Stellus Capital Investment (SCM) — Strategic Asset Allocation Index

Latest as of September 2025: 267.4%

Stellus Capital Investment (SCM) has a Strategic Asset Allocation Index of 267.4% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $1.01 Billion) total $1.01 Billion, measured against net assets of $377.73 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

267.4%
Strategic Assets / Net Assets

Strategic Assets

$1.01 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$377.73 Million
USD

Stellus Capital Investment Strategic Asset Allocation Index (2014–2024)

This chart shows how Stellus Capital Investment's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of September 2025, the index stands at 267.4%, representing strategic assets of $1.01 Billion against net assets of $377.73 Million USD. Explore how efficiently does Stellus Capital Investment generate cash to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Stellus Capital Investment (2014–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Stellus Capital Investment from 2014 to 2024, 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 Stellus Capital Investment stock valuation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (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
pp = percentage points