Barings Participation Investors (the Trust) Strategic Asset Allocation Index
Barings Participation Investors (the Trust) strategic asset allocation index. Barings Participation Investors (the Trust) (MPV) has a Strategic Asset Allocation Index of 116.7% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $191.20 Million) total $191.20 Million, measured against net assets of $163.82 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Barings Participation Investors (the Tru to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Barings Participation Investors (the Trust) (2005–2025)
Strategic asset allocation index of Barings Participation Investors (the Trust) from 2005 to 2025. This chart shows how Barings Participation Investors (the Trust)'s Strategic Asset Allocation Index has evolved across 15 annual periods from 2005 to 2025. As of December 2025, the index stands at 116.7%, representing strategic assets of $191.20 Million against net assets of $163.82 Million USD. Check MPV tangible net assets ratio to evaluate the tangible quality of the company's equity base.
Barings Participation Investors (the Trust) Strategic Asset Allocation Index by Year (2005–2025)
Barings Participation Investors (the Trust) strategic asset allocation index by year from 2005 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Barings Participation Investors (the Trust) from 2005 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. For live market cap and overall valuation, see how much is Barings Participation Investors (the Tru worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 116.7% | $191.20 Million | $- | $191.20 Million | $163.82 Million | ▲ +5.3 pp |
| 2024 | 111.4% | $184.00 Million | $- | $184.00 Million | $165.12 Million | ▲ +0.9 pp |
| 2023 | 110.5% | $180.58 Million | $- | $180.58 Million | $163.37 Million | ▼ -1.7 pp |
| 2022 | 112.2% | $178.35 Million | $- | $178.35 Million | $158.92 Million | ▲ +4.8 pp |
| 2021 | 107.5% | $173.11 Million | $- | $173.11 Million | $161.08 Million | ▲ +4.5 pp |
| 2020 | 103.0% | $148.48 Million | $- | $148.48 Million | $144.18 Million | ▼ -0.1 pp |
| 2019 | 103.1% | $150.63 Million | $- | $150.63 Million | $146.08 Million | ▲ +1.4 pp |
| 2018 | 101.8% | $141.18 Million | $0.00 | $141.18 Million | $138.75 Million | ▼ -7.7 pp |
| 2017 | 109.5% | $159.30 Million | $0.00 | $159.30 Million | $145.48 Million | ▲ +82.6 pp |
| 2016 | 26.9% | $36.73 Million | $0.00 | $36.73 Million | $136.61 Million | ▲ +2.4 pp |
| 2015 | 24.5% | $33.11 Million | $0.00 | $33.11 Million | $135.35 Million | ▼ -10.2 pp |
| 2014 | 34.7% | $47.70 Million | $- | $47.70 Million | $137.57 Million | ▼ -70.3 pp |
| 2008 | 105.0% | $115.67 Million | $- | $115.67 Million | $110.18 Million | ▲ +0.5 pp |
| 2007 | 104.5% | $132.31 Million | $- | $132.31 Million | $126.63 Million | ▲ +5.3 pp |
| 2005 | 99.2% | $118.01 Million | $- | $118.01 Million | $119.02 Million | — |