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. Check INL cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
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. See INL financial flexibility score to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see Investec Ltd (INL) market capitalisation.
| 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 | — |