British and American Investment Trust PLC (BAF) — Strategic Asset Allocation Index
British and American Investment Trust PLC (BAF) has a Strategic Asset Allocation Index of 219.2% as of December 2024. Strategic assets (PP&E of GBX- plus long-term investments of GBX13.05 Million) total GBX13.05 Million, measured against net assets of GBX5.95 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
British and American Investment Trust PLC Strategic Asset Allocation Index (2014–2024)
This chart shows how British and American Investment Trust PLC's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of December 2024, the index stands at 219.2%, representing strategic assets of GBX13.05 Million against net assets of GBX5.95 Million GBX. Explore cash flow conversion of British and American Investment Trust PL to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for British and American Investment Trust PLC (2014–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for British and American Investment Trust PLC from 2014 to 2024, covering 11 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 BAF market cap.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 219.2% | GBX13.05 Million | GBX- | GBX13.05 Million | GBX5.95 Million | ▼ -37.0 pp |
| 2023 | 256.2% | GBX11.56 Million | GBX- | GBX11.56 Million | GBX4.51 Million | ▲ +68.5 pp |
| 2022 | 187.7% | GBX13.31 Million | GBX- | GBX13.31 Million | GBX7.09 Million | ▼ -3.0 pp |
| 2021 | 190.7% | GBX12.83 Million | GBX- | GBX12.83 Million | GBX6.73 Million | ▲ +9.9 pp |
| 2020 | 180.9% | GBX12.15 Million | GBX- | GBX12.15 Million | GBX6.72 Million | ▼ -4.2 pp |
| 2019 | 185.1% | GBX12.04 Million | GBX- | GBX12.04 Million | GBX6.50 Million | ▲ +8.4 pp |
| 2018 | 176.7% | GBX13.99 Million | GBX- | GBX13.99 Million | GBX7.92 Million | ▲ +42.5 pp |
| 2017 | 134.2% | GBX20.84 Million | GBX- | GBX20.84 Million | GBX15.53 Million | ▲ +3.2 pp |
| 2016 | 131.0% | GBX29.71 Million | GBX- | GBX29.71 Million | GBX22.68 Million | ▼ -15.6 pp |
| 2015 | 146.6% | GBX44.29 Million | GBX- | GBX44.29 Million | GBX30.21 Million | ▲ +21.9 pp |
| 2014 | 124.7% | GBX33.83 Million | GBX- | GBX33.83 Million | GBX27.13 Million | — |