BlackRock Capital Allocation Trust Strategic Asset Allocation Index

Latest as of December 2025: 113.9%

BlackRock Capital Allocation Trust strategic asset allocation index. BlackRock Capital Allocation Trust (BCAT) has a Strategic Asset Allocation Index of 113.9% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $1.82 Billion) total $1.82 Billion, measured against net assets of $1.60 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of BlackRock Capital Allocation Trust to measure how much of total assets are equity-financed.

SAAI

113.9%
Strategic Assets / Net Assets

Strategic Assets

$1.82 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$1.60 Billion
USD

Strategic Asset Allocation Index of BlackRock Capital Allocation Trust (2020–2025)

Strategic asset allocation index of BlackRock Capital Allocation Trust from 2020 to 2025. This chart shows how BlackRock Capital Allocation Trust's Strategic Asset Allocation Index has evolved across 5 annual periods from 2020 to 2025. As of December 2025, the index stands at 113.9%, representing strategic assets of $1.82 Billion against net assets of $1.60 Billion USD. Check BlackRock Capital Allocation Trust tangible equity quality to evaluate the tangible quality of the company's equity base.

BlackRock Capital Allocation Trust Strategic Asset Allocation Index by Year (2020–2025)

BlackRock Capital Allocation Trust strategic asset allocation index by year from 2020 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for BlackRock Capital Allocation Trust from 2020 to 2025, covering 5 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 BlackRock Capital Allocation Trust (BCAT) market capitalisation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 113.9% $1.82 Billion $- $1.82 Billion $1.60 Billion ▲ +6.4 pp
2024 107.5% $1.85 Billion $- $1.85 Billion $1.72 Billion ▲ +0.5 pp
2023 107.0% $1.98 Billion $- $1.98 Billion $1.85 Billion ▼ -6.8 pp
2022 113.8% $2.07 Billion $- $2.07 Billion $1.82 Billion ▲ +16.1 pp
2020 97.7% $2.31 Billion $- $2.31 Billion $2.36 Billion —
pp = percentage points