The North American Income Trust plc (NAIT) — Strategic Asset Allocation Index
The North American Income Trust plc (NAIT) has a Strategic Asset Allocation Index of 107.6% as of July 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX471.23 Million) total GBX471.23 Million, measured against net assets of GBX437.98 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
The North American Income Trust plc Strategic Asset Allocation Index (2015–2025)
This chart shows how The North American Income Trust plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of July 2025, the index stands at 107.6%, representing strategic assets of GBX471.23 Million against net assets of GBX437.98 Million GBX. Explore how efficiently does The North American Income Trust plc generate cash to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for The North American Income Trust plc (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for The North American Income 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 The North American Income Trust plc stock valuation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |