The North American Income Trust plc Strategic Asset Allocation Index
The North American Income Trust plc strategic asset allocation index. The North American Income Trust plc (NAIT) has a Strategic Asset Allocation Index of 106.0% as of July 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX540.57 Million) total GBX540.57 Million, measured against net assets of GBX509.74 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See NAIT equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of The North American Income Trust plc (2015–2026)
Strategic asset allocation index of The North American Income Trust plc from 2015 to 2026. This chart shows how The North American Income Trust plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2015 to 2026. As of July 2026, the index stands at 106.0%, representing strategic assets of GBX540.57 Million against net assets of GBX509.74 Million GBX. Check NAIT intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
The North American Income Trust plc Strategic Asset Allocation Index by Year (2015–2026)
The North American Income 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 The North American Income 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 NAIT stock market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 106.0% | GBX485.89 Million | GBX- | GBX485.89 Million | GBX458.33 Million | ▼ -1.8 pp |
| 2025 | 107.9% | GBX504.59 Million | GBX- | GBX504.59 Million | GBX467.83 Million | ▲ +3.6 pp |
| 2024 | 104.2% | GBX454.93 Million | GBX- | GBX454.93 Million | GBX436.48 Million | ▲ +1.3 pp |
| 2023 | 103.0% | GBX486.94 Million | GBX- | GBX486.94 Million | GBX472.89 Million | ▼ -2.0 pp |
| 2022 | 105.0% | GBX470.97 Million | GBX- | GBX470.97 Million | GBX448.46 Million | ▼ -2.7 pp |
| 2021 | 107.7% | GBX404.26 Million | GBX- | GBX404.26 Million | GBX375.42 Million | ▲ +8.4 pp |
| 2020 | 99.2% | GBX410.80 Million | GBX- | GBX410.80 Million | GBX413.95 Million | ▼ -6.5 pp |
| 2019 | 105.7% | GBX421.47 Million | GBX- | GBX421.47 Million | GBX398.66 Million | ▲ +1.9 pp |
| 2018 | 103.8% | GBX406.59 Million | GBX- | GBX406.59 Million | GBX391.65 Million | ▼ -4.4 pp |
| 2017 | 108.2% | GBX410.34 Million | GBX- | GBX410.34 Million | GBX379.10 Million | ▼ -3.3 pp |
| 2016 | 111.5% | GBX312.98 Million | GBX- | GBX312.98 Million | GBX280.64 Million | ▲ +0.7 pp |
| 2015 | 110.8% | GBX342.72 Million | GBX- | GBX342.72 Million | GBX309.27 Million | — |