Scottish Mortgage Investment Trust plc (SMT) — Strategic Asset Allocation Index
Scottish Mortgage Investment Trust plc (SMT) has a Strategic Asset Allocation Index of 111.1% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX15.49 Billion) total GBX15.49 Billion, measured against net assets of GBX13.94 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check financial resilience of Scottish Mortgage Investment Trust plc to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Scottish Mortgage Investment Trust plc Strategic Asset Allocation Index (2015–2025)
This chart shows how Scottish Mortgage Investment Trust plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of September 2025, the index stands at 111.1%, representing strategic assets of GBX15.49 Billion against net assets of GBX13.94 Billion GBX. See financial flexibility index of Scottish Mortgage Investment Trust plc to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Scottish Mortgage Investment Trust plc (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Scottish Mortgage Investment Trust plc from 2015 to 2025, covering 11 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 Scottish Mortgage Investment Trust plc market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 113.1% | GBX13.67 Billion | GBX- | GBX13.67 Billion | GBX12.08 Billion | ▲ +1.3 pp |
| 2024 | 111.8% | GBX14.12 Billion | GBX- | GBX14.12 Billion | GBX12.63 Billion | ▼ -2.6 pp |
| 2023 | 114.4% | GBX13.15 Billion | GBX- | GBX13.15 Billion | GBX11.50 Billion | ▲ +1.4 pp |
| 2022 | 113.0% | GBX16.67 Billion | GBX- | GBX16.67 Billion | GBX14.76 Billion | ▲ +6.8 pp |
| 2021 | 106.2% | GBX18.04 Billion | GBX- | GBX18.04 Billion | GBX16.99 Billion | ▼ -3.9 pp |
| 2020 | 110.1% | GBX9.08 Billion | GBX- | GBX9.08 Billion | GBX8.24 Billion | ▲ +1.1 pp |
| 2019 | 109.0% | GBX8.10 Billion | GBX- | GBX8.10 Billion | GBX7.43 Billion | ▲ +1.6 pp |
| 2018 | 107.4% | GBX6.65 Billion | GBX- | GBX6.65 Billion | GBX6.19 Billion | ▼ -1.3 pp |
| 2017 | 108.7% | GBX5.30 Billion | GBX- | GBX5.30 Billion | GBX4.87 Billion | ▼ -4.7 pp |
| 2016 | 113.4% | GBX3.92 Billion | GBX- | GBX3.92 Billion | GBX3.46 Billion | ▲ +1.0 pp |
| 2015 | 112.4% | GBX3.75 Billion | GBX- | GBX3.75 Billion | GBX3.33 Billion | — |