Bankers Investment Trust (BNKR) — Strategic Asset Allocation Index
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. Check BNKR cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
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. See Bankers Investment Trust financial flexibility index to measure the company's free cash flow as a share of total liabilities.
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 market value of Bankers Investment Trust.
| 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 | — |