Investec plc (INVR) — Strategic Asset Allocation Index
Investec plc (INVR) has a Strategic Asset Allocation Index of 167.2% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX6.05 Billion) total GBX6.05 Billion, measured against net assets of GBX3.62 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Investec plc Strategic Asset Allocation Index (2015–2025)
This chart shows how Investec plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of September 2025, the index stands at 167.2%, representing strategic assets of GBX6.05 Billion against net assets of GBX3.62 Billion GBX. Explore Investec plc (INVR) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Investec plc (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Investec plc from 2015 to 2025, covering 11 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 market cap of Investec plc.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |