The Investment Company plc Strategic Asset Allocation Index
The Investment Company plc 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. See INV net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of The Investment Company plc (2013–2025)
Strategic asset allocation index of The Investment Company plc from 2013 to 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. Check The Investment Company plc tangible book value ratio to evaluate the tangible quality of the company's equity base.
The Investment Company plc Strategic Asset Allocation Index by Year (2013–2025)
The Investment Company plc strategic asset allocation index by year from 2013 to 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 live market cap and overall valuation, see market cap of The Investment Company plc.
| 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 | — |