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 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX157.50 Million) total GBX157.50 Million, measured against net assets of GBX150.80 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 UK Smaller Companies Investment Trust PLC Strategic Asset Allocation Index (2015–2025)
This chart shows how Montanaro UK Smaller Companies Investment 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 104.4%, representing strategic assets of GBX157.50 Million against net assets of GBX150.80 Million GBX. Explore MTU cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Montanaro UK Smaller Companies Investment Trust PLC (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Montanaro UK Smaller Companies Investment 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 MTU market cap.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |