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. Check financial resilience of Monks Investment Trust PLC to evaluate the company's liquid asset resilience ratio.
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. See Monks Investment Trust PLC financial flexibility index to measure the company's free cash flow as a share of total liabilities.
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 MNKS company net worth.
| 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 | — |