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 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.
SAAI
Strategic Assets
PP&E
Net Assets
British and American Investment Trust PLC Strategic Asset Allocation Index (2014–2025)
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. See financial agility of British and American Investment Trust PL to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for British and American Investment Trust PLC (2014–2025)
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 the full company profile including market capitalisation, see British and American Investment Trust PL (BAF) total market value.
| 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 | — |