AJ Bell plc Strategic Asset Allocation Index
AJ Bell plc 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. See AJB net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of AJ Bell plc (2015–2022)
Strategic asset allocation index of AJ Bell plc from 2015 to 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. Check AJB tangible net assets ratio to evaluate the tangible quality of the company's equity base.
AJ Bell plc Strategic Asset Allocation Index by Year (2015–2022)
AJ Bell plc strategic asset allocation index by year from 2015 to 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 live market cap and overall valuation, see AJ Bell plc (AJB) total market value.
| 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 | — |