Montanaro UK Smaller Companies Investment Trust PLC Strategic Asset Allocation Index
Montanaro UK Smaller Companies Investment Trust PLC 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 Montanaro UK Smaller Companies Investmen net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Montanaro UK Smaller Companies Investment Trust PLC (2015–2026)
Strategic asset allocation index of Montanaro UK Smaller Companies Investment Trust PLC from 2015 to 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. Check MTU tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Montanaro UK Smaller Companies Investment Trust PLC Strategic Asset Allocation Index by Year (2015–2026)
Montanaro UK Smaller Companies Investment 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 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. For live market cap and overall valuation, see MTU stock market capitalisation.
| 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 | — |