The Berkeley Group Holdings plc Strategic Asset Allocation Index
The Berkeley Group Holdings plc strategic asset allocation index. The Berkeley Group Holdings plc (BKG) has a Strategic Asset Allocation Index of 1.2% as of April 2023. Strategic assets (PP&E of GBX39.80 Million plus long-term investments of GBX-) total GBX39.80 Million, measured against net assets of GBX3.33 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See The Berkeley Group Holdings plc balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of The Berkeley Group Holdings plc (2000–2023)
Strategic asset allocation index of The Berkeley Group Holdings plc from 2000 to 2023. This chart shows how The Berkeley Group Holdings plc's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of April 2023, the index stands at 1.2%, representing strategic assets of GBX39.80 Million against net assets of GBX3.33 Billion GBX. Check tangible net worth ratio of The Berkeley Group Holdings plc to evaluate the tangible quality of the company's equity base.
The Berkeley Group Holdings plc Strategic Asset Allocation Index by Year (2000–2023)
The Berkeley Group Holdings plc strategic asset allocation index by year from 2000 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for The Berkeley Group Holdings plc from 2000 to 2023, covering 24 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 The Berkeley Group Holdings plc (BKG) market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 1.2% | GBX39.80 Million | GBX39.80 Million | GBX- | GBX3.33 Billion | ▼ -0.3 pp |
| 2022 | 1.5% | GBX46.30 Million | GBX46.30 Million | GBX- | GBX3.14 Billion | ▼ -0.1 pp |
| 2021 | 1.5% | GBX49.20 Million | GBX49.20 Million | GBX- | GBX3.18 Billion | ▼ -0.1 pp |
| 2020 | 1.6% | GBX51.00 Million | GBX51.00 Million | GBX- | GBX3.10 Billion | ▼ -12.4 pp |
| 2019 | 14.1% | GBX417.20 Million | GBX42.50 Million | GBX374.70 Million | GBX2.96 Billion | ▲ +1.0 pp |
| 2018 | 13.0% | GBX337.80 Million | GBX25.90 Million | GBX311.90 Million | GBX2.59 Billion | ▲ +5.7 pp |
| 2017 | 7.4% | GBX157.80 Million | GBX22.80 Million | GBX135.00 Million | GBX2.14 Billion | ▼ -2.2 pp |
| 2016 | 9.6% | GBX173.50 Million | GBX23.50 Million | GBX150.00 Million | GBX1.81 Billion | ▲ +4.3 pp |
| 2015 | 5.2% | GBX85.60 Million | GBX23.50 Million | GBX62.10 Million | GBX1.64 Billion | ▼ -1.3 pp |
| 2014 | 6.5% | GBX94.40 Million | GBX22.00 Million | GBX72.40 Million | GBX1.44 Billion | ▲ +5.3 pp |
| 2013 | 1.2% | GBX16.30 Million | GBX16.30 Million | GBX- | GBX1.32 Billion | ▲ +0.2 pp |
| 2012 | 1.1% | GBX11.56 Million | GBX11.56 Million | GBX- | GBX1.10 Billion | ▼ -0.1 pp |
| 2011 | 1.1% | GBX10.62 Million | GBX10.62 Million | GBX- | GBX933.78 Million | ▲ +0.0 pp |
| 2010 | 1.1% | GBX9.69 Million | GBX9.69 Million | GBX- | GBX862.32 Million | ▲ +0.7 pp |
| 2009 | 0.5% | GBX3.73 Million | GBX3.73 Million | GBX- | GBX801.30 Million | ▼ -0.2 pp |
| 2008 | 0.7% | GBX4.67 Million | GBX4.67 Million | GBX- | GBX681.41 Million | ▲ +0.4 pp |
| 2007 | 0.3% | GBX2.37 Million | GBX2.37 Million | GBX- | GBX781.58 Million | ▲ +0.0 pp |
| 2006 | 0.3% | GBX2.25 Million | GBX2.25 Million | GBX- | GBX837.19 Million | ▼ -1.2 pp |
| 2005 | 1.4% | GBX8.88 Million | GBX8.88 Million | GBX- | GBX621.41 Million | ▲ +0.2 pp |
| 2004 | 1.2% | GBX14.00 Million | GBX14.00 Million | GBX- | GBX1.14 Billion | ▼ -0.5 pp |
| 2003 | 1.8% | GBX18.49 Million | GBX18.49 Million | GBX- | GBX1.06 Billion | ▼ -0.2 pp |
| 2002 | 2.0% | GBX19.20 Million | GBX19.20 Million | GBX- | GBX968.22 Million | ▼ -0.7 pp |
| 2001 | 2.7% | GBX21.73 Million | GBX21.73 Million | GBX- | GBX804.75 Million | ▼ -0.9 pp |
| 2000 | 3.6% | GBX26.66 Million | GBX26.66 Million | GBX- | GBX738.75 Million | — |