Investec plc Strategic Asset Allocation Index
Investec plc 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. See INVR equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Investec plc (2015–2026)
Strategic asset allocation index of Investec plc from 2015 to 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. Check Investec plc tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Investec plc Strategic Asset Allocation Index by Year (2015–2026)
Investec plc strategic asset allocation index by year from 2015 to 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 live market cap and overall valuation, see market value of Investec plc.
| 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 | — |