Ruffer Investment Company Limited (RICA) — Strategic Asset Allocation Index

Latest as of June 2025: 96.0%

Ruffer Investment Company Limited (RICA) has a Strategic Asset Allocation Index of 96.0% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX852.78 Million) total GBX852.78 Million, measured against net assets of GBX888.20 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

96.0%
Strategic Assets / Net Assets

Strategic Assets

GBX852.78 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX888.20 Million
GBX

Ruffer Investment Company Limited Strategic Asset Allocation Index (2016–2025)

This chart shows how Ruffer Investment Company Limited's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of June 2025, the index stands at 96.0%, representing strategic assets of GBX852.78 Million against net assets of GBX888.20 Million GBX. Explore RICA cash generation efficiency to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Ruffer Investment Company Limited (2016–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Ruffer Investment Company Limited from 2016 to 2025, covering 10 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 Ruffer Investment Company Limited stock valuation.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2025 96.0% GBX852.78 Million GBX- GBX852.78 Million GBX888.20 Million ▼ -2.5 pp
2024 98.5% GBX1.00 Billion GBX- GBX1.00 Billion GBX1.02 Billion ▲ +3.2 pp
2023 95.3% GBX1.04 Billion GBX- GBX1.04 Billion GBX1.09 Billion ▲ +5.8 pp
2022 89.6% GBX853.37 Million GBX- GBX853.37 Million GBX952.78 Million ▼ -0.2 pp
2021 89.8% GBX517.03 Million GBX- GBX517.03 Million GBX575.85 Million ▼ -0.5 pp
2020 90.3% GBX401.00 Million GBX- GBX401.00 Million GBX444.11 Million ▼ -5.8 pp
2019 96.0% GBX390.22 Million GBX- GBX390.22 Million GBX406.27 Million ▲ +7.8 pp
2018 88.3% GBX358.67 Million GBX- GBX358.67 Million GBX406.31 Million ▼ -4.0 pp
2017 92.3% GBX346.63 Million GBX- GBX346.63 Million GBX375.60 Million ▼ -7.1 pp
2016 99.4% GBX329.57 Million GBX- GBX329.57 Million GBX331.48 Million
pp = percentage points