Close Brothers Group plc Strategic Asset Allocation Index
Close Brothers Group plc strategic asset allocation index. Close Brothers Group plc (CBG) has a Strategic Asset Allocation Index of 64.2% as of January 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX940.70 Million) total GBX940.70 Million, measured against net assets of GBX1.47 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Close Brothers Group plc balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Close Brothers Group plc (2000–2024)
Strategic asset allocation index of Close Brothers Group plc from 2000 to 2024. This chart shows how Close Brothers Group plc's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2024. As of January 2026, the index stands at 64.2%, representing strategic assets of GBX940.70 Million against net assets of GBX1.47 Billion GBX. Check Close Brothers Group plc (CBG) tangible equity ratio to evaluate the tangible quality of the company's equity base.
Close Brothers Group plc Strategic Asset Allocation Index by Year (2000–2024)
Close Brothers Group plc strategic asset allocation index by year from 2000 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Close Brothers Group plc from 2000 to 2024, covering 24 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 CBG stock market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 47.2% | GBX869.20 Million | GBX- | GBX869.20 Million | GBX1.84 Billion | ▼ -0.4 pp |
| 2023 | 47.6% | GBX782.50 Million | GBX357.10 Million | GBX425.40 Million | GBX1.64 Billion | ▼ -14.9 pp |
| 2022 | 62.4% | GBX1.03 Billion | GBX322.50 Million | GBX712.40 Million | GBX1.66 Billion | ▲ +9.1 pp |
| 2021 | 53.4% | GBX837.40 Million | GBX309.90 Million | GBX527.50 Million | GBX1.57 Billion | ▲ +1.7 pp |
| 2020 | 51.7% | GBX749.60 Million | GBX297.20 Million | GBX452.40 Million | GBX1.45 Billion | ▲ +7.0 pp |
| 2019 | 44.7% | GBX629.00 Million | GBX248.20 Million | GBX380.80 Million | GBX1.41 Billion | ▲ +16.4 pp |
| 2018 | 28.3% | GBX369.30 Million | GBX- | GBX369.30 Million | GBX1.30 Billion | ▼ -12.3 pp |
| 2017 | 40.7% | GBX502.50 Million | GBX202.70 Million | GBX299.80 Million | GBX1.24 Billion | ▼ -3.1 pp |
| 2016 | 43.8% | GBX480.00 Million | GBX185.80 Million | GBX294.20 Million | GBX1.10 Billion | ▲ +26.1 pp |
| 2015 | 17.7% | GBX178.60 Million | GBX148.40 Million | GBX30.20 Million | GBX1.01 Billion | ▼ -2.2 pp |
| 2014 | 19.9% | GBX182.20 Million | GBX117.00 Million | GBX65.20 Million | GBX917.60 Million | ▲ +9.1 pp |
| 2013 | 10.7% | GBX89.70 Million | GBX89.70 Million | GBX- | GBX836.50 Million | ▲ +1.0 pp |
| 2012 | 9.7% | GBX75.00 Million | GBX75.00 Million | GBX- | GBX769.80 Million | ▲ +1.2 pp |
| 2011 | 8.5% | GBX62.20 Million | GBX62.20 Million | GBX- | GBX728.30 Million | ▲ +2.4 pp |
| 2010 | 6.1% | GBX46.20 Million | GBX46.20 Million | GBX- | GBX754.40 Million | ▲ +0.2 pp |
| 2009 | 6.0% | GBX41.60 Million | GBX41.60 Million | GBX- | GBX697.70 Million | ▲ +1.5 pp |
| 2008 | 4.5% | GBX32.60 Million | GBX32.60 Million | GBX- | GBX725.40 Million | ▼ -0.5 pp |
| 2007 | 5.0% | GBX37.42 Million | GBX37.42 Million | GBX- | GBX752.60 Million | ▼ -1.5 pp |
| 2006 | 6.4% | GBX42.55 Million | GBX42.55 Million | GBX- | GBX662.36 Million | ▼ -0.5 pp |
| 2005 | 6.9% | GBX40.00 Million | GBX40.00 Million | GBX- | GBX578.38 Million | ▲ +0.5 pp |
| 2004 | 6.4% | GBX32.85 Million | GBX32.85 Million | GBX- | GBX513.94 Million | ▲ +1.2 pp |
| 2002 | 5.2% | GBX24.67 Million | GBX24.67 Million | GBX- | GBX478.00 Million | ▲ +0.2 pp |
| 2001 | 5.0% | GBX20.47 Million | GBX20.47 Million | GBX- | GBX412.95 Million | ▼ -0.5 pp |
| 2000 | 5.5% | GBX20.82 Million | GBX20.82 Million | GBX- | GBX379.33 Million | — |