New Star Investment Trust plc (NSI) — 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. Check New Star Investment Trust plc liquidity resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
New Star Investment Trust plc Strategic Asset Allocation Index (2015–2024)
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. See financial agility of New Star Investment Trust plc to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for New Star Investment Trust plc (2015–2024)
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 the full company profile including market capitalisation, see NSI market cap overview.
| 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 | — |