Schroder BSC Social Impact Trust PLC (SBSI) — Strategic Asset Allocation Index
Schroder BSC Social Impact Trust PLC (SBSI) has a Strategic Asset Allocation Index of 97.3% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX77.93 Million) total GBX77.93 Million, measured against net assets of GBX80.08 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see Schroder BSC Social Impact Trust PLC market cap and net worth.
SAAI
Strategic Assets
PP&E
Net Assets
Schroder BSC Social Impact Trust PLC Strategic Asset Allocation Index (2018–2024)
This chart shows how Schroder BSC Social Impact Trust PLC's Strategic Asset Allocation Index has evolved across 6 annual periods from 2018 to 2024. As of December 2025, the index stands at 97.3%, representing strategic assets of GBX77.93 Million against net assets of GBX80.08 Million GBX. See net asset quality index of Schroder BSC Social Impact Trust PLC to measure how much of total assets are equity-financed.
Annual Strategic Asset Allocation Index for Schroder BSC Social Impact Trust PLC (2018–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Schroder BSC Social Impact Trust PLC from 2018 to 2024, covering 6 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. Also explore SBSI net asset momentum to track the company's year-over-year net asset growth rate.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 99.4% | GBX85.96 Million | GBX- | GBX85.96 Million | GBX86.46 Million | ▲ +1.6 pp |
| 2023 | 97.8% | GBX86.78 Million | GBX- | GBX86.78 Million | GBX88.75 Million | ▼ -1.0 pp |
| 2022 | 98.8% | GBX88.83 Million | GBX- | GBX88.83 Million | GBX89.92 Million | ▲ +18.9 pp |
| 2021 | 79.9% | GBX62.51 Million | GBX- | GBX62.51 Million | GBX78.23 Million | ▼ -306.7 pp |
| 2019 | 386.6% | GBX14.87 Billion | GBX- | GBX14.87 Billion | GBX3.85 Billion | ▼ -5.5 pp |
| 2018 | 392.0% | GBX14.20 Billion | GBX- | GBX14.20 Billion | GBX3.62 Billion | — |