Rathbone Brothers PLC (RAT) — 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. Check RAT asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Rathbone Brothers PLC Strategic Asset Allocation Index (2000–2025)
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. See Rathbone Brothers PLC (RAT) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Rathbone Brothers PLC (2000–2025)
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 the full company profile including market capitalisation, see market value of Rathbone Brothers PLC.
| 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 | — |