Gemfields Group Limited (5PH) — Strategic Asset Allocation Index

Latest as of June 2023: 59.3%

Gemfields Group Limited (5PH) has a Strategic Asset Allocation Index of 59.3% as of June 2023. Strategic assets (PP&E of €328.08 Million plus long-term investments of €-) total €328.08 Million, measured against net assets of €553.37 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Gemfields Group Limited (5PH) balance sheet quality index to measure how much of total assets are equity-financed.

SAAI

59.3%
Strategic Assets / Net Assets

Strategic Assets

€328.08 Million
PP&E + LT Investments

PP&E

€328.08 Million
EUR

Net Assets

€553.37 Million
EUR

Gemfields Group Limited Strategic Asset Allocation Index (2017–2022)

This chart shows how Gemfields Group Limited's Strategic Asset Allocation Index has evolved across 6 annual periods from 2017 to 2022. As of June 2023, the index stands at 59.3%, representing strategic assets of €328.08 Million against net assets of €553.37 Million EUR. For live market cap and overall valuation, see Gemfields Group Limited market cap and net worth.

Annual Strategic Asset Allocation Index for Gemfields Group Limited (2017–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Gemfields Group Limited from 2017 to 2022, covering 6 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 5PH net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2022 58.0% €336.76 Million €336.76 Million €- €581.10 Million ▼ -5.0 pp
2021 63.0% €342.62 Million €342.62 Million €- €544.20 Million ▼ -12.1 pp
2020 75.1% €362.73 Million €362.73 Million €- €483.02 Million ▲ +10.0 pp
2019 65.1% €376.91 Million €376.91 Million €- €578.94 Million ▼ -1.2 pp
2018 66.4% €365.01 Million €365.01 Million €- €550.12 Million ▲ +5.1 pp
2017 61.3% €378.02 Million €378.02 Million €- €617.11 Million
pp = percentage points