Investec PLC (INP) — Strategic Asset Allocation Index

Latest as of September 2025: 167.2%

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.

SAAI

167.2%
Strategic Assets / Net Assets

Strategic Assets

ZAC6.05 Billion
PP&E + LT Investments

PP&E

ZAC-
ZAC

Net Assets

ZAC3.62 Billion
ZAC

Investec PLC Strategic Asset Allocation Index (2014–2025)

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. Explore Investec PLC (INP) cash flow conversion to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Investec PLC (2014–2025)

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 the full company profile including market capitalisation, see market cap of Investec PLC.

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
pp = percentage points