Montanaro European Smaller Companies Trust plc (MTE) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Montanaro European Smaller Companies Trust plc Strategic Asset Allocation Index (2015–2025)
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. Explore cash flow conversion of Montanaro European Smaller Companies Tru to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Montanaro European Smaller Companies Trust plc (2015–2025)
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 the full company profile including market capitalisation, see MTE market cap overview.
| 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 | — |