Alexander Forbes Grp Hldg Ltd (AFH) — Strategic Asset Allocation Index
Alexander Forbes Grp Hldg Ltd (AFH) has a Strategic Asset Allocation Index of 10.5% as of September 2022. Strategic assets (PP&E of ZAC429.00 Million plus long-term investments of ZAC-) total ZAC429.00 Million, measured against net assets of ZAC4.10 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Alexander Forbes Grp Hldg Ltd balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Alexander Forbes Grp Hldg Ltd Strategic Asset Allocation Index (2014–2022)
This chart shows how Alexander Forbes Grp Hldg Ltd's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of September 2022, the index stands at 10.5%, representing strategic assets of ZAC429.00 Million against net assets of ZAC4.10 Billion ZAC. For live market cap and overall valuation, see AFH market cap.
Annual Strategic Asset Allocation Index for Alexander Forbes Grp Hldg Ltd (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Alexander Forbes Grp Hldg Ltd from 2014 to 2022, 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 Alexander Forbes Grp Hldg Ltd shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 11.5% | ZAC472.00 Million | ZAC472.00 Million | ZAC- | ZAC4.11 Billion | ▼ -2.0 pp |
| 2021 | 13.5% | ZAC544.00 Million | ZAC544.00 Million | ZAC- | ZAC4.03 Billion | ▲ +1.3 pp |
| 2020 | 12.2% | ZAC624.00 Million | ZAC624.00 Million | ZAC- | ZAC5.10 Billion | ▼ -1.1 pp |
| 2019 | 13.3% | ZAC804.00 Million | ZAC731.00 Million | ZAC73.00 Million | ZAC6.05 Billion | ▲ +9.1 pp |
| 2018 | 4.2% | ZAC264.00 Million | ZAC174.00 Million | ZAC90.00 Million | ZAC6.30 Billion | ▼ -0.2 pp |
| 2017 | 4.4% | ZAC313.00 Million | ZAC202.00 Million | ZAC111.00 Million | ZAC7.12 Billion | ▼ -3.0 pp |
| 2016 | 7.4% | ZAC455.00 Million | ZAC355.00 Million | ZAC100.00 Million | ZAC6.16 Billion | ▼ -3.5 pp |
| 2015 | 10.8% | ZAC601.00 Million | ZAC331.00 Million | ZAC270.00 Million | ZAC5.54 Billion | ▼ -0.7 pp |
| 2014 | 11.6% | ZAC614.00 Million | ZAC335.00 Million | ZAC279.00 Million | ZAC5.30 Billion | — |