Rights and Issues Investment Trust Public Limited Company (RIII) — Strategic Asset Allocation Index

Latest as of December 2025: 97.6%

Rights and Issues Investment Trust Public Limited Company (RIII) has a Strategic Asset Allocation Index of 97.6% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX121.51 Million) total GBX121.51 Million, measured against net assets of GBX124.47 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Rights and Issues Investment Trust Publi liquid asset ratio to evaluate the company's liquid asset resilience ratio.

SAAI

97.6%
Strategic Assets / Net Assets

Strategic Assets

GBX121.51 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX124.47 Million
GBX

Rights and Issues Investment Trust Public Limited Company Strategic Asset Allocation Index (2014–2025)

This chart shows how Rights and Issues Investment Trust Public Limited Company's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 97.6%, representing strategic assets of GBX121.51 Million against net assets of GBX124.47 Million GBX. See Rights and Issues Investment Trust Publi financial flexibility index to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Rights and Issues Investment Trust Public Limited Company (2014–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Rights and Issues Investment Trust Public Limited Company 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 the full company profile including market capitalisation, see market value of Rights and Issues Investment Trust Publi.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2025 97.6% GBX121.51 Million GBX- GBX121.51 Million GBX124.47 Million ▼ -0.9 pp
2024 98.5% GBX121.28 Million GBX- GBX121.28 Million GBX123.15 Million ▼ -0.5 pp
2023 99.0% GBX129.99 Million GBX- GBX129.99 Million GBX131.36 Million ▲ +3.5 pp
2022 95.5% GBX134.45 Million GBX- GBX134.45 Million GBX140.78 Million ▲ +7.7 pp
2021 87.8% GBX196.40 Million GBX- GBX196.40 Million GBX223.73 Million ▼ -5.0 pp
2020 92.8% GBX158.00 Million GBX- GBX158.00 Million GBX170.33 Million ▲ +2.0 pp
2019 90.8% GBX155.70 Million GBX- GBX155.70 Million GBX171.56 Million ▼ -1.0 pp
2018 91.8% GBX155.65 Million GBX- GBX155.65 Million GBX169.57 Million ▲ +1.6 pp
2017 90.2% GBX179.14 Million GBX- GBX179.14 Million GBX198.69 Million ▲ +1.1 pp
2016 89.0% GBX159.82 Million GBX- GBX159.82 Million GBX179.50 Million ▲ +2.6 pp
2015 86.4% GBX123.26 Million GBX- GBX123.26 Million GBX142.67 Million ▼ -9.4 pp
2014 95.8% GBX111.31 Million GBX- GBX111.31 Million GBX116.17 Million
pp = percentage points