Investec PLC Strategic Asset Allocation Index
Investec PLC strategic asset allocation index. Investec PLC (INP) has a Strategic Asset Allocation Index of 167.2% as of September 2025. Strategic assets (PP&E of ZAC- plus long-term investments of ZAC6.05 Billion) total ZAC6.05 Billion, measured against net assets of ZAC3.62 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible net worth ratio of Investec PLC to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Investec PLC (2014–2025)
Strategic asset allocation index of Investec PLC from 2014 to 2025. This chart shows how Investec PLC's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of September 2025, the index stands at 167.2%, representing strategic assets of ZAC6.05 Billion against net assets of ZAC3.62 Billion ZAC.
Investec PLC Strategic Asset Allocation Index by Year (2014–2025)
Investec PLC strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Investec PLC 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 INP market cap.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 223.5% | ZAC12.64 Billion | ZAC- | ZAC12.64 Billion | ZAC5.65 Billion | ▲ +17.1 pp |
| 2024 | 206.4% | ZAC11.30 Billion | ZAC- | ZAC11.30 Billion | ZAC5.47 Billion | ▼ -10.0 pp |
| 2023 | 216.4% | ZAC11.54 Billion | ZAC- | ZAC11.54 Billion | ZAC5.33 Billion | ▲ +18.5 pp |
| 2022 | 197.9% | ZAC11.36 Billion | ZAC335.42 Million | ZAC11.02 Billion | ZAC5.74 Billion | ▼ -9.6 pp |
| 2021 | 207.5% | ZAC11.07 Billion | ZAC329.97 Million | ZAC10.74 Billion | ZAC5.33 Billion | ▼ -36.1 pp |
| 2020 | 243.7% | ZAC11.93 Billion | ZAC356.57 Million | ZAC11.58 Billion | ZAC4.90 Billion | ▼ -121.7 pp |
| 2019 | 365.4% | ZAC19.18 Billion | ZAC261.65 Million | ZAC18.92 Billion | ZAC5.25 Billion | ▲ +16.3 pp |
| 2018 | 349.0% | ZAC18.95 Billion | ZAC233.34 Million | ZAC18.71 Billion | ZAC5.43 Billion | ▲ +0.2 pp |
| 2017 | 348.8% | ZAC16.77 Billion | ZAC105.94 Million | ZAC16.67 Billion | ZAC4.81 Billion | ▲ +191.2 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 | ▼ -14.0 pp |
| 2014 | 158.1% | ZAC6.35 Billion | ZAC108.74 Million | ZAC6.24 Billion | ZAC4.02 Billion | — |