Barings Corporate Investors (MCI) — Strategic Asset Allocation Index

Latest as of December 2025: 115.1%

Barings Corporate Investors (MCI) has a Strategic Asset Allocation Index of 115.1% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $392.86 Million) total $392.86 Million, measured against net assets of $341.30 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Barings Corporate Investors to measure how much of total assets are equity-financed.

SAAI

115.1%
Strategic Assets / Net Assets

Strategic Assets

$392.86 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$341.30 Million
USD

Barings Corporate Investors Strategic Asset Allocation Index (2006–2025)

This chart shows how Barings Corporate Investors's Strategic Asset Allocation Index has evolved across 15 annual periods from 2006 to 2025. As of December 2025, the index stands at 115.1%, representing strategic assets of $392.86 Million against net assets of $341.30 Million USD. For live market cap and overall valuation, see Barings Corporate Investors market capitalisation.

Annual Strategic Asset Allocation Index for Barings Corporate Investors (2006–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Barings Corporate Investors from 2006 to 2025, covering 15 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. See net assets of Barings Corporate Investors for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 115.1% $392.86 Million $- $392.86 Million $341.30 Million ▲ +4.9 pp
2024 110.2% $378.69 Million $- $378.69 Million $343.56 Million ▲ +0.7 pp
2023 109.5% $372.23 Million $- $372.23 Million $339.83 Million ▼ -1.2 pp
2022 110.7% $367.14 Million $- $367.14 Million $331.64 Million ▲ +3.7 pp
2021 107.0% $361.61 Million $- $361.61 Million $338.04 Million ▲ +5.4 pp
2020 101.5% $309.35 Million $- $309.35 Million $304.68 Million ▼ -2.5 pp
2019 104.0% $320.58 Million $- $320.58 Million $308.25 Million ▲ +0.8 pp
2018 103.2% $300.70 Million $- $300.70 Million $291.24 Million ▼ -7.6 pp
2017 110.9% $336.50 Million $- $336.50 Million $303.53 Million ▲ +94.4 pp
2016 16.4% $46.22 Million $- $46.22 Million $281.57 Million ▼ -0.9 pp
2015 17.3% $47.83 Million $- $47.83 Million $275.92 Million ▼ -7.1 pp
2014 24.5% $68.52 Million $- $68.52 Million $280.13 Million ▼ -86.8 pp
2008 111.2% $231.56 Million $- $231.56 Million $208.14 Million ▲ +5.9 pp
2007 105.3% $264.55 Million $- $264.55 Million $251.16 Million ▼ -2.0 pp
2006 107.3% $270.16 Million $- $270.16 Million $251.69 Million
pp = percentage points