Personal Assets Trust plc (PNL) — Strategic Asset Allocation Index
Personal Assets Trust plc (PNL) has a Strategic Asset Allocation Index of 99.2% as of April 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.67 Billion) total GBX1.67 Billion, measured against net assets of GBX1.69 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see Personal Assets Trust plc (PNL) total market value.
SAAI
Strategic Assets
PP&E
Net Assets
Personal Assets Trust plc Strategic Asset Allocation Index (2015–2026)
This chart shows how Personal Assets Trust plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2015 to 2026. As of April 2026, the index stands at 99.2%, representing strategic assets of GBX1.67 Billion against net assets of GBX1.69 Billion GBX. See debt-free asset ratio of Personal Assets Trust plc to measure how much of total assets are equity-financed.
Annual Strategic Asset Allocation Index for Personal Assets Trust plc (2015–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Personal Assets Trust plc from 2015 to 2026, 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. Also explore how fast is Personal Assets Trust plc growing its equity to track the company's year-over-year net asset growth rate.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 99.2% | GBX1.67 Billion | GBX- | GBX1.67 Billion | GBX1.69 Billion | ▲ +8.1 pp |
| 2025 | 91.2% | GBX1.49 Billion | GBX- | GBX1.49 Billion | GBX1.63 Billion | ▼ -7.2 pp |
| 2024 | 98.4% | GBX1.64 Billion | GBX- | GBX1.64 Billion | GBX1.67 Billion | ▲ +1.3 pp |
| 2023 | 97.1% | GBX1.83 Billion | GBX- | GBX1.83 Billion | GBX1.88 Billion | ▼ -1.7 pp |
| 2022 | 98.8% | GBX1.79 Billion | GBX2.14 Million | GBX1.79 Billion | GBX1.81 Billion | ▲ +3.4 pp |
| 2021 | 95.4% | GBX1.43 Billion | GBX2.14 Million | GBX1.43 Billion | GBX1.50 Billion | ▲ +0.4 pp |
| 2020 | 95.0% | GBX1.10 Billion | GBX1.70 Million | GBX1.10 Billion | GBX1.16 Billion | ▼ -2.7 pp |
| 2019 | 97.7% | GBX946.46 Million | GBX- | GBX946.46 Million | GBX968.58 Million | ▲ +1.6 pp |
| 2018 | 96.1% | GBX825.79 Million | GBX- | GBX825.79 Million | GBX858.89 Million | ▲ +0.9 pp |
| 2017 | 95.2% | GBX744.14 Million | GBX- | GBX744.14 Million | GBX781.50 Million | ▲ +1.1 pp |
| 2016 | 94.1% | GBX602.68 Million | GBX- | GBX602.68 Million | GBX640.62 Million | ▼ -3.3 pp |
| 2015 | 97.4% | GBX593.95 Million | GBX- | GBX593.95 Million | GBX609.75 Million | — |