Investec Ltd (INL) — Strategic Asset Allocation Index
Investec Ltd (INL) has a Strategic Asset Allocation Index of 221.2% as of March 2025. Strategic assets (PP&E of ZAC- plus long-term investments of ZAC12.51 Billion) total ZAC12.51 Billion, measured against net assets of ZAC5.65 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See INL equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Investec Ltd Strategic Asset Allocation Index (2014–2025)
This chart shows how Investec Ltd's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of March 2025, the index stands at 221.2%, representing strategic assets of ZAC12.51 Billion against net assets of ZAC5.65 Billion ZAC. For live market cap and overall valuation, see INL stock market capitalisation.
Annual Strategic Asset Allocation Index for Investec Ltd (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Investec Ltd 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 Investec Ltd (INL) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 221.2% | ZAC12.51 Billion | ZAC- | ZAC12.51 Billion | ZAC5.65 Billion | ▲ +20.9 pp |
| 2024 | 200.2% | ZAC10.96 Billion | ZAC- | ZAC10.96 Billion | ZAC5.47 Billion | ▼ -10.9 pp |
| 2023 | 211.2% | ZAC11.21 Billion | ZAC- | ZAC11.21 Billion | ZAC5.31 Billion | ▼ -2.9 pp |
| 2022 | 214.1% | ZAC133.87 Billion | ZAC335.42 Million | ZAC133.53 Billion | ZAC62.53 Billion | ▼ -13.2 pp |
| 2021 | 227.3% | ZAC137.82 Billion | ZAC329.97 Million | ZAC137.49 Billion | ZAC60.63 Billion | ▼ -22.9 pp |
| 2020 | 250.2% | ZAC141.79 Billion | ZAC356.57 Million | ZAC141.43 Billion | ZAC56.67 Billion | ▼ -264.2 pp |
| 2019 | 514.4% | ZAC286.09 Billion | ZAC261.65 Million | ZAC285.83 Billion | ZAC55.62 Billion | ▼ -4190.5 pp |
| 2018 | 4704.9% | ZAC255.40 Billion | ZAC233.34 Million | ZAC255.16 Billion | ZAC5.43 Billion | ▼ -58.6 pp |
| 2017 | 4763.4% | ZAC229.06 Billion | ZAC105.94 Million | ZAC228.95 Billion | ZAC4.81 Billion | ▲ +4605.8 pp |
| 2016 | 157.6% | ZAC6.08 Billion | ZAC90.89 Million | ZAC5.99 Billion | ZAC3.86 Billion | ▲ +13.5 pp |
| 2015 | 144.1% | ZAC5.82 Billion | ZAC102.35 Million | ZAC5.72 Billion | ZAC4.04 Billion | ▼ -14.1 pp |
| 2014 | 158.2% | ZAC6.35 Billion | ZAC108.74 Million | ZAC6.24 Billion | ZAC4.01 Billion | — |