Invesco Bond Income Plus Limited Strategic Asset Allocation Index
Invesco Bond Income Plus Limited strategic asset allocation index. Invesco Bond Income Plus Limited (BIPS) has a Strategic Asset Allocation Index of 106.7% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX391.51 Million) total GBX391.51 Million, measured against net assets of GBX366.84 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Invesco Bond Income Plus Limited balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Invesco Bond Income Plus Limited (2018–2024)
Strategic asset allocation index of Invesco Bond Income Plus Limited from 2018 to 2024. This chart shows how Invesco Bond Income Plus Limited's Strategic Asset Allocation Index has evolved across 7 annual periods from 2018 to 2024. As of June 2025, the index stands at 106.7%, representing strategic assets of GBX391.51 Million against net assets of GBX366.84 Million GBX. Check Invesco Bond Income Plus Limited (BIPS) tangible equity ratio to evaluate the tangible quality of the company's equity base.
Invesco Bond Income Plus Limited Strategic Asset Allocation Index by Year (2018–2024)
Invesco Bond Income Plus Limited strategic asset allocation index by year from 2018 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Invesco Bond Income Plus Limited from 2018 to 2024, covering 7 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 Invesco Bond Income Plus Limited market cap and net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 109.1% | GBX377.38 Million | GBX- | GBX377.38 Million | GBX345.80 Million | ▼ -1.5 pp |
| 2023 | 110.7% | GBX337.12 Million | GBX- | GBX337.12 Million | GBX304.63 Million | ▼ -40.3 pp |
| 2022 | 151.0% | GBX424.46 Million | GBX- | GBX424.46 Million | GBX281.09 Million | ▼ -130.1 pp |
| 2021 | 281.1% | GBX352.72 Million | GBX- | GBX352.72 Million | GBX125.47 Million | ▲ +177.4 pp |
| 2020 | 103.7% | GBX205.40 Million | GBX- | GBX205.40 Million | GBX198.14 Million | ▲ +9.5 pp |
| 2019 | 94.2% | GBX181.04 Million | GBX- | GBX181.04 Million | GBX192.19 Million | ▼ -2.7 pp |
| 2018 | 96.9% | GBX168.19 Million | GBX- | GBX168.19 Million | GBX173.49 Million | — |