Montanaro European Smaller Companies Trust plc Strategic Asset Allocation Index
Montanaro European Smaller Companies Trust plc strategic asset allocation index. Montanaro European Smaller Companies Trust plc (MTE) has a Strategic Asset Allocation Index of 101.8% as of March 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX296.83 Million) total GBX296.83 Million, measured against net assets of GBX291.51 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Montanaro European Smaller Companies Tru (MTE) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Montanaro European Smaller Companies Trust plc (2015–2025)
Strategic asset allocation index of Montanaro European Smaller Companies Trust plc from 2015 to 2025. This chart shows how Montanaro European Smaller Companies Trust plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of March 2025, the index stands at 101.8%, representing strategic assets of GBX296.83 Million against net assets of GBX291.51 Million GBX. Check MTE tangible net assets ratio to evaluate the tangible quality of the company's equity base.
Montanaro European Smaller Companies Trust plc Strategic Asset Allocation Index by Year (2015–2025)
Montanaro European Smaller Companies Trust plc strategic asset allocation index by year from 2015 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Montanaro European Smaller Companies Trust plc from 2015 to 2025, covering 11 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 MTE company net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 101.8% | GBX296.83 Million | GBX- | GBX296.83 Million | GBX291.51 Million | ▼ -1.0 pp |
| 2024 | 102.9% | GBX321.68 Million | GBX- | GBX321.68 Million | GBX312.72 Million | ▼ -0.6 pp |
| 2023 | 103.4% | GBX310.31 Million | GBX- | GBX310.31 Million | GBX299.98 Million | ▼ -1.1 pp |
| 2022 | 104.6% | GBX339.79 Million | GBX- | GBX339.79 Million | GBX324.90 Million | ▲ +2.2 pp |
| 2021 | 102.4% | GBX282.57 Million | GBX- | GBX282.57 Million | GBX276.06 Million | ▼ -3.2 pp |
| 2020 | 105.6% | GBX169.02 Million | GBX- | GBX169.02 Million | GBX160.12 Million | ▲ +5.1 pp |
| 2019 | 100.4% | GBX169.83 Million | GBX- | GBX169.83 Million | GBX169.14 Million | ▼ -0.2 pp |
| 2018 | 100.6% | GBX151.73 Million | GBX- | GBX151.73 Million | GBX150.78 Million | ▼ -6.7 pp |
| 2017 | 107.3% | GBX145.99 Million | GBX- | GBX145.99 Million | GBX136.05 Million | ▼ -3.9 pp |
| 2016 | 111.2% | GBX118.38 Million | GBX- | GBX118.38 Million | GBX106.42 Million | ▲ +4.5 pp |
| 2015 | 106.8% | GBX102.24 Million | GBX- | GBX102.24 Million | GBX95.75 Million | — |