Montanaro UK Smaller Companies Investment Trust PLC (MTU) — Strategic Asset Allocation Index
Montanaro UK Smaller Companies Investment Trust PLC (MTU) has a Strategic Asset Allocation Index of 104.4% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX119.62 Million) total GBX119.62 Million, measured against net assets of GBX114.60 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Montanaro UK Smaller Companies Investmen's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Montanaro UK Smaller Companies Investment Trust PLC Strategic Asset Allocation Index (2015–2026)
This chart shows how Montanaro UK Smaller Companies Investment Trust PLC's Strategic Asset Allocation Index has evolved across 12 annual periods from 2015 to 2026. As of March 2026, the index stands at 104.4%, representing strategic assets of GBX119.62 Million against net assets of GBX114.60 Million GBX. For live market cap and overall valuation, see Montanaro UK Smaller Companies Investmen stock valuation.
Annual Strategic Asset Allocation Index for Montanaro UK Smaller Companies Investment Trust PLC (2015–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Montanaro UK Smaller Companies 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. See Montanaro UK Smaller Companies Investmen book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 104.4% | GBX119.62 Million | GBX- | GBX119.62 Million | GBX114.60 Million | ▼ -0.1 pp |
| 2025 | 104.4% | GBX157.50 Million | GBX- | GBX157.50 Million | GBX150.80 Million | ▲ +1.6 pp |
| 2024 | 102.8% | GBX204.69 Million | GBX- | GBX204.69 Million | GBX199.08 Million | ▼ -1.9 pp |
| 2023 | 104.8% | GBX200.78 Million | GBX- | GBX200.78 Million | GBX191.65 Million | ▲ +0.5 pp |
| 2022 | 104.3% | GBX236.49 Million | GBX- | GBX236.49 Million | GBX226.79 Million | ▼ -1.3 pp |
| 2021 | 105.5% | GBX262.44 Million | GBX- | GBX262.44 Million | GBX248.67 Million | ▲ +2.8 pp |
| 2020 | 102.7% | GBX195.59 Million | GBX- | GBX195.59 Million | GBX190.41 Million | ▼ -3.4 pp |
| 2019 | 106.1% | GBX229.48 Million | GBX- | GBX229.48 Million | GBX216.22 Million | ▲ +3.4 pp |
| 2018 | 102.7% | GBX233.47 Million | GBX- | GBX233.47 Million | GBX227.34 Million | ▼ -4220.3 pp |
| 2017 | 4323.0% | GBX9.14 Billion | GBX8.92 Billion | GBX217.47 Million | GBX211.44 Million | ▼ -472.4 pp |
| 2016 | 4795.3% | GBX9.16 Billion | GBX8.95 Billion | GBX209.50 Million | GBX191.01 Million | ▲ +357.5 pp |
| 2015 | 4437.9% | GBX8.39 Billion | GBX8.19 Billion | GBX198.57 Million | GBX189.02 Million | — |