AJ Bell plc (AJB) — Strategic Asset Allocation Index
AJ Bell plc (AJB) has a Strategic Asset Allocation Index of 11.7% as of September 2022. Strategic assets (PP&E of GBX15.60 Million plus long-term investments of GBX-) total GBX15.60 Million, measured against net assets of GBX133.39 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
AJ Bell plc Strategic Asset Allocation Index (2015–2022)
This chart shows how AJ Bell plc's Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of September 2022, the index stands at 11.7%, representing strategic assets of GBX15.60 Million against net assets of GBX133.39 Million GBX. Explore cash efficiency ratio of AJ Bell plc to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for AJ Bell plc (2015–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for AJ Bell plc from 2015 to 2022, covering 8 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 the full company profile including market capitalisation, see market cap of AJ Bell plc.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 11.7% | GBX15.60 Million | GBX15.60 Million | GBX- | GBX133.39 Million | ▼ -1.1 pp |
| 2021 | 12.8% | GBX16.68 Million | GBX16.68 Million | GBX- | GBX130.71 Million | ▼ -3.5 pp |
| 2020 | 16.2% | GBX17.75 Million | GBX17.75 Million | GBX- | GBX109.47 Million | ▲ +11.5 pp |
| 2019 | 4.7% | GBX4.06 Million | GBX4.06 Million | GBX- | GBX86.06 Million | ▼ -2.2 pp |
| 2018 | 6.9% | GBX4.43 Million | GBX4.43 Million | GBX- | GBX64.04 Million | ▲ +0.4 pp |
| 2017 | 6.5% | GBX3.99 Million | GBX3.99 Million | GBX- | GBX61.36 Million | ▲ +4.2 pp |
| 2016 | 2.4% | GBX1.27 Million | GBX1.27 Million | GBX- | GBX53.79 Million | ▲ +0.1 pp |
| 2015 | 2.3% | GBX1.20 Million | GBX1.20 Million | GBX- | GBX52.27 Million | — |