Bankers Investment Trust (BNKR) — Strategic Asset Allocation Index

Latest as of April 2023: 105.8%

Bankers Investment Trust (BNKR) has a Strategic Asset Allocation Index of 105.8% as of April 2023. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.52 Billion) total GBX1.52 Billion, measured against net assets of GBX1.43 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

105.8%
Strategic Assets / Net Assets

Strategic Assets

GBX1.52 Billion
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX1.43 Billion
GBX

Bankers Investment Trust Strategic Asset Allocation Index (2014–2023)

This chart shows how Bankers Investment Trust's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of April 2023, the index stands at 105.8%, representing strategic assets of GBX1.52 Billion against net assets of GBX1.43 Billion GBX. Explore cash flow conversion of Bankers Investment Trust to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Bankers Investment Trust (2014–2023)

The table below presents the year-by-year Strategic Asset Allocation Index for Bankers Investment Trust from 2014 to 2023, covering 10 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 BNKR company net worth.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2023 108.1% GBX1.44 Billion GBX- GBX1.44 Billion GBX1.33 Billion ▲ +2.8 pp
2022 105.4% GBX1.43 Billion GBX- GBX1.43 Billion GBX1.36 Billion ▼ -1.5 pp
2021 106.9% GBX1.70 Billion GBX- GBX1.70 Billion GBX1.59 Billion ▲ +6.3 pp
2020 100.6% GBX1.27 Billion GBX- GBX1.27 Billion GBX1.26 Billion ▼ -0.3 pp
2019 100.9% GBX1.17 Billion GBX- GBX1.17 Billion GBX1.16 Billion ▼ -3.2 pp
2018 104.1% GBX1.11 Billion GBX- GBX1.11 Billion GBX1.06 Billion ▼ -0.3 pp
2017 104.4% GBX1.13 Billion GBX- GBX1.13 Billion GBX1.08 Billion ▼ -0.5 pp
2016 104.9% GBX972.57 Million GBX- GBX972.57 Million GBX926.74 Million ▲ +3.0 pp
2015 102.0% GBX726.83 Million GBX- GBX726.83 Million GBX712.63 Million ▼ -0.6 pp
2014 102.6% GBX685.46 Million GBX- GBX685.46 Million GBX668.20 Million
pp = percentage points