Schroder British Opportunities Trus (SBO) — Strategic Asset Allocation Index
Schroder British Opportunities Trus (SBO) has a Strategic Asset Allocation Index of 101.1% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX80.10 Million) total GBX80.10 Million, measured against net assets of GBX79.25 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Schroder British Opportunities Trus (SBO) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Schroder British Opportunities Trus Strategic Asset Allocation Index (2021–2026)
This chart shows how Schroder British Opportunities Trus's Strategic Asset Allocation Index has evolved across 5 annual periods from 2021 to 2026. As of March 2026, the index stands at 101.1%, representing strategic assets of GBX80.10 Million against net assets of GBX79.25 Million GBX. For live market cap and overall valuation, see SBO market cap.
Annual Strategic Asset Allocation Index for Schroder British Opportunities Trus (2021–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Schroder British Opportunities Trus from 2021 to 2026, covering 5 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. See Schroder British Opportunities Trus book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 101.1% | GBX80.10 Million | GBX- | GBX80.10 Million | GBX79.25 Million | ▲ +0.4 pp |
| 2025 | 100.7% | GBX82.23 Million | GBX- | GBX82.23 Million | GBX81.69 Million | ▼ -1.5 pp |
| 2024 | 102.2% | GBX83.09 Million | GBX- | GBX83.09 Million | GBX81.33 Million | ▲ +8.7 pp |
| 2023 | 93.5% | GBX74.13 Million | GBX- | GBX74.13 Million | GBX79.31 Million | ▲ +14.1 pp |
| 2021 | 79.3% | GBX64.51 Million | GBX- | GBX64.51 Million | GBX81.33 Million | — |