ADVFN Plc (AFN) — Strategic Asset Allocation Index
ADVFN Plc (AFN) has a Strategic Asset Allocation Index of 6.9% as of December 2022. Strategic assets (PP&E of GBX51.00K plus long-term investments of GBX-) total GBX51.00K, measured against net assets of GBX741.00K. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ADVFN Plc (AFN) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
ADVFN Plc Strategic Asset Allocation Index (2000–2022)
This chart shows how ADVFN Plc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of December 2022, the index stands at 6.9%, representing strategic assets of GBX51.00K against net assets of GBX741.00K GBX. For live market cap and overall valuation, see ADVFN Plc stock valuation.
Annual Strategic Asset Allocation Index for ADVFN Plc (2000–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for ADVFN Plc from 2000 to 2022, covering 23 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 shareholders equity of ADVFN Plc for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 7.4% | GBX98.00K | GBX98.00K | GBX- | GBX1.32 Million | ▼ -0.2 pp |
| 2021 | 7.7% | GBX239.00K | GBX239.00K | GBX- | GBX3.12 Million | ▼ -16.7 pp |
| 2020 | 24.3% | GBX365.00K | GBX365.00K | GBX- | GBX1.50 Million | ▲ +15.8 pp |
| 2019 | 8.5% | GBX145.00K | GBX145.00K | GBX- | GBX1.70 Million | ▲ +1.8 pp |
| 2018 | 6.7% | GBX139.00K | GBX136.00K | GBX3.00K | GBX2.08 Million | ▲ +3.6 pp |
| 2017 | 3.1% | GBX53.00K | GBX53.00K | GBX- | GBX1.70 Million | ▼ -1.1 pp |
| 2016 | 4.2% | GBX68.00K | GBX68.00K | GBX- | GBX1.62 Million | ▼ -2.2 pp |
| 2015 | 6.4% | GBX105.00K | GBX99.00K | GBX6.00K | GBX1.64 Million | ▲ +3.9 pp |
| 2014 | 2.5% | GBX71.00K | GBX71.00K | GBX- | GBX2.85 Million | ▲ +0.7 pp |
| 2013 | 1.8% | GBX61.00K | GBX61.00K | GBX- | GBX3.35 Million | ▼ -0.4 pp |
| 2012 | 2.2% | GBX83.00K | GBX83.00K | GBX- | GBX3.73 Million | ▲ +0.2 pp |
| 2011 | 2.1% | GBX106.00K | GBX106.00K | GBX- | GBX5.12 Million | ▲ +0.6 pp |
| 2010 | 1.5% | GBX84.00K | GBX84.00K | GBX- | GBX5.64 Million | ▼ -0.1 pp |
| 2009 | 1.6% | GBX92.00K | GBX92.00K | GBX- | GBX5.78 Million | ▼ -1.4 pp |
| 2008 | 3.0% | GBX187.00K | GBX187.00K | GBX- | GBX6.28 Million | ▼ -21.7 pp |
| 2007 | 24.7% | GBX1.70 Million | GBX1.70 Million | GBX- | GBX6.89 Million | ▲ +19.6 pp |
| 2006 | 5.1% | GBX272.00K | GBX272.00K | GBX- | GBX5.34 Million | ▲ +0.7 pp |
| 2005 | 4.4% | GBX225.00K | GBX225.00K | GBX- | GBX5.12 Million | ▼ -63.3 pp |
| 2004 | 67.7% | GBX1.41 Million | GBX1.41 Million | GBX- | GBX2.09 Million | ▲ +61.5 pp |
| 2003 | 6.2% | GBX150.00K | GBX150.00K | GBX- | GBX2.42 Million | ▼ -40.0 pp |
| 2002 | 46.2% | GBX1.11 Million | GBX1.11 Million | GBX- | GBX2.41 Million | ▼ -34.6 pp |
| 2001 | 80.8% | GBX2.16 Million | GBX2.16 Million | GBX- | GBX2.67 Million | ▲ +80.6 pp |
| 2000 | 0.2% | GBX9.00K | GBX9.00K | GBX- | GBX4.26 Million | — |