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. Check Smithson Investment Trust PLC (SSON) tangible equity ratio to evaluate the tangible quality of the company's 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.
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 live market cap and overall valuation, see Smithson Investment Trust PLC market cap and net worth.
| 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 | — |