Brunner Investment Trust (BUT) — Strategic Asset Allocation Index
Brunner Investment Trust (BUT) has a Strategic Asset Allocation Index of 104.8% as of November 2023. Strategic assets (PP&E of GBX- plus long-term investments of GBX553.38 Million) total GBX553.38 Million, measured against net assets of GBX528.21 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Brunner Investment Trust liquidity resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Brunner Investment Trust Strategic Asset Allocation Index (2014–2023)
This chart shows how Brunner Investment Trust's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of November 2023, the index stands at 104.8%, representing strategic assets of GBX553.38 Million against net assets of GBX528.21 Million GBX. See BUT free cash flow debt coverage to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Brunner Investment Trust (2014–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Brunner 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 cap of Brunner Investment Trust.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 104.8% | GBX553.38 Million | GBX- | GBX553.38 Million | GBX528.21 Million | ▼ -1.5 pp |
| 2022 | 106.3% | GBX533.92 Million | GBX- | GBX533.92 Million | GBX502.45 Million | ▼ -9917.1 pp |
| 2021 | 10023.3% | GBX533.92 Million | GBX- | GBX533.92 Million | GBX5.33 Million | ▲ +1667.2 pp |
| 2020 | 8356.1% | GBX445.12 Million | GBX- | GBX445.12 Million | GBX5.33 Million | ▲ +179.2 pp |
| 2019 | 8176.9% | GBX435.57 Million | GBX- | GBX435.57 Million | GBX5.33 Million | ▲ +1009.6 pp |
| 2018 | 7167.3% | GBX381.79 Million | GBX- | GBX381.79 Million | GBX5.33 Million | ▼ -21.9 pp |
| 2017 | 7189.2% | GBX382.96 Million | GBX- | GBX382.96 Million | GBX5.33 Million | ▲ +769.4 pp |
| 2016 | 6419.8% | GBX339.32 Million | GBX- | GBX339.32 Million | GBX5.29 Million | ▲ +878.5 pp |
| 2015 | 5541.3% | GBX290.75 Million | GBX- | GBX290.75 Million | GBX5.25 Million | ▼ -757.5 pp |
| 2014 | 6298.8% | GBX329.28 Million | GBX- | GBX329.28 Million | GBX5.23 Million | — |