Chelverton UK Dividend Trust PLC (SDV) — Strategic Asset Allocation Index
Chelverton UK Dividend Trust PLC (SDV) has a Strategic Asset Allocation Index of 98.7% as of October 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX32.15 Million) total GBX32.15 Million, measured against net assets of GBX32.57 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
Chelverton UK Dividend Trust PLC Strategic Asset Allocation Index (2014–2025)
This chart shows how Chelverton UK Dividend Trust PLC's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of October 2025, the index stands at 98.7%, representing strategic assets of GBX32.15 Million against net assets of GBX32.57 Million GBX. Explore how efficiently does Chelverton UK Dividend Trust PLC generate cash to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Chelverton UK Dividend Trust PLC (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Chelverton UK Dividend Trust PLC 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 cap of Chelverton UK Dividend Trust PLC.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 93.6% | GBX27.97 Million | GBX- | GBX27.97 Million | GBX29.87 Million | ▼ -59.9 pp |
| 2024 | 153.6% | GBX51.48 Million | GBX- | GBX51.48 Million | GBX33.52 Million | ▲ +5.0 pp |
| 2023 | 148.5% | GBX52.83 Million | GBX- | GBX52.83 Million | GBX35.56 Million | ▲ +9.0 pp |
| 2022 | 139.6% | GBX57.75 Million | GBX- | GBX57.75 Million | GBX41.38 Million | ▲ +7.0 pp |
| 2021 | 132.6% | GBX62.77 Million | GBX- | GBX62.77 Million | GBX47.34 Million | ▼ -23.3 pp |
| 2020 | 155.9% | GBX40.59 Million | GBX- | GBX40.59 Million | GBX26.03 Million | ▲ +21.8 pp |
| 2019 | 134.1% | GBX59.90 Million | GBX- | GBX59.90 Million | GBX44.66 Million | ▲ +7.8 pp |
| 2018 | 126.3% | GBX65.41 Million | GBX- | GBX65.41 Million | GBX51.79 Million | ▼ -2.7 pp |
| 2017 | 129.0% | GBX53.83 Million | GBX- | GBX53.83 Million | GBX41.72 Million | ▼ -0.4 pp |
| 2016 | 129.4% | GBX45.38 Million | GBX- | GBX45.38 Million | GBX35.08 Million | ▲ +0.5 pp |
| 2015 | 128.8% | GBX41.68 Million | GBX- | GBX41.68 Million | GBX32.35 Million | ▲ +0.1 pp |
| 2014 | 128.7% | GBX40.82 Million | GBX- | GBX40.82 Million | GBX31.71 Million | — |