Personal Assets Trust plc (PNL) — Strategic Asset Allocation Index
Personal Assets Trust plc (PNL) has a Strategic Asset Allocation Index of 98.7% as of October 2025. Strategic assets (PP&E of £- plus long-term investments of £1.66 Billion) total £1.66 Billion, measured against net assets of £1.68 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Personal Assets Trust plc Strategic Asset Allocation Index (2015–2025)
This chart shows how Personal Assets Trust plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of October 2025, the index stands at 98.7%, representing strategic assets of £1.66 Billion against net assets of £1.68 Billion GBP. Explore cash flow conversion of Personal Assets Trust plc to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Personal Assets Trust plc (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Personal Assets Trust plc from 2015 to 2025, 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 the full company profile including market capitalisation, see how much is Personal Assets Trust plc worth.
| Year | SAAI | Strategic Assets (GBP) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 91.2% | £1.49 Billion | £- | £1.49 Billion | £1.63 Billion | ▼ -7.2 pp |
| 2024 | 98.4% | £1.64 Billion | £- | £1.64 Billion | £1.67 Billion | ▲ +1.3 pp |
| 2023 | 97.1% | £1.83 Billion | £- | £1.83 Billion | £1.88 Billion | ▼ -1.7 pp |
| 2022 | 98.8% | £1.79 Billion | £2.14 Million | £1.79 Billion | £1.81 Billion | ▲ +3.4 pp |
| 2021 | 95.4% | £1.43 Billion | £2.14 Million | £1.43 Billion | £1.50 Billion | ▲ +0.4 pp |
| 2020 | 95.0% | £1.10 Billion | £1.70 Million | £1.10 Billion | £1.16 Billion | ▼ -2.7 pp |
| 2019 | 97.7% | £946.46 Million | £- | £946.46 Million | £968.58 Million | ▲ +1.6 pp |
| 2018 | 96.1% | £825.79 Million | £- | £825.79 Million | £858.89 Million | ▲ +0.9 pp |
| 2017 | 95.2% | £744.14 Million | £- | £744.14 Million | £781.50 Million | ▲ +1.1 pp |
| 2016 | 94.1% | £602.68 Million | £- | £602.68 Million | £640.62 Million | ▼ -3.3 pp |
| 2015 | 97.4% | £593.95 Million | £- | £593.95 Million | £609.75 Million | — |