Schroder Real Estate Investment Trust Ltd Strategic Asset Allocation Index
Schroder Real Estate Investment Trust Ltd 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. See Schroder Real Estate Investment Trust Lt net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Schroder Real Estate Investment Trust Ltd (2014–2025)
Strategic asset allocation index of Schroder Real Estate Investment Trust Ltd from 2014 to 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. Check Schroder Real Estate Investment Trust Lt tangible book value ratio to evaluate the tangible quality of the company's equity base.
Schroder Real Estate Investment Trust Ltd Strategic Asset Allocation Index by Year (2014–2025)
Schroder Real Estate Investment Trust Ltd strategic asset allocation index by year from 2014 to 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 live market cap and overall valuation, see SREI stock market capitalisation.
| 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 | — |