Merchants Trust PLC Strategic Asset Allocation Index
Merchants Trust PLC strategic asset allocation index. Merchants Trust PLC (MRCH) has a Strategic Asset Allocation Index of 109.5% as of January 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.06 Billion) total GBX1.06 Billion, measured against net assets of GBX964.46 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Merchants Trust PLC balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Merchants Trust PLC (2015–2026)
Strategic asset allocation index of Merchants Trust PLC from 2015 to 2026. This chart shows how Merchants 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 109.5%, representing strategic assets of GBX1.06 Billion against net assets of GBX964.46 Million GBX. Check Merchants Trust PLC tangible equity quality to evaluate the tangible quality of the company's equity base.
Merchants Trust PLC Strategic Asset Allocation Index by Year (2015–2026)
Merchants 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 Merchants 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 Merchants Trust PLC market cap and net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 109.5% | GBX1.06 Billion | GBX- | GBX1.06 Billion | GBX964.46 Million | ▼ -2.8 pp |
| 2025 | 112.3% | GBX954.51 Million | GBX- | GBX954.51 Million | GBX849.82 Million | ▲ +1.3 pp |
| 2024 | 111.1% | GBX874.67 Million | GBX- | GBX874.67 Million | GBX787.52 Million | ▼ -0.9 pp |
| 2023 | 112.0% | GBX909.64 Million | GBX- | GBX909.64 Million | GBX812.38 Million | ▲ +1.7 pp |
| 2022 | 110.3% | GBX814.89 Million | GBX- | GBX814.89 Million | GBX739.05 Million | ▼ -4.8 pp |
| 2021 | 115.1% | GBX638.23 Million | GBX- | GBX638.23 Million | GBX554.72 Million | ▲ +1.9 pp |
| 2020 | 113.2% | GBX704.45 Million | GBX- | GBX704.45 Million | GBX622.53 Million | ▼ -3.4 pp |
| 2019 | 116.5% | GBX622.07 Million | GBX- | GBX622.07 Million | GBX533.93 Million | ▲ +1.0 pp |
| 2018 | 115.5% | GBX685.35 Million | GBX- | GBX685.35 Million | GBX593.48 Million | ▼ -2.5 pp |
| 2017 | 118.0% | GBX643.43 Million | GBX- | GBX643.43 Million | GBX545.32 Million | ▼ -3.1 pp |
| 2016 | 121.1% | GBX603.37 Million | GBX- | GBX603.37 Million | GBX498.11 Million | ▲ +2.6 pp |
| 2015 | 118.5% | GBX666.06 Million | GBX- | GBX666.06 Million | GBX562.01 Million | — |