Baronsmead Second Venture Trust Plc (BMD) — Strategic Asset Allocation Index
Baronsmead Second Venture Trust Plc (BMD) has a Strategic Asset Allocation Index of 98.9% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX195.20 Million) total GBX195.20 Million, measured against net assets of GBX197.47 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check BMD intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Baronsmead Second Venture Trust Plc Strategic Asset Allocation Index (2014–2025)
This chart shows how Baronsmead Second Venture Trust Plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2025. As of March 2026, the index stands at 98.9%, representing strategic assets of GBX195.20 Million against net assets of GBX197.47 Million GBX.
Annual Strategic Asset Allocation Index for Baronsmead Second Venture Trust Plc (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Baronsmead Second Venture Trust Plc from 2014 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 Baronsmead Second Venture Trust Plc (BMD) total market value.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 99.1% | GBX219.13 Million | GBX- | GBX219.13 Million | GBX221.19 Million | ▼ -1.2 pp |
| 2024 | 100.3% | GBX228.17 Million | GBX- | GBX228.17 Million | GBX227.44 Million | ▲ +0.0 pp |
| 2023 | 100.3% | GBX210.24 Million | GBX- | GBX210.24 Million | GBX209.66 Million | ▲ +16.8 pp |
| 2022 | 83.4% | GBX177.71 Million | GBX- | GBX177.71 Million | GBX212.99 Million | ▼ -12.4 pp |
| 2021 | 95.9% | GBX238.10 Million | GBX- | GBX238.10 Million | GBX248.37 Million | ▼ -2.8 pp |
| 2020 | 98.7% | GBX179.93 Million | GBX- | GBX179.93 Million | GBX182.32 Million | ▲ +4.0 pp |
| 2019 | 94.7% | GBX166.10 Million | GBX- | GBX166.10 Million | GBX175.38 Million | ▼ -5.3 pp |
| 2018 | 100.0% | GBX199.39 Million | GBX- | GBX199.39 Million | GBX199.39 Million | ▼ -0.4 pp |
| 2017 | 100.4% | GBX187.36 Million | GBX- | GBX187.36 Million | GBX186.69 Million | ▲ +14.7 pp |
| 2015 | 85.7% | GBX67.85 Million | GBX- | GBX67.85 Million | GBX79.20 Million | ▼ -1.0 pp |
| 2014 | 86.7% | GBX66.41 Million | GBX- | GBX66.41 Million | GBX76.62 Million | — |