Rathbone Brothers PLC (RAT) — Strategic Asset Allocation Index
Rathbone Brothers PLC (RAT) has a Strategic Asset Allocation Index of 134.0% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.80 Billion) total GBX1.80 Billion, measured against net assets of GBX1.34 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
Rathbone Brothers PLC Strategic Asset Allocation Index (2000–2024)
This chart shows how Rathbone Brothers PLC's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of June 2025, the index stands at 134.0%, representing strategic assets of GBX1.80 Billion against net assets of GBX1.34 Billion GBX. Explore RAT cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Rathbone Brothers PLC (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Rathbone Brothers PLC from 2000 to 2024, covering 25 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 Rathbone Brothers PLC market cap and net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (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 | — |