New Star Investment Trust plc Strategic Asset Allocation Index
New Star Investment Trust plc strategic asset allocation index. New Star Investment Trust plc (NSI) has a Strategic Asset Allocation Index of 94.0% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX123.08 Million) total GBX123.08 Million, measured against net assets of GBX130.89 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See NSI net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of New Star Investment Trust plc (2015–2024)
Strategic asset allocation index of New Star Investment Trust plc from 2015 to 2024. This chart shows how New Star Investment Trust plc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2015 to 2024. As of December 2025, the index stands at 94.0%, representing strategic assets of GBX123.08 Million against net assets of GBX130.89 Million GBX. Check NSI tangible net assets ratio to evaluate the tangible quality of the company's equity base.
New Star Investment Trust plc Strategic Asset Allocation Index by Year (2015–2024)
New Star Investment Trust plc strategic asset allocation index by year from 2015 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for New Star Investment Trust plc from 2015 to 2024, covering 10 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 how much is New Star Investment Trust plc worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 88.3% | GBX121.72 Million | GBX- | GBX121.72 Million | GBX137.86 Million | ▲ +2.1 pp |
| 2023 | 86.2% | GBX108.30 Million | GBX- | GBX108.30 Million | GBX125.59 Million | ▲ +6.0 pp |
| 2022 | 80.2% | GBX99.45 Million | GBX- | GBX99.45 Million | GBX123.98 Million | ▼ -13.7 pp |
| 2021 | 93.9% | GBX129.73 Million | GBX- | GBX129.73 Million | GBX138.13 Million | ▲ +3.5 pp |
| 2020 | 90.5% | GBX103.02 Million | GBX- | GBX103.02 Million | GBX113.89 Million | ▲ +8.2 pp |
| 2019 | 82.3% | GBX93.78 Million | GBX- | GBX93.78 Million | GBX113.97 Million | ▼ -4.2 pp |
| 2018 | 86.5% | GBX96.30 Million | GBX- | GBX96.30 Million | GBX111.37 Million | ▼ -0.8 pp |
| 2017 | 87.3% | GBX91.73 Million | GBX- | GBX91.73 Million | GBX105.06 Million | ▼ -1.7 pp |
| 2016 | 89.0% | GBX79.47 Million | GBX- | GBX79.47 Million | GBX89.27 Million | ▲ +3.8 pp |
| 2015 | 85.3% | GBX68.09 Million | GBX- | GBX68.09 Million | GBX79.85 Million | — |