Schroder British Opportunities Trus Strategic Asset Allocation Index
Schroder British Opportunities Trus 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) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Schroder British Opportunities Trus (2021–2026)
Strategic asset allocation index of Schroder British Opportunities Trus from 2021 to 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. Check tangible equity quality of Schroder British Opportunities Trus to evaluate the tangible quality of the company's equity base.
Schroder British Opportunities Trus Strategic Asset Allocation Index by Year (2021–2026)
Schroder British Opportunities Trus strategic asset allocation index by year from 2021 to 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. For live market cap and overall valuation, see SBO company net worth.
| 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 | — |