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. For live market cap and overall valuation, see STS market cap.
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. See STS net asset quality score to measure how much of total assets are equity-financed.
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. Also explore STS Global Income & Growth Trust PLC (STS) equity growth momentum to track the company's year-over-year net asset growth rate.
| 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 | — |