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.
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. See BERI free cash flow debt coverage to measure the company's free cash flow as a share of total liabilities.
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 the full company profile including market capitalisation, see BERI market cap.
| 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 | — |