Schroder Real Estate Investment Trust Ltd (SREI) — Strategic Asset Allocation Index
Schroder Real Estate Investment Trust Ltd (SREI) has a Strategic Asset Allocation Index of 21.7% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX65.66 Million) total GBX65.66 Million, measured against net assets of GBX302.90 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 Real Estate Investment Trust Ltd Strategic Asset Allocation Index (2014–2025)
This chart shows how Schroder Real Estate Investment Trust Ltd's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of September 2025, the index stands at 21.7%, representing strategic assets of GBX65.66 Million against net assets of GBX302.90 Million GBX. Explore Schroder Real Estate Investment Trust Lt cash conversion from operations to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Schroder Real Estate Investment Trust Ltd (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Schroder Real Estate Investment Trust Ltd 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 Schroder Real Estate Investment Trust Lt.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 21.8% | GBX65.79 Million | GBX- | GBX65.79 Million | GBX301.38 Million | ▼ -1.7 pp |
| 2024 | 23.5% | GBX67.58 Million | GBX- | GBX67.58 Million | GBX287.35 Million | ▼ -0.5 pp |
| 2023 | 24.0% | GBX72.19 Million | GBX- | GBX72.19 Million | GBX300.69 Million | ▼ -115.0 pp |
| 2022 | 139.0% | GBX517.19 Million | GBX433.49 Million | GBX83.70 Million | GBX372.18 Million | ▼ -6.2 pp |
| 2021 | 145.2% | GBX430.90 Million | GBX351.78 Million | GBX79.12 Million | GBX296.84 Million | ▲ +16.3 pp |
| 2020 | 128.9% | GBX399.37 Million | GBX321.38 Million | GBX77.98 Million | GBX309.81 Million | ▲ +7.6 pp |
| 2019 | 121.3% | GBX432.35 Million | GBX352.19 Million | GBX80.17 Million | GBX356.38 Million | ▼ -10.7 pp |
| 2018 | 132.0% | GBX466.72 Million | GBX388.98 Million | GBX77.75 Million | GBX353.57 Million | ▼ -1.2 pp |
| 2017 | 133.2% | GBX443.13 Million | GBX366.23 Million | GBX76.90 Million | GBX332.59 Million | ▼ -6.0 pp |
| 2016 | 139.2% | GBX449.18 Million | GBX371.22 Million | GBX77.96 Million | GBX322.61 Million | ▲ +15.1 pp |
| 2015 | 124.2% | GBX371.48 Million | GBX298.68 Million | GBX72.79 Million | GBX299.21 Million | ▼ -32.4 pp |
| 2014 | 156.5% | GBX298.07 Million | GBX298.07 Million | GBX- | GBX190.44 Million | — |