Brooks Macdonald Group Strategic Asset Allocation Index
Brooks Macdonald Group strategic asset allocation index. Brooks Macdonald Group (BRK) has a Strategic Asset Allocation Index of 4.1% as of June 2023. Strategic assets (PP&E of GBX6.45 Million plus long-term investments of GBX-) total GBX6.45 Million, measured against net assets of GBX157.34 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Brooks Macdonald Group to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Brooks Macdonald Group (2004–2023)
Strategic asset allocation index of Brooks Macdonald Group from 2004 to 2023. This chart shows how Brooks Macdonald Group's Strategic Asset Allocation Index has evolved across 20 annual periods from 2004 to 2023. As of June 2023, the index stands at 4.1%, representing strategic assets of GBX6.45 Million against net assets of GBX157.34 Million GBX. Check tangible equity quality of Brooks Macdonald Group to evaluate the tangible quality of the company's equity base.
Brooks Macdonald Group Strategic Asset Allocation Index by Year (2004–2023)
Brooks Macdonald Group strategic asset allocation index by year from 2004 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Brooks Macdonald Group from 2004 to 2023, covering 20 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 BRK company net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 4.1% | GBX6.45 Million | GBX6.45 Million | GBX- | GBX157.34 Million | ▼ -0.7 pp |
| 2022 | 4.8% | GBX7.17 Million | GBX7.17 Million | GBX- | GBX148.43 Million | ▼ -1.7 pp |
| 2021 | 6.5% | GBX8.73 Million | GBX8.73 Million | GBX- | GBX134.00 Million | ▼ -1.7 pp |
| 2020 | 8.2% | GBX10.17 Million | GBX10.17 Million | GBX- | GBX123.54 Million | ▲ +4.0 pp |
| 2019 | 4.2% | GBX3.68 Million | GBX3.18 Million | GBX500.00K | GBX87.57 Million | ▼ -2.1 pp |
| 2018 | 6.3% | GBX5.57 Million | GBX4.00 Million | GBX1.58 Million | GBX87.96 Million | ▲ +1.8 pp |
| 2017 | 4.5% | GBX3.86 Million | GBX3.20 Million | GBX658.00K | GBX85.71 Million | ▼ -1.8 pp |
| 2016 | 6.3% | GBX5.23 Million | GBX3.31 Million | GBX1.92 Million | GBX83.01 Million | ▼ -1.4 pp |
| 2015 | 7.7% | GBX5.70 Million | GBX3.54 Million | GBX2.16 Million | GBX74.16 Million | ▼ -0.3 pp |
| 2014 | 8.0% | GBX5.38 Million | GBX2.97 Million | GBX2.41 Million | GBX67.46 Million | ▲ +3.8 pp |
| 2013 | 4.2% | GBX2.42 Million | GBX2.42 Million | GBX- | GBX57.56 Million | ▼ -5.8 pp |
| 2012 | 10.0% | GBX2.37 Million | GBX2.37 Million | GBX- | GBX23.71 Million | ▲ +0.1 pp |
| 2011 | 9.9% | GBX1.89 Million | GBX1.89 Million | GBX- | GBX19.05 Million | ▼ -6.5 pp |
| 2010 | 16.5% | GBX2.04 Million | GBX2.04 Million | GBX- | GBX12.41 Million | ▼ -1.8 pp |
| 2009 | 18.2% | GBX1.47 Million | GBX1.47 Million | GBX- | GBX8.08 Million | ▲ +3.2 pp |
| 2008 | 15.0% | GBX877.00K | GBX877.00K | GBX- | GBX5.84 Million | ▲ +4.4 pp |
| 2007 | 10.7% | GBX466.00K | GBX466.00K | GBX- | GBX4.38 Million | ▲ +5.2 pp |
| 2006 | 5.5% | GBX169.00K | GBX169.00K | GBX- | GBX3.10 Million | ▲ +0.8 pp |
| 2005 | 4.7% | GBX119.00K | GBX119.00K | GBX- | GBX2.55 Million | ▼ -5.9 pp |
| 2004 | 10.6% | GBX100.00K | GBX100.00K | GBX- | GBX944.00K | — |