Monks Investment Trust PLC (MNKS) — Strategic Asset Allocation Index
Monks Investment Trust PLC (MNKS) has a Strategic Asset Allocation Index of 107.4% as of October 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX2.90 Billion) total GBX2.90 Billion, measured against net assets of GBX2.70 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Monks Investment Trust PLC Strategic Asset Allocation Index (2016–2025)
This chart shows how Monks Investment Trust PLC's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of October 2025, the index stands at 107.4%, representing strategic assets of GBX2.90 Billion against net assets of GBX2.70 Billion GBX. Explore cash flow conversion of Monks Investment Trust PLC to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Monks Investment Trust PLC (2016–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Monks Investment Trust PLC from 2016 to 2025, 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 market value of Monks Investment Trust PLC.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |