Brunner Investment Trust Strategic Asset Allocation Index
Brunner Investment Trust 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. See Brunner Investment Trust (BUT) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Brunner Investment Trust (2014–2023)
Strategic asset allocation index of Brunner Investment Trust from 2014 to 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. Check Brunner Investment Trust tangible book value ratio to evaluate the tangible quality of the company's equity base.
Brunner Investment Trust Strategic Asset Allocation Index by Year (2014–2023)
Brunner Investment Trust strategic asset allocation index by year from 2014 to 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 live market cap and overall valuation, see BUT market cap.
| 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 | — |