Investec Ltd Strategic Asset Allocation Index
Investec Ltd 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 Investec Ltd (INL) tangible equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Investec Ltd (2014–2025)
Strategic asset allocation index of Investec Ltd from 2014 to 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.
Investec Ltd Strategic Asset Allocation Index by Year (2014–2025)
Investec Ltd strategic asset allocation index by year from 2014 to 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 live market cap and overall valuation, see Investec Ltd stock valuation.
| 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 | — |