Pacific Assets Trust plc (PAC) — Strategic Asset Allocation Index
Pacific Assets Trust plc (PAC) has a Strategic Asset Allocation Index of 100.4% as of January 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX472.55 Million) total GBX472.55 Million, measured against net assets of GBX470.77 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Pacific Assets Trust plc tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Pacific Assets Trust plc Strategic Asset Allocation Index (2016–2026)
This chart shows how Pacific Assets Trust plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2016 to 2026. As of January 2026, the index stands at 100.4%, representing strategic assets of GBX472.55 Million against net assets of GBX470.77 Million GBX.
Annual Strategic Asset Allocation Index for Pacific Assets Trust plc (2016–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Pacific Assets Trust plc from 2016 to 2026, 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 live market cap and overall valuation, see Pacific Assets Trust plc (PAC) market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 100.4% | GBX472.55 Million | GBX- | GBX472.55 Million | GBX470.77 Million | ▼ -1.0 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 | — |