Quilter PLC Strategic Asset Allocation Index
Quilter PLC strategic asset allocation index. Quilter PLC (QLT) has a Strategic Asset Allocation Index of 6.4% as of June 2023. Strategic assets (PP&E of ZAC97.00 Million plus long-term investments of ZAC-) total ZAC97.00 Million, measured against net assets of ZAC1.50 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how tangible is Quilter PLC's equity to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Quilter PLC (2014–2022)
Strategic asset allocation index of Quilter PLC from 2014 to 2022. This chart shows how Quilter PLC's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of June 2023, the index stands at 6.4%, representing strategic assets of ZAC97.00 Million against net assets of ZAC1.50 Billion ZAC.
Quilter PLC Strategic Asset Allocation Index by Year (2014–2022)
Quilter PLC strategic asset allocation index by year from 2014 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Quilter PLC 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 Quilter PLC (QLT) total market value.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 7.2% | ZAC112.00 Million | ZAC112.00 Million | ZAC- | ZAC1.55 Billion | ▼ -0.3 pp |
| 2021 | 7.5% | ZAC131.00 Million | ZAC131.00 Million | ZAC- | ZAC1.74 Billion | ▼ 0.0 pp |
| 2020 | 7.6% | ZAC142.00 Million | ZAC142.00 Million | ZAC- | ZAC1.88 Billion | ▲ +0.6 pp |
| 2019 | 7.0% | ZAC145.00 Million | ZAC143.00 Million | ZAC2.00 Million | ZAC2.07 Billion | ▼ -2.7 pp |
| 2018 | 9.7% | ZAC194.00 Million | ZAC17.00 Million | ZAC177.00 Million | ZAC2.00 Billion | ▲ +0.3 pp |
| 2017 | 9.4% | ZAC195.00 Million | ZAC18.00 Million | ZAC177.00 Million | ZAC2.07 Billion | ▼ -3.4 pp |
| 2016 | 12.8% | ZAC127.00 Million | ZAC18.00 Million | ZAC109.00 Million | ZAC992.00 Million | ▼ -9.7 pp |
| 2015 | 22.5% | ZAC205.00 Million | ZAC19.00 Million | ZAC186.00 Million | ZAC913.00 Million | ▼ -75.0 pp |
| 2014 | 97.5% | ZAC1.88 Billion | ZAC- | ZAC1.88 Billion | ZAC1.92 Billion | — |