STS Global Income & Growth Trust PLC (STS) — Strategic Asset Allocation Index
STS Global Income & Growth Trust PLC (STS) has a Strategic Asset Allocation Index of 105.0% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX297.71 Million) total GBX297.71 Million, measured against net assets of GBX283.55 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check STS Global Income & Growth Trust PLC tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
STS Global Income & Growth Trust PLC Strategic Asset Allocation Index (2015–2025)
This chart shows how STS Global Income & Growth Trust PLC's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of September 2025, the index stands at 105.0%, representing strategic assets of GBX297.71 Million against net assets of GBX283.55 Million GBX.
Annual Strategic Asset Allocation Index for STS Global Income & Growth Trust PLC (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for STS Global Income & Growth 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. For live market cap and overall valuation, see market value of STS Global Income & Growth Trust PLC.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 104.6% | GBX308.02 Million | GBX- | GBX308.02 Million | GBX294.55 Million | ▲ +1.3 pp |
| 2024 | 103.3% | GBX324.67 Million | GBX- | GBX324.67 Million | GBX314.35 Million | ▼ -3.6 pp |
| 2023 | 106.9% | GBX234.36 Million | GBX- | GBX234.36 Million | GBX219.24 Million | ▲ +0.4 pp |
| 2022 | 106.5% | GBX244.56 Million | GBX- | GBX244.56 Million | GBX229.66 Million | ▼ -0.3 pp |
| 2021 | 106.8% | GBX221.77 Million | GBX- | GBX221.77 Million | GBX207.68 Million | ▼ -4.5 pp |
| 2020 | 111.3% | GBX189.67 Million | GBX- | GBX189.67 Million | GBX170.47 Million | ▲ +0.2 pp |
| 2019 | 111.1% | GBX212.68 Million | GBX- | GBX212.68 Million | GBX191.45 Million | ▲ +1.0 pp |
| 2018 | 110.1% | GBX206.67 Million | GBX- | GBX206.67 Million | GBX187.78 Million | ▼ -0.1 pp |
| 2017 | 110.2% | GBX219.81 Million | GBX- | GBX219.81 Million | GBX199.46 Million | ▲ +0.8 pp |
| 2016 | 109.4% | GBX179.90 Million | GBX- | GBX179.90 Million | GBX164.49 Million | ▲ +2.0 pp |
| 2015 | 107.4% | GBX198.71 Million | GBX- | GBX198.71 Million | GBX185.03 Million | — |