Patria Private Equity Trust Strategic Asset Allocation Index
Patria Private Equity Trust strategic asset allocation index. Patria Private Equity Trust (PPET) has a Strategic Asset Allocation Index of 107.9% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.37 Billion) total GBX1.37 Billion, measured against net assets of GBX1.27 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PPET equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Patria Private Equity Trust (2020–2025)
Strategic asset allocation index of Patria Private Equity Trust from 2020 to 2025. This chart shows how Patria Private Equity Trust's Strategic Asset Allocation Index has evolved across 6 annual periods from 2020 to 2025. As of March 2026, the index stands at 107.9%, representing strategic assets of GBX1.37 Billion against net assets of GBX1.27 Billion GBX. Check Patria Private Equity Trust (PPET) tangible equity ratio to evaluate the tangible quality of the company's equity base.
Patria Private Equity Trust Strategic Asset Allocation Index by Year (2020–2025)
Patria Private Equity Trust strategic asset allocation index by year from 2020 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Patria Private Equity Trust from 2020 to 2025, covering 6 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 Patria Private Equity Trust (PPET) total market value.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 109.1% | GBX1.37 Billion | GBX- | GBX1.37 Billion | GBX1.26 Billion | ▲ +10.4 pp |
| 2024 | 98.7% | GBX1.18 Billion | GBX- | GBX1.18 Billion | GBX1.19 Billion | ▼ -6.4 pp |
| 2023 | 105.1% | GBX1.26 Billion | GBX- | GBX1.26 Billion | GBX1.20 Billion | ▲ +2.1 pp |
| 2022 | 103.0% | GBX1.19 Billion | GBX- | GBX1.19 Billion | GBX1.16 Billion | ▲ +5.7 pp |
| 2021 | 97.3% | GBX1.01 Billion | GBX- | GBX1.01 Billion | GBX1.04 Billion | ▲ +3.8 pp |
| 2020 | 93.5% | GBX721.65 Million | GBX- | GBX721.65 Million | GBX771.62 Million | — |