Alexander Forbes Grp Hldg Ltd Strategic Asset Allocation Index

Latest as of September 2022: 10.5%

Alexander Forbes Grp Hldg Ltd 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 AFH net asset quality score to measure how much of total assets are equity-financed.

SAAI

10.5%
Strategic Assets / Net Assets

Strategic Assets

ZAC429.00 Million
PP&E + LT Investments

PP&E

ZAC429.00 Million
ZAC

Net Assets

ZAC4.10 Billion
ZAC

Strategic Asset Allocation Index of Alexander Forbes Grp Hldg Ltd (2014–2022)

Strategic asset allocation index of Alexander Forbes Grp Hldg Ltd from 2014 to 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. Check Alexander Forbes Grp Hldg Ltd (AFH) tangible net worth to evaluate the tangible quality of the company's equity base.

Alexander Forbes Grp Hldg Ltd Strategic Asset Allocation Index by Year (2014–2022)

Alexander Forbes Grp Hldg Ltd strategic asset allocation index by year from 2014 to 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. For live market cap and overall valuation, see how much is Alexander Forbes Grp Hldg Ltd worth.

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 —
pp = percentage points