Stellus Capital Investment (SCM) — 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 balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Stellus Capital Investment Strategic Asset Allocation Index (2014–2025)
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. For live market cap and overall valuation, see SCM stock market capitalisation.
Annual Strategic Asset Allocation Index for Stellus Capital Investment (2014–2025)
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. See what is Stellus Capital Investment's book value for net asset value and shareholders' equity analysis.
| 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 | — |