STS Global Income & Growth Trust PLC (STS) — Strategic Asset Allocation Index

Latest as of September 2025: 105.0%

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.

SAAI

105.0%
Strategic Assets / Net Assets

Strategic Assets

GBX297.71 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX283.55 Million
GBX

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. Explore cash efficiency ratio of STS Global Income & Growth Trust PLC to assess how effectively this company generates cash.

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 the full company profile including market capitalisation, see STS Global Income & Growth Trust PLC (STS) market capitalisation.

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
pp = percentage points