Close Brothers Group plc (CS3) — Strategic Asset Allocation Index
Close Brothers Group plc (CS3) has a Strategic Asset Allocation Index of 56.6% as of January 2026. Strategic assets (PP&E of €- plus long-term investments of €940.70 Million) total €940.70 Million, measured against net assets of €1.66 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Close Brothers Group plc to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Close Brothers Group plc Strategic Asset Allocation Index (2014–2024)
This chart shows how Close Brothers Group plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of January 2026, the index stands at 56.6%, representing strategic assets of €940.70 Million against net assets of €1.66 Billion EUR. For live market cap and overall valuation, see market value of Close Brothers Group plc.
Annual Strategic Asset Allocation Index for Close Brothers Group plc (2014–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Close Brothers Group plc 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. See Close Brothers Group plc book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 47.2% | €869.30 Million | €- | €869.30 Million | €1.84 Billion | ▼ -0.4 pp |
| 2023 | 47.6% | €782.50 Million | €357.10 Million | €425.40 Million | €1.64 Billion | ▼ -14.9 pp |
| 2022 | 62.4% | €1.03 Billion | €322.50 Million | €712.40 Million | €1.66 Billion | ▲ +9.1 pp |
| 2021 | 53.4% | €837.40 Million | €309.90 Million | €527.50 Million | €1.57 Billion | ▲ +1.7 pp |
| 2020 | 51.7% | €749.60 Million | €297.20 Million | €452.40 Million | €1.45 Billion | ▲ +7.0 pp |
| 2019 | 44.7% | €629.00 Million | €248.20 Million | €380.80 Million | €1.41 Billion | ▲ +0.6 pp |
| 2018 | 44.1% | €595.40 Million | €226.10 Million | €369.30 Million | €1.35 Billion | ▲ +3.5 pp |
| 2017 | 40.7% | €502.50 Million | €202.70 Million | €299.80 Million | €1.24 Billion | ▼ -3.1 pp |
| 2016 | 43.8% | €480.00 Million | €185.80 Million | €294.20 Million | €1.10 Billion | ▲ +26.1 pp |
| 2015 | 17.7% | €178.60 Million | €148.40 Million | €30.20 Million | €1.01 Billion | ▼ -2.2 pp |
| 2014 | 19.9% | €182.20 Million | €117.00 Million | €65.20 Million | €917.60 Million | — |