The Investment Company plc (INV) — Strategic Asset Allocation Index
The Investment Company plc (INV) has a Strategic Asset Allocation Index of 85.0% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX6.10 Million) total GBX6.10 Million, measured against net assets of GBX7.18 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check INV asset liquidity ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
The Investment Company plc Strategic Asset Allocation Index (2013–2025)
This chart shows how The Investment Company plc's Strategic Asset Allocation Index has evolved across 14 annual periods from 2013 to 2025. As of December 2025, the index stands at 85.0%, representing strategic assets of GBX6.10 Million against net assets of GBX7.18 Million GBX. See INV 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 The Investment Company plc (2013–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for The Investment Company plc from 2013 to 2025, covering 14 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 The Investment Company plc market cap and net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 87.0% | GBX6.36 Million | GBX- | GBX6.36 Million | GBX7.31 Million | ▼ -8.9 pp |
| 2024 | 95.8% | GBX7.07 Million | GBX- | GBX7.07 Million | GBX7.38 Million | ▲ +43.2 pp |
| 2023 | 52.6% | GBX8.56 Million | GBX- | GBX8.56 Million | GBX16.27 Million | ▼ -43.6 pp |
| 2022 | 96.2% | GBX15.45 Million | GBX- | GBX15.45 Million | GBX16.05 Million | ▲ +0.3 pp |
| 2021 | 95.9% | GBX15.62 Million | GBX- | GBX15.62 Million | GBX16.28 Million | ▼ -2.6 pp |
| 2020 | 98.5% | GBX14.82 Million | GBX- | GBX14.82 Million | GBX15.04 Million | ▲ +3.6 pp |
| 2019 | 94.9% | GBX15.78 Million | GBX- | GBX15.78 Million | GBX16.62 Million | ▲ +0.6 pp |
| 2018 | 94.3% | GBX16.34 Million | GBX- | GBX16.34 Million | GBX17.33 Million | ▲ +2.1 pp |
| 2017 | 92.2% | GBX16.36 Million | GBX- | GBX16.36 Million | GBX17.74 Million | ▼ -4.4 pp |
| 2016 | 96.6% | GBX16.41 Million | GBX- | GBX16.41 Million | GBX16.99 Million | ▲ +0.0 pp |
| 2015 | 96.6% | GBX17.82 Million | GBX- | GBX17.82 Million | GBX18.45 Million | ▲ +3.0 pp |
| 2014 | 93.5% | GBX17.49 Million | GBX- | GBX17.49 Million | GBX18.69 Million | ▲ +12.3 pp |
| 2013 | 81.3% | GBX13.00 Million | GBX- | GBX13.00 Million | GBX16.00 Million | ▼ -51.7 pp |
| 2013 | 132.9% | GBX13.00 Million | GBX- | GBX13.00 Million | GBX9.78 Million | — |