Schroder British Opportunities Trus (SBO) — Strategic Asset Allocation Index
Schroder British Opportunities Trus (SBO) has a Strategic Asset Allocation Index of 96.2% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX78.10 Million) total GBX78.10 Million, measured against net assets of GBX81.21 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Schroder British Opportunities Trus Strategic Asset Allocation Index (2021–2025)
This chart shows how Schroder British Opportunities Trus's Strategic Asset Allocation Index has evolved across 4 annual periods from 2021 to 2025. As of September 2025, the index stands at 96.2%, representing strategic assets of GBX78.10 Million against net assets of GBX81.21 Million GBX. Explore Schroder British Opportunities Trus (SBO) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Schroder British Opportunities Trus (2021–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Schroder British Opportunities Trus from 2021 to 2025, covering 4 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 SBO stock market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |