Baronsmead Second Venture Trust Plc (BMD) — Strategic Asset Allocation Index
Baronsmead Second Venture Trust Plc (BMD) has a Strategic Asset Allocation Index of 99.1% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX219.13 Million) total GBX219.13 Million, measured against net assets of GBX221.19 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
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 September 2025, the index stands at 99.1%, representing strategic assets of GBX219.13 Million against net assets of GBX221.19 Million GBX. Explore cash flow conversion of Baronsmead Second Venture Trust Plc to assess how effectively this company generates cash.
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 the full company profile including market capitalisation, see Baronsmead Second Venture Trust Plc market capitalisation.
| 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 | — |