Investec plc (INVR) — Strategic Asset Allocation Index
Investec plc (INVR) has a Strategic Asset Allocation Index of 240.2% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX14.58 Billion) total GBX14.58 Billion, measured against net assets of GBX6.07 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how resilient are Investec plc's assets to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Investec plc Strategic Asset Allocation Index (2015–2026)
This chart shows how Investec plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2015 to 2026. As of March 2026, the index stands at 240.2%, representing strategic assets of GBX14.58 Billion against net assets of GBX6.07 Billion GBX. See INVR financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Investec plc (2015–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Investec plc from 2015 to 2026, covering 12 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 INVR market cap.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 240.2% | GBX14.58 Billion | GBX- | GBX14.58 Billion | GBX6.07 Billion | ▲ +16.8 pp |
| 2025 | 223.5% | GBX12.64 Billion | GBX- | GBX12.64 Billion | GBX5.65 Billion | ▼ -8.2 pp |
| 2024 | 231.6% | GBX11.32 Billion | GBX- | GBX11.32 Billion | GBX4.89 Billion | ▼ -2.3 pp |
| 2023 | 233.9% | GBX11.54 Billion | GBX- | GBX11.54 Billion | GBX4.93 Billion | ▲ +24.1 pp |
| 2022 | 209.8% | GBX11.18 Billion | GBX155.06 Million | GBX11.02 Billion | GBX5.33 Billion | ▼ -9.2 pp |
| 2021 | 219.1% | GBX10.90 Billion | GBX185.50 Million | GBX10.72 Billion | GBX4.98 Billion | ▼ -37.3 pp |
| 2020 | 256.3% | GBX11.80 Billion | GBX216.96 Million | GBX11.58 Billion | GBX4.60 Billion | ▼ -109.0 pp |
| 2019 | 365.4% | GBX19.18 Billion | GBX261.65 Million | GBX18.92 Billion | GBX5.25 Billion | ▲ +16.3 pp |
| 2018 | 349.0% | GBX18.95 Billion | GBX233.34 Million | GBX18.71 Billion | GBX5.43 Billion | ▲ +0.2 pp |
| 2017 | 348.8% | GBX16.77 Billion | GBX105.94 Million | GBX16.67 Billion | GBX4.81 Billion | ▲ +315.2 pp |
| 2016 | 33.6% | GBX1.30 Billion | GBX90.89 Million | GBX1.21 Billion | GBX3.86 Billion | ▼ -110.5 pp |
| 2015 | 144.1% | GBX5.82 Billion | GBX102.35 Million | GBX5.72 Billion | GBX4.04 Billion | — |