Brooks Macdonald Group (BRK) — 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 Brooks Macdonald Group net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Brooks Macdonald Group Strategic Asset Allocation Index (2004–2023)
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. For live market cap and overall valuation, see BRK stock market capitalisation.
Annual Strategic Asset Allocation Index for Brooks Macdonald Group (2004–2023)
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. See Brooks Macdonald Group (BRK) net assets for net asset value and shareholders' equity analysis.
| 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 | — |