Investec Ltd (INL) — Strategic Asset Allocation Index

Latest as of March 2025: 221.2%

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.

SAAI

221.2%
Strategic Assets / Net Assets

Strategic Assets

ZAC12.51 Billion
PP&E + LT Investments

PP&E

ZAC-
ZAC

Net Assets

ZAC5.65 Billion
ZAC

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. Explore cash efficiency ratio of Investec Ltd to assess how effectively this company generates cash.

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 INL market cap overview.

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
pp = percentage points