Mcmillan Shakespeare Ltd Strategic Asset Allocation Index
Mcmillan Shakespeare Ltd strategic asset allocation index. Mcmillan Shakespeare Ltd (MMS) has a Strategic Asset Allocation Index of 233.7% as of June 2025. Strategic assets (PP&E of AU$263.63 Million plus long-term investments of AU$-) total AU$263.63 Million, measured against net assets of AU$112.79 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Mcmillan Shakespeare Ltd net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Mcmillan Shakespeare Ltd (2003–2025)
Strategic asset allocation index of Mcmillan Shakespeare Ltd from 2003 to 2025. This chart shows how Mcmillan Shakespeare Ltd's Strategic Asset Allocation Index has evolved across 23 annual periods from 2003 to 2025. As of June 2025, the index stands at 233.7%, representing strategic assets of AU$263.63 Million against net assets of AU$112.79 Million AUD. Check tangible net worth ratio of Mcmillan Shakespeare Ltd to evaluate the tangible quality of the company's equity base.
Mcmillan Shakespeare Ltd Strategic Asset Allocation Index by Year (2003–2025)
Mcmillan Shakespeare Ltd strategic asset allocation index by year from 2003 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Mcmillan Shakespeare Ltd from 2003 to 2025, covering 23 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 MMS market cap overview.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 233.7% | AU$263.63 Million | AU$263.63 Million | AU$- | AU$112.79 Million | ▲ +27.6 pp |
| 2024 | 206.1% | AU$265.52 Million | AU$265.52 Million | AU$- | AU$128.84 Million | ▲ +29.9 pp |
| 2023 | 176.2% | AU$256.50 Million | AU$256.50 Million | AU$- | AU$145.58 Million | ▲ +108.6 pp |
| 2022 | 67.6% | AU$197.03 Million | AU$197.03 Million | AU$- | AU$291.43 Million | ▼ -3.8 pp |
| 2021 | 71.4% | AU$192.13 Million | AU$192.13 Million | AU$- | AU$269.19 Million | ▼ -5.0 pp |
| 2020 | 76.4% | AU$174.89 Million | AU$174.89 Million | AU$- | AU$228.89 Million | ▲ +18.8 pp |
| 2019 | 57.7% | AU$214.10 Million | AU$214.10 Million | AU$- | AU$371.37 Million | ▼ -6.6 pp |
| 2018 | 64.2% | AU$238.46 Million | AU$238.46 Million | AU$- | AU$371.38 Million | ▲ +1.4 pp |
| 2017 | 62.8% | AU$233.12 Million | AU$231.54 Million | AU$1.58 Million | AU$371.00 Million | ▲ +2.4 pp |
| 2016 | 60.4% | AU$223.78 Million | AU$222.05 Million | AU$1.73 Million | AU$370.50 Million | ▼ -35.4 pp |
| 2015 | 95.8% | AU$305.13 Million | AU$305.13 Million | AU$- | AU$318.44 Million | ▼ -44.1 pp |
| 2014 | 139.9% | AU$313.20 Million | AU$313.20 Million | AU$- | AU$223.85 Million | ▼ -11.9 pp |
| 2013 | 151.8% | AU$296.75 Million | AU$296.75 Million | AU$- | AU$195.44 Million | ▲ +1.3 pp |
| 2012 | 150.5% | AU$252.97 Million | AU$252.97 Million | AU$- | AU$168.05 Million | ▼ -41.1 pp |
| 2011 | 191.6% | AU$219.44 Million | AU$219.44 Million | AU$- | AU$114.51 Million | ▼ -43.0 pp |
| 2010 | 234.7% | AU$209.83 Million | AU$209.83 Million | AU$- | AU$89.42 Million | ▲ +231.2 pp |
| 2009 | 3.5% | AU$2.01 Million | AU$2.01 Million | AU$- | AU$57.40 Million | ▼ -0.8 pp |
| 2008 | 4.3% | AU$2.05 Million | AU$2.05 Million | AU$- | AU$48.21 Million | ▼ -1.4 pp |
| 2007 | 5.7% | AU$2.28 Million | AU$2.28 Million | AU$- | AU$40.27 Million | ▼ -1.7 pp |
| 2006 | 7.3% | AU$2.47 Million | AU$2.47 Million | AU$- | AU$33.66 Million | ▼ -3.4 pp |
| 2005 | 10.7% | AU$2.57 Million | AU$2.57 Million | AU$- | AU$23.99 Million | ▼ -5.6 pp |
| 2004 | 16.4% | AU$2.96 Million | AU$2.96 Million | AU$- | AU$18.10 Million | ▲ +7.2 pp |
| 2003 | 9.2% | AU$1.61 Million | AU$1.61 Million | AU$- | AU$17.52 Million | — |