Rathbone Brothers PLC Strategic Asset Allocation Index
Rathbone Brothers PLC strategic asset allocation index. Rathbone Brothers PLC (RAT) has a Strategic Asset Allocation Index of 137.9% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.86 Billion) total GBX1.86 Billion, measured against net assets of GBX1.35 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Rathbone Brothers PLC (RAT) 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 Rathbone Brothers PLC (2000–2025)
Strategic asset allocation index of Rathbone Brothers PLC from 2000 to 2025. This chart shows how Rathbone Brothers PLC's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 137.9%, representing strategic assets of GBX1.86 Billion against net assets of GBX1.35 Billion GBX. Check Rathbone Brothers PLC tangible equity quality to evaluate the tangible quality of the company's equity base.
Rathbone Brothers PLC Strategic Asset Allocation Index by Year (2000–2025)
Rathbone Brothers PLC strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Rathbone Brothers PLC from 2000 to 2025, covering 26 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 how much is Rathbone Brothers PLC worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 137.9% | GBX1.86 Billion | GBX- | GBX1.86 Billion | GBX1.35 Billion | ▲ +43.9 pp |
| 2024 | 94.0% | GBX1.28 Billion | GBX- | GBX1.28 Billion | GBX1.36 Billion | ▼ -1.9 pp |
| 2023 | 96.0% | GBX1.30 Billion | GBX- | GBX1.30 Billion | GBX1.35 Billion | ▼ -78.6 pp |
| 2022 | 174.6% | GBX1.11 Billion | GBX51.77 Million | GBX1.06 Billion | GBX634.83 Million | ▲ +38.4 pp |
| 2021 | 136.1% | GBX848.54 Million | GBX56.95 Million | GBX791.59 Million | GBX623.28 Million | ▼ -23.2 pp |
| 2020 | 159.3% | GBX818.69 Million | GBX59.70 Million | GBX758.99 Million | GBX513.83 Million | ▲ +0.5 pp |
| 2019 | 158.9% | GBX771.14 Million | GBX64.91 Million | GBX706.23 Million | GBX485.39 Million | ▼ -57.4 pp |
| 2018 | 216.3% | GBX1.00 Billion | GBX16.84 Million | GBX987.02 Million | GBX464.14 Million | ▼ -11.6 pp |
| 2017 | 227.9% | GBX827.74 Million | GBX16.46 Million | GBX811.28 Million | GBX363.28 Million | ▼ -25.2 pp |
| 2016 | 253.1% | GBX822.01 Million | GBX16.59 Million | GBX805.42 Million | GBX324.81 Million | ▲ +249.4 pp |
| 2015 | 3.7% | GBX11.08 Million | GBX10.01 Million | GBX1.07 Million | GBX300.19 Million | ▼ -0.8 pp |
| 2014 | 4.5% | GBX12.19 Million | GBX10.24 Million | GBX1.95 Million | GBX271.27 Million | ▼ -2.4 pp |
| 2013 | 6.9% | GBX19.15 Million | GBX11.52 Million | GBX7.63 Million | GBX277.52 Million | ▲ +5.8 pp |
| 2012 | 1.1% | GBX11.95 Million | GBX11.95 Million | GBX- | GBX1.12 Billion | ▲ +0.2 pp |
| 2011 | 0.9% | GBX10.66 Million | GBX10.66 Million | GBX- | GBX1.17 Billion | ▲ +0.3 pp |
| 2010 | 0.6% | GBX6.14 Million | GBX6.14 Million | GBX- | GBX1.02 Billion | ▲ +0.1 pp |
| 2009 | 0.6% | GBX5.68 Million | GBX5.68 Million | GBX- | GBX1.03 Billion | ▲ +0.0 pp |
| 2008 | 0.5% | GBX6.82 Million | GBX6.82 Million | GBX- | GBX1.30 Billion | ▼ -0.1 pp |
| 2007 | 0.7% | GBX8.13 Million | GBX8.13 Million | GBX- | GBX1.22 Billion | ▼ 0.0 pp |
| 2006 | 0.7% | GBX6.46 Million | GBX6.46 Million | GBX- | GBX902.83 Million | ▲ +0.1 pp |
| 2005 | 0.6% | GBX4.29 Million | GBX4.29 Million | GBX- | GBX696.13 Million | ▼ -0.3 pp |
| 2004 | 0.9% | GBX5.62 Million | GBX5.62 Million | GBX- | GBX605.07 Million | ▼ -0.3 pp |
| 2003 | 1.2% | GBX6.23 Million | GBX6.23 Million | GBX- | GBX514.27 Million | ▼ -0.2 pp |
| 2002 | 1.4% | GBX7.45 Million | GBX7.45 Million | GBX- | GBX536.91 Million | ▼ -10.2 pp |
| 2001 | 11.6% | GBX8.96 Million | GBX8.96 Million | GBX- | GBX77.45 Million | ▲ +0.6 pp |
| 2000 | 11.0% | GBX7.76 Million | GBX7.76 Million | GBX- | GBX70.68 Million | — |