Value & Income Trust Strategic Asset Allocation Index
Value & Income Trust strategic asset allocation index. Value & Income Trust (VIP) has a Strategic Asset Allocation Index of 19.6% as of March 2022. Strategic assets (PP&E of GBX- plus long-term investments of GBX26.87 Million) total GBX26.87 Million, measured against net assets of GBX136.90 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See VIP equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Value & Income Trust (2018–2022)
Strategic asset allocation index of Value & Income Trust from 2018 to 2022. This chart shows how Value & Income Trust's Strategic Asset Allocation Index has evolved across 5 annual periods from 2018 to 2022. As of March 2022, the index stands at 19.6%, representing strategic assets of GBX26.87 Million against net assets of GBX136.90 Million GBX. Check how tangible is Value & Income Trust's equity to evaluate the tangible quality of the company's equity base.
Value & Income Trust Strategic Asset Allocation Index by Year (2018–2022)
Value & Income Trust strategic asset allocation index by year from 2018 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Value & Income Trust from 2018 to 2022, covering 5 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 Value & Income Trust stock valuation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 19.6% | GBX26.87 Million | GBX- | GBX26.87 Million | GBX136.90 Million | ▼ -4.6 pp |
| 2021 | 24.2% | GBX28.58 Million | GBX- | GBX28.58 Million | GBX118.08 Million | ▼ -54.5 pp |
| 2020 | 78.7% | GBX90.76 Million | GBX- | GBX90.76 Million | GBX115.31 Million | ▼ -6.3 pp |
| 2019 | 85.0% | GBX128.71 Million | GBX- | GBX128.71 Million | GBX151.43 Million | ▼ -0.7 pp |
| 2018 | 85.7% | GBX128.93 Million | GBX- | GBX128.93 Million | GBX150.52 Million | — |