Pacific Assets Trust plc (PAC) — Strategic Asset Allocation Index
Pacific Assets Trust plc (PAC) has a Strategic Asset Allocation Index of 100.2% as of July 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX470.91 Million) total GBX470.91 Million, measured against net assets of GBX470.01 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Pacific Assets Trust plc Strategic Asset Allocation Index (2016–2025)
This chart shows how Pacific Assets Trust plc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of July 2025, the index stands at 100.2%, representing strategic assets of GBX470.91 Million against net assets of GBX470.01 Million GBX. Explore Pacific Assets Trust plc (PAC) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Pacific Assets Trust plc (2016–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Pacific Assets Trust plc from 2016 to 2025, covering 10 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 Pacific Assets Trust plc (PAC) market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 101.3% | GBX510.20 Million | GBX- | GBX510.20 Million | GBX503.44 Million | ▲ +0.2 pp |
| 2024 | 101.1% | GBX470.11 Million | GBX- | GBX470.11 Million | GBX464.82 Million | ▲ +1.0 pp |
| 2023 | 100.2% | GBX474.40 Million | GBX- | GBX474.40 Million | GBX473.66 Million | ▲ +3.2 pp |
| 2022 | 97.0% | GBX436.98 Million | GBX- | GBX436.98 Million | GBX450.67 Million | ▼ -0.3 pp |
| 2021 | 97.2% | GBX404.71 Million | GBX- | GBX404.71 Million | GBX416.22 Million | ▲ +7.7 pp |
| 2020 | 89.5% | GBX309.52 Million | GBX- | GBX309.52 Million | GBX345.72 Million | ▲ +0.1 pp |
| 2019 | 89.4% | GBX297.35 Million | GBX- | GBX297.35 Million | GBX332.67 Million | ▼ -4.5 pp |
| 2018 | 93.8% | GBX300.95 Million | GBX- | GBX300.95 Million | GBX320.73 Million | ▼ 0.0 pp |
| 2017 | 93.8% | GBX269.54 Million | GBX- | GBX269.54 Million | GBX287.20 Million | ▲ +3.9 pp |
| 2016 | 89.9% | GBX205.37 Million | GBX- | GBX205.37 Million | GBX228.33 Million | — |