The Alumasc Group plc (ALU) — Strategic Asset Allocation Index
The Alumasc Group plc (ALU) has a Strategic Asset Allocation Index of 70.8% as of June 2023. Strategic assets (PP&E of GBX18.23 Million plus long-term investments of GBX-) total GBX18.23 Million, measured against net assets of GBX25.75 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is The Alumasc Group plc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
The Alumasc Group plc Strategic Asset Allocation Index (2014–2023)
This chart shows how The Alumasc Group plc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 70.8%, representing strategic assets of GBX18.23 Million against net assets of GBX25.75 Million GBX. For live market cap and overall valuation, see The Alumasc Group plc market cap and net worth.
Annual Strategic Asset Allocation Index for The Alumasc Group plc (2014–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for The Alumasc Group plc from 2014 to 2023, covering 10 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 The Alumasc Group plc (ALU) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 70.8% | GBX18.23 Million | GBX18.23 Million | GBX- | GBX25.75 Million | ▲ +2.8 pp |
| 2022 | 68.0% | GBX17.50 Million | GBX17.50 Million | GBX- | GBX25.73 Million | ▲ +20.4 pp |
| 2021 | 47.6% | GBX17.20 Million | GBX17.20 Million | GBX- | GBX36.15 Million | ▼ -37.8 pp |
| 2020 | 85.4% | GBX16.95 Million | GBX16.95 Million | GBX- | GBX19.84 Million | ▲ +39.4 pp |
| 2019 | 46.0% | GBX11.69 Million | GBX11.69 Million | GBX- | GBX25.45 Million | ▲ +2.3 pp |
| 2018 | 43.7% | GBX10.66 Million | GBX10.66 Million | GBX- | GBX24.42 Million | ▲ +17.6 pp |
| 2017 | 26.0% | GBX5.32 Million | GBX5.32 Million | GBX- | GBX20.44 Million | ▼ -5.8 pp |
| 2016 | 31.8% | GBX5.27 Million | GBX5.27 Million | GBX- | GBX16.58 Million | ▼ -15.3 pp |
| 2015 | 47.0% | GBX7.49 Million | GBX7.47 Million | GBX17.00K | GBX15.93 Million | ▼ -23.7 pp |
| 2014 | 70.7% | GBX12.06 Million | GBX12.04 Million | GBX17.00K | GBX17.04 Million | — |