Smithson Investment Trust PLC (SSON) — Strategic Asset Allocation Index
Smithson Investment Trust PLC (SSON) has a Strategic Asset Allocation Index of 99.3% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.90 Billion) total GBX1.90 Billion, measured against net assets of GBX1.91 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Smithson Investment Trust PLC Strategic Asset Allocation Index (2019–2024)
This chart shows how Smithson Investment Trust PLC's Strategic Asset Allocation Index has evolved across 6 annual periods from 2019 to 2024. As of June 2025, the index stands at 99.3%, representing strategic assets of GBX1.90 Billion against net assets of GBX1.91 Billion GBX. See Smithson Investment Trust PLC financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Smithson Investment Trust PLC (2019–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Smithson Investment Trust PLC from 2019 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. For the full company profile including market capitalisation, see Smithson Investment Trust PLC (SSON) market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 99.9% | GBX2.13 Billion | GBX- | GBX2.13 Billion | GBX2.13 Billion | ▲ +0.4 pp |
| 2023 | 99.5% | GBX2.54 Billion | GBX- | GBX2.54 Billion | GBX2.55 Billion | ▲ +0.5 pp |
| 2022 | 99.0% | GBX2.39 Billion | GBX- | GBX2.39 Billion | GBX2.42 Billion | ▼ -0.2 pp |
| 2021 | 99.2% | GBX3.34 Billion | GBX- | GBX3.34 Billion | GBX3.37 Billion | ▲ +1.4 pp |
| 2020 | 97.8% | GBX2.28 Billion | GBX- | GBX2.28 Billion | GBX2.33 Billion | ▼ 0.0 pp |
| 2019 | 97.8% | GBX1.41 Billion | GBX- | GBX1.41 Billion | GBX1.44 Billion | — |