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. See net asset quality index of Polar Capital Global Financials Trust pl to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see Polar Capital Global Financials Trust pl stock valuation.
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. See Polar Capital Global Financials Trust pl net assets for net asset value and shareholders' equity analysis.
| 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 | — |