The Mercantile Investment Trust plc Strategic Asset Allocation Index
The Mercantile Investment Trust plc 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. See The Mercantile 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 The Mercantile Investment Trust plc (2015–2026)
Strategic asset allocation index of The Mercantile Investment Trust plc from 2015 to 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. Check how tangible is The Mercantile Investment Trust plc's equity to evaluate the tangible quality of the company's equity base.
The Mercantile Investment Trust plc Strategic Asset Allocation Index by Year (2015–2026)
The Mercantile Investment Trust plc strategic asset allocation index by year from 2015 to 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 live market cap and overall valuation, see MRC company net worth.
| 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 | — |