The Mercantile Investment Trust plc (MRC) — Strategic Asset Allocation Index
The Mercantile Investment Trust plc (MRC) has a Strategic Asset Allocation Index of 114.4% as of January 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX2.25 Billion) total GBX2.25 Billion, measured against net assets of GBX1.97 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
The Mercantile Investment Trust plc Strategic Asset Allocation Index (2015–2026)
This chart shows how The Mercantile Investment Trust plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2015 to 2026. As of January 2026, the index stands at 114.4%, representing strategic assets of GBX2.25 Billion against net assets of GBX1.97 Billion GBX. Explore how efficiently does The Mercantile Investment Trust plc generate cash to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for The Mercantile Investment Trust plc (2015–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for The Mercantile Investment Trust plc from 2015 to 2026, 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 The Mercantile Investment Trust plc (MRC) market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 114.4% | GBX2.25 Billion | GBX- | GBX2.25 Billion | GBX1.97 Billion | ▲ +0.3 pp |
| 2025 | 114.1% | GBX2.24 Billion | GBX- | GBX2.24 Billion | GBX1.97 Billion | ▲ +0.7 pp |
| 2024 | 113.4% | GBX2.12 Billion | GBX- | GBX2.12 Billion | GBX1.87 Billion | ▲ +3.9 pp |
| 2023 | 109.5% | GBX2.04 Billion | GBX- | GBX2.04 Billion | GBX1.87 Billion | ▼ -2.7 pp |
| 2022 | 112.1% | GBX2.47 Billion | GBX- | GBX2.47 Billion | GBX2.20 Billion | ▼ 0.0 pp |
| 2021 | 112.2% | GBX2.23 Billion | GBX- | GBX2.23 Billion | GBX1.99 Billion | ▲ +7.3 pp |
| 2020 | 104.9% | GBX2.29 Billion | GBX- | GBX2.29 Billion | GBX2.18 Billion | ▲ +4.8 pp |
| 2019 | 100.1% | GBX1.75 Billion | GBX- | GBX1.75 Billion | GBX1.75 Billion | ▼ -3.4 pp |
| 2018 | 103.5% | GBX2.09 Billion | GBX- | GBX2.09 Billion | GBX2.02 Billion | ▲ +1.1 pp |
| 2017 | 102.5% | GBX1.79 Billion | GBX- | GBX1.79 Billion | GBX1.74 Billion | ▲ +6.7 pp |
| 2016 | 95.8% | GBX1.78 Billion | GBX- | GBX1.78 Billion | GBX1.85 Billion | ▼ -4.8 pp |
| 2015 | 100.5% | GBX1.72 Billion | GBX- | GBX1.72 Billion | GBX1.71 Billion | — |