Polar Capital Global Financials Trust plc (PCFT) — Strategic Asset Allocation Index
Polar Capital Global Financials Trust plc (PCFT) has a Strategic Asset Allocation Index of 107.1% as of November 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX402.88 Million) total GBX402.88 Million, measured against net assets of GBX376.29 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Polar Capital Global Financials Trust pl (PCFT) liquid assets ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Polar Capital Global Financials Trust plc Strategic Asset Allocation Index (2014–2025)
This chart shows how Polar Capital Global Financials Trust plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of November 2025, the index stands at 107.1%, representing strategic assets of GBX402.88 Million against net assets of GBX376.29 Million GBX. See PCFT FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Polar Capital Global Financials Trust plc (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Polar Capital Global Financials Trust plc from 2014 to 2025, 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 Polar Capital Global Financials Trust pl (PCFT) total market value.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 107.1% | GBX402.88 Million | GBX- | GBX402.88 Million | GBX376.29 Million | ▲ +2.1 pp |
| 2024 | 104.9% | GBX660.67 Million | GBX- | GBX660.67 Million | GBX629.68 Million | ▼ -1.3 pp |
| 2023 | 106.2% | GBX518.63 Million | GBX- | GBX518.63 Million | GBX488.20 Million | ▲ +0.4 pp |
| 2022 | 105.8% | GBX572.75 Million | GBX- | GBX572.75 Million | GBX541.27 Million | ▲ +0.4 pp |
| 2021 | 105.4% | GBX482.10 Million | GBX- | GBX482.10 Million | GBX457.25 Million | ▼ -8.0 pp |
| 2020 | 113.4% | GBX188.01 Million | GBX- | GBX188.01 Million | GBX165.74 Million | ▲ +9.3 pp |
| 2019 | 104.1% | GBX313.61 Million | GBX- | GBX313.61 Million | GBX301.17 Million | ▲ +2.2 pp |
| 2018 | 101.9% | GBX286.42 Million | GBX- | GBX286.42 Million | GBX280.98 Million | ▲ +0.2 pp |
| 2017 | 101.7% | GBX298.38 Million | GBX- | GBX298.38 Million | GBX293.29 Million | ▼ -3.6 pp |
| 2016 | 105.3% | GBX239.36 Million | GBX- | GBX239.36 Million | GBX227.29 Million | ▲ +2.9 pp |
| 2015 | 102.5% | GBX198.43 Million | GBX- | GBX198.43 Million | GBX193.66 Million | ▼ -0.5 pp |
| 2014 | 102.9% | GBX195.99 Million | GBX- | GBX195.99 Million | GBX190.41 Million | — |