Polar Capital Technology Trust Strategic Asset Allocation Index
Polar Capital Technology Trust strategic asset allocation index. Polar Capital Technology Trust (PCT) has a Strategic Asset Allocation Index of 94.2% as of October 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX5.75 Billion) total GBX5.75 Billion, measured against net assets of GBX6.11 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Polar Capital Technology Trust net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Polar Capital Technology Trust (2014–2025)
Strategic asset allocation index of Polar Capital Technology Trust from 2014 to 2025. This chart shows how Polar Capital Technology Trust's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of October 2025, the index stands at 94.2%, representing strategic assets of GBX5.75 Billion against net assets of GBX6.11 Billion GBX. Check PCT tangible net assets ratio to evaluate the tangible quality of the company's equity base.
Polar Capital Technology Trust Strategic Asset Allocation Index by Year (2014–2025)
Polar Capital Technology Trust strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Polar Capital Technology Trust from 2014 to 2025, covering 12 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 market value of Polar Capital Technology Trust.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 96.7% | GBX3.68 Billion | GBX- | GBX3.68 Billion | GBX3.80 Billion | ▼ -1.2 pp |
| 2024 | 97.9% | GBX3.72 Billion | GBX- | GBX3.72 Billion | GBX3.80 Billion | ▲ +4.4 pp |
| 2023 | 93.4% | GBX2.64 Billion | GBX- | GBX2.64 Billion | GBX2.83 Billion | ▲ +1.1 pp |
| 2022 | 92.3% | GBX2.82 Billion | GBX- | GBX2.82 Billion | GBX3.05 Billion | ▼ -2.9 pp |
| 2021 | 95.3% | GBX3.25 Billion | GBX- | GBX3.25 Billion | GBX3.41 Billion | ▼ -1.0 pp |
| 2020 | 96.2% | GBX2.22 Billion | GBX- | GBX2.22 Billion | GBX2.31 Billion | ▲ +3.1 pp |
| 2019 | 93.2% | GBX1.80 Billion | GBX- | GBX1.80 Billion | GBX1.94 Billion | ▼ -3.1 pp |
| 2018 | 96.3% | GBX1.49 Billion | GBX- | GBX1.49 Billion | GBX1.55 Billion | ▼ -1.2 pp |
| 2017 | 97.5% | GBX1.22 Billion | GBX- | GBX1.22 Billion | GBX1.25 Billion | ▲ +1.7 pp |
| 2016 | 95.7% | GBX767.01 Million | GBX- | GBX767.01 Million | GBX801.31 Million | ▼ -1.4 pp |
| 2015 | 97.1% | GBX770.35 Million | GBX- | GBX770.35 Million | GBX793.02 Million | ▲ +0.7 pp |
| 2014 | 96.4% | GBX584.80 Million | GBX- | GBX584.80 Million | GBX606.63 Million | — |