Beazley plc (BEZ) — Strategic Asset Allocation Index
Beazley plc (BEZ) has a Strategic Asset Allocation Index of 205.2% as of June 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX10.10 Billion) total GBX10.10 Billion, measured against net assets of GBX4.92 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Beazley plc net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Beazley plc Strategic Asset Allocation Index (2005–2025)
This chart shows how Beazley plc's Strategic Asset Allocation Index has evolved across 21 annual periods from 2005 to 2025. As of June 2026, the index stands at 205.2%, representing strategic assets of GBX10.10 Billion against net assets of GBX4.92 Billion GBX. For live market cap and overall valuation, see BEZ market cap overview.
Annual Strategic Asset Allocation Index for Beazley plc (2005–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Beazley plc from 2005 to 2025, covering 21 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. See what is Beazley plc's book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 205.6% | GBX10.02 Billion | GBX- | GBX10.02 Billion | GBX4.87 Billion | ▼ -24.1 pp |
| 2024 | 229.7% | GBX10.58 Billion | GBX- | GBX10.58 Billion | GBX4.61 Billion | ▼ -18.4 pp |
| 2023 | 248.1% | GBX9.63 Billion | GBX- | GBX9.63 Billion | GBX3.88 Billion | ▼ -79.1 pp |
| 2022 | 327.2% | GBX8.42 Billion | GBX75.40 Million | GBX8.35 Billion | GBX2.57 Billion | ▼ -19.1 pp |
| 2021 | 346.3% | GBX7.38 Billion | GBX94.70 Million | GBX7.28 Billion | GBX2.13 Billion | ▼ -8.9 pp |
| 2020 | 355.2% | GBX6.43 Billion | GBX106.10 Million | GBX6.32 Billion | GBX1.81 Billion | ▲ +9.6 pp |
| 2019 | 345.6% | GBX5.62 Billion | GBX44.80 Million | GBX5.57 Billion | GBX1.63 Billion | ▲ +23.8 pp |
| 2018 | 321.8% | GBX4.72 Billion | GBX4.90 Million | GBX4.72 Billion | GBX1.47 Billion | ▲ +24.2 pp |
| 2017 | 297.6% | GBX4.46 Billion | GBX4.40 Million | GBX4.46 Billion | GBX1.50 Billion | ▲ +13.8 pp |
| 2016 | 283.8% | GBX4.21 Billion | GBX5.40 Million | GBX4.21 Billion | GBX1.48 Billion | ▲ +282.8 pp |
| 2015 | 1.0% | GBX14.50 Million | GBX4.50 Million | GBX10.00 Million | GBX1.44 Billion | ▼ -0.1 pp |
| 2014 | 1.1% | GBX14.40 Million | GBX3.90 Million | GBX10.50 Million | GBX1.34 Billion | ▼ 0.0 pp |
| 2013 | 1.1% | GBX14.40 Million | GBX6.00 Million | GBX8.40 Million | GBX1.34 Billion | ▲ +0.5 pp |
| 2012 | 0.6% | GBX7.00 Million | GBX7.00 Million | GBX- | GBX1.21 Billion | ▼ -0.1 pp |
| 2011 | 0.7% | GBX7.10 Million | GBX7.10 Million | GBX- | GBX1.07 Billion | ▼ -0.2 pp |
| 2010 | 0.9% | GBX9.60 Million | GBX9.60 Million | GBX- | GBX1.08 Billion | ▲ +0.1 pp |
| 2009 | 0.8% | GBX7.70 Million | GBX7.70 Million | GBX- | GBX1.00 Billion | ▼ -0.6 pp |
| 2008 | 1.3% | GBX8.10 Million | GBX8.10 Million | GBX- | GBX604.36 Million | ▲ +0.4 pp |
| 2007 | 0.9% | GBX7.20 Million | GBX7.20 Million | GBX- | GBX790.48 Million | ▼ -0.2 pp |
| 2006 | 1.1% | GBX7.00 Million | GBX7.00 Million | GBX- | GBX625.97 Million | ▲ +0.6 pp |
| 2005 | 0.5% | GBX2.50 Million | GBX2.50 Million | GBX- | GBX482.48 Million | — |