Polar Capital Global Financials Trust plc Strategic Asset Allocation Index
Polar Capital Global Financials Trust plc 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 Polar Capital Global Financials Trust pl (PCFT) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Polar Capital Global Financials Trust plc (2014–2025)
Strategic asset allocation index of Polar Capital Global Financials Trust plc from 2014 to 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. Check PCFT intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Polar Capital Global Financials Trust plc Strategic Asset Allocation Index by Year (2014–2025)
Polar Capital Global Financials Trust plc strategic asset allocation index by year from 2014 to 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 live market cap and overall valuation, see market value of Polar Capital Global Financials Trust pl.
| 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 | — |