Stellus Capital Investment Strategic Asset Allocation Index
Stellus Capital Investment strategic asset allocation index. Stellus Capital Investment (SCM) has a Strategic Asset Allocation Index of 272.7% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $989.99 Million) total $989.99 Million, measured against net assets of $363.00 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Stellus Capital Investment net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Stellus Capital Investment (2014–2025)
Strategic asset allocation index of Stellus Capital Investment from 2014 to 2025. This chart shows how Stellus Capital Investment's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of March 2026, the index stands at 272.7%, representing strategic assets of $989.99 Million against net assets of $363.00 Million USD. Check tangible equity quality of Stellus Capital Investment to evaluate the tangible quality of the company's equity base.
Stellus Capital Investment Strategic Asset Allocation Index by Year (2014–2025)
Stellus Capital Investment strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Stellus Capital Investment from 2014 to 2025, covering 12 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 Stellus Capital Investment (SCM) market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 271.5% | $1.01 Billion | $- | $1.01 Billion | $371.18 Million | ▲ +13.7 pp |
| 2024 | 257.8% | $953.50 Million | $- | $953.50 Million | $369.92 Million | ▼ -15.6 pp |
| 2023 | 273.3% | $874.46 Million | $- | $874.46 Million | $319.94 Million | ▼ -33.0 pp |
| 2022 | 306.3% | $844.73 Million | $- | $844.73 Million | $275.78 Million | ▲ +35.2 pp |
| 2021 | 271.1% | $772.87 Million | $- | $772.87 Million | $285.11 Million | ▲ +32.0 pp |
| 2020 | 239.0% | $653.42 Million | $- | $653.42 Million | $273.36 Million | ▲ +6.6 pp |
| 2019 | 232.5% | $628.95 Million | $- | $628.95 Million | $270.57 Million | ▲ +8.1 pp |
| 2018 | 224.4% | $504.48 Million | $- | $504.48 Million | $224.85 Million | ▲ +55.5 pp |
| 2017 | 168.8% | $371.84 Million | $- | $371.84 Million | $220.25 Million | ▼ -45.1 pp |
| 2016 | 214.0% | $365.63 Million | $- | $365.63 Million | $170.88 Million | ▲ +2.0 pp |
| 2015 | 212.0% | $349.02 Million | $- | $349.02 Million | $164.65 Million | ▲ +30.3 pp |
| 2014 | 181.6% | $315.97 Million | $- | $315.97 Million | $173.95 Million | — |