Close Brothers Group plc (CBG) — 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 CBG net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Close Brothers Group plc Strategic Asset Allocation Index (2000–2024)
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. For live market cap and overall valuation, see Close Brothers Group plc market cap and net worth.
Annual Strategic Asset Allocation Index for Close Brothers Group plc (2000–2024)
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. See Close Brothers Group plc book value and equity for net asset value and shareholders' equity analysis.
| 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 | — |