Northern Venture Trust (NVT) — Strategic Asset Allocation Index
Northern Venture Trust (NVT) has a Strategic Asset Allocation Index of 73.6% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX101.68 Million) total GBX101.68 Million, measured against net assets of GBX138.16 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see Northern Venture Trust market cap and net worth.
SAAI
Strategic Assets
PP&E
Net Assets
Northern Venture Trust Strategic Asset Allocation Index (2014–2026)
This chart shows how Northern Venture Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2026. As of March 2026, the index stands at 73.6%, representing strategic assets of GBX101.68 Million against net assets of GBX138.16 Million GBX. See NVT equity to assets ratio to measure how much of total assets are equity-financed.
Annual Strategic Asset Allocation Index for Northern Venture Trust (2014–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Northern Venture Trust from 2014 to 2026, 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. Also explore Northern Venture Trust (NVT) net asset momentum to track the company's year-over-year net asset growth rate.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 73.6% | GBX101.68 Million | GBX- | GBX101.68 Million | GBX138.16 Million | ▼ -3.6 pp |
| 2025 | 77.1% | GBX93.54 Million | GBX- | GBX93.54 Million | GBX121.25 Million | ▲ +5.2 pp |
| 2024 | 71.9% | GBX82.57 Million | GBX- | GBX82.57 Million | GBX114.83 Million | ▼ -9.0 pp |
| 2021 | 80.9% | GBX96.56 Million | GBX- | GBX96.56 Million | GBX119.30 Million | ▼ -0.5 pp |
| 2020 | 81.4% | GBX91.85 Million | GBX- | GBX91.85 Million | GBX112.79 Million | ▲ +5.7 pp |
| 2019 | 75.7% | GBX72.41 Million | GBX- | GBX72.41 Million | GBX95.66 Million | ▲ +1.9 pp |
| 2018 | 73.8% | GBX69.32 Million | GBX- | GBX69.32 Million | GBX93.91 Million | ▼ -12.3 pp |
| 2017 | 86.2% | GBX65.70 Million | GBX- | GBX65.70 Million | GBX76.26 Million | ▼ -9.1 pp |
| 2016 | 95.3% | GBX73.57 Million | GBX- | GBX73.57 Million | GBX77.20 Million | ▲ +3.2 pp |
| 2015 | 92.1% | GBX72.68 Million | GBX- | GBX72.68 Million | GBX78.95 Million | ▲ +7.0 pp |
| 2014 | 85.1% | GBX71.05 Million | GBX- | GBX71.05 Million | GBX83.52 Million | — |