The Scottish Oriental Smaller Companies Trust plc (SST) — Strategic Asset Allocation Index
The Scottish Oriental Smaller Companies Trust plc (SST) has a Strategic Asset Allocation Index of 107.3% as of August 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX409.62 Million) total GBX409.62 Million, measured against net assets of GBX381.87 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See The Scottish Oriental Smaller Companies net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
The Scottish Oriental Smaller Companies Trust plc Strategic Asset Allocation Index (2015–2025)
This chart shows how The Scottish Oriental Smaller Companies Trust plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of August 2025, the index stands at 107.3%, representing strategic assets of GBX409.62 Million against net assets of GBX381.87 Million GBX. For live market cap and overall valuation, see SST market cap.
Annual Strategic Asset Allocation Index for The Scottish Oriental Smaller Companies Trust plc (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for The Scottish Oriental Smaller Companies 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. See net assets of The Scottish Oriental Smaller Companies for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 107.3% | GBX409.62 Million | GBX- | GBX409.62 Million | GBX381.87 Million | ▲ +5.6 pp |
| 2024 | 101.7% | GBX409.76 Million | GBX- | GBX409.76 Million | GBX403.07 Million | ▼ -3.4 pp |
| 2023 | 105.1% | GBX372.66 Million | GBX- | GBX372.66 Million | GBX354.58 Million | ▼ -2.3 pp |
| 2022 | 107.4% | GBX368.44 Million | GBX- | GBX368.44 Million | GBX343.20 Million | ▲ +2.1 pp |
| 2021 | 105.2% | GBX363.50 Million | GBX- | GBX363.50 Million | GBX345.49 Million | ▲ +12.9 pp |
| 2020 | 92.4% | GBX267.33 Million | GBX- | GBX267.33 Million | GBX289.45 Million | ▲ +2.0 pp |
| 2019 | 90.4% | GBX312.74 Million | GBX- | GBX312.74 Million | GBX346.06 Million | ▼ -3.9 pp |
| 2018 | 94.3% | GBX325.73 Million | GBX- | GBX325.73 Million | GBX345.40 Million | ▲ +2.7 pp |
| 2017 | 91.6% | GBX338.38 Million | GBX- | GBX338.38 Million | GBX369.26 Million | ▼ 0.0 pp |
| 2016 | 91.7% | GBX297.74 Million | GBX- | GBX297.74 Million | GBX324.82 Million | ▼ -2.9 pp |
| 2015 | 94.6% | GBX243.17 Million | GBX- | GBX243.17 Million | GBX257.18 Million | — |