks Investment Trust PLC Strategic Asset Allocation Index by Year (2016–2026)
Monks Investment Trust PLC strategic asset allocation index by year from 2016 to 2026. The table below presents the year-by-year Strategic Asset Allocation Index for Monks Investment Trust PLC from 2016 to 2026, covering 11 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 Monks Investment Trust PLC stock valuation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 108.7% | GBX2.74 Billion | GBX- | GBX2.74 Billion | GBX2.52 Billion | ▼ -0.4 pp |
| 2025 | 109.0% | GBX2.53 Billion | GBX- | GBX2.53 Billion | GBX2.32 Billion | ▲ +2.1 pp |
| 2024 | 107.0% | GBX2.85 Billion | GBX- | GBX2.85 Billion | GBX2.66 Billion | ▲ +1.6 pp |
| 2023 | 105.4% | GBX2.57 Billion | GBX- | GBX2.57 Billion | GBX2.44 Billion | ▼ -2.0 pp |
| 2022 | 107.4% | GBX2.66 Billion | GBX- | GBX2.66 Billion | GBX2.48 Billion | ▲ +6.3 pp |
| 2021 | 101.0% | GBX3.24 Billion | GBX- | GBX3.24 Billion | GBX3.20 Billion | ▼ -5.3 pp |
| 2020 | 106.4% | GBX2.09 Billion | GBX- | GBX2.09 Billion | GBX1.96 Billion | ▲ +0.1 pp |
| 2019 | 106.3% | GBX1.98 Billion | GBX- | GBX1.98 Billion | GBX1.86 Billion | ▲ +1.8 pp |
| 2018 | 104.5% | GBX1.73 Billion | GBX- | GBX1.73 Billion | GBX1.66 Billion | ▼ -2.1 pp |
| 2017 | 106.6% | GBX1.51 Billion | GBX- | GBX1.51 Billion | GBX1.41 Billion | ▼ -0.2 pp |
| 2016 | 106.8% | GBX1.08 Billion | GBX- | GBX1.08 Billion | GBX1.01 Billion | — |