Blackrock Energy and Resources Income Trust PLC (BERI) — Strategic Asset Allocation Index
Blackrock Energy and Resources Income Trust PLC (BERI) has a Strategic Asset Allocation Index of 104.0% as of November 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX190.12 Million) total GBX190.12 Million, measured against net assets of GBX182.81 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible net worth ratio of Blackrock Energy and Resources Income Tr to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Blackrock Energy and Resources Income Trust PLC Strategic Asset Allocation Index (2015–2025)
This chart shows how Blackrock Energy and Resources Income Trust PLC's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of November 2025, the index stands at 104.0%, representing strategic assets of GBX190.12 Million against net assets of GBX182.81 Million GBX.
Annual Strategic Asset Allocation Index for Blackrock Energy and Resources Income Trust PLC (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Blackrock Energy and Resources Income Trust PLC from 2015 to 2025, 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 live market cap and overall valuation, see Blackrock Energy and Resources Income Tr stock valuation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 104.0% | GBX190.12 Million | GBX- | GBX190.12 Million | GBX182.81 Million | ▼ -9.4 pp |
| 2024 | 113.4% | GBX189.75 Million | GBX- | GBX189.75 Million | GBX167.33 Million | ▲ +5.3 pp |
| 2023 | 108.1% | GBX175.54 Million | GBX- | GBX175.54 Million | GBX162.36 Million | ▲ +2.1 pp |
| 2022 | 106.0% | GBX206.39 Million | GBX- | GBX206.39 Million | GBX194.71 Million | ▲ +0.2 pp |
| 2021 | 105.8% | GBX127.78 Million | GBX- | GBX127.78 Million | GBX120.83 Million | ▼ -0.7 pp |
| 2020 | 106.5% | GBX97.58 Million | GBX- | GBX97.58 Million | GBX91.64 Million | ▼ -8.2 pp |
| 2019 | 114.7% | GBX98.55 Million | GBX- | GBX98.55 Million | GBX85.94 Million | ▲ +7.1 pp |
| 2018 | 107.6% | GBX94.81 Million | GBX- | GBX94.81 Million | GBX88.11 Million | ▲ +5.1 pp |
| 2017 | 102.6% | GBX94.60 Million | GBX- | GBX94.60 Million | GBX92.24 Million | ▼ -1.8 pp |
| 2016 | 104.3% | GBX103.13 Million | GBX- | GBX103.13 Million | GBX98.83 Million | ▲ +6.6 pp |
| 2015 | 97.7% | GBX69.61 Million | GBX- | GBX69.61 Million | GBX71.22 Million | — |