Northern Venture Trust (NVT) — Strategic Asset Allocation Index

Latest as of March 2026: 73.6%

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.

SAAI

73.6%
Strategic Assets / Net Assets

Strategic Assets

GBX101.68 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX138.16 Million
GBX

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 financial flexibility score to measure the company's free cash flow as a share of total liabilities.

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. For the full company profile including market capitalisation, see Northern Venture Trust (NVT) market capitalisation.

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
pp = percentage points