Sigma Healthcare Limited (S5YA) — Strategic Asset Allocation Index
Sigma Healthcare Limited (S5YA) has a Strategic Asset Allocation Index of 1.0% as of January 2025. Strategic assets (PP&E of €- plus long-term investments of €8.52 Million) total €8.52 Million, measured against net assets of €839.28 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Sigma Healthcare Limited balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Sigma Healthcare Limited Strategic Asset Allocation Index (2017–2025)
This chart shows how Sigma Healthcare Limited's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of January 2025, the index stands at 1.0%, representing strategic assets of €8.52 Million against net assets of €839.28 Million EUR. For live market cap and overall valuation, see Sigma Healthcare Limited (S5YA) total market value.
Annual Strategic Asset Allocation Index for Sigma Healthcare Limited (2017–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Sigma Healthcare Limited from 2017 to 2025, covering 9 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 Sigma Healthcare Limited net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 1.0% | €8.52 Million | €- | €8.52 Million | €839.28 Million | ▼ -0.5 pp |
| 2024 | 1.6% | €13.62 Million | €- | €13.62 Million | €872.61 Million | ▼ -62.7 pp |
| 2023 | 64.3% | €307.00 Million | €290.92 Million | €16.08 Million | €477.77 Million | ▲ +3.0 pp |
| 2022 | 61.2% | €299.20 Million | €281.56 Million | €17.63 Million | €488.78 Million | ▲ +4.5 pp |
| 2021 | 56.8% | €303.59 Million | €288.29 Million | €15.30 Million | €534.90 Million | ▼ -9.0 pp |
| 2020 | 65.8% | €313.58 Million | €299.36 Million | €14.22 Million | €476.74 Million | ▲ +21.3 pp |
| 2019 | 44.5% | €228.71 Million | €224.14 Million | €4.57 Million | €514.28 Million | ▲ +19.1 pp |
| 2018 | 25.4% | €130.81 Million | €128.51 Million | €2.29 Million | €515.26 Million | ▲ +10.7 pp |
| 2017 | 14.7% | €79.33 Million | €77.87 Million | €1.46 Million | €538.59 Million | — |