British and American Investment Trust PLC Strategic Asset Allocation Index
British and American Investment Trust PLC strategic asset allocation index. British and American Investment Trust PLC (BAF) has a Strategic Asset Allocation Index of 401.0% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX9.26 Million) total GBX9.26 Million, measured against net assets of GBX2.31 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See British and American Investment Trust PL (BAF) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of British and American Investment Trust PLC (2014–2025)
Strategic asset allocation index of British and American Investment Trust PLC from 2014 to 2025. This chart shows how British and American Investment Trust PLC's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 401.0%, representing strategic assets of GBX9.26 Million against net assets of GBX2.31 Million GBX. Check British and American Investment Trust PL tangible net worth ratio to evaluate the tangible quality of the company's equity base.
British and American Investment Trust PLC Strategic Asset Allocation Index by Year (2014–2025)
British and American Investment Trust PLC strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for British and American Investment Trust 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 British and American Investment Trust PL stock valuation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 401.0% | GBX9.26 Million | GBX- | GBX9.26 Million | GBX2.31 Million | ▲ +181.9 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 | — |