Cohort (CHRT) — Strategic Asset Allocation Index
Cohort (CHRT) has a Strategic Asset Allocation Index of 23.9% as of April 2023. Strategic assets (PP&E of GBX23.82 Million plus long-term investments of GBX-) total GBX23.82 Million, measured against net assets of GBX99.78 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Cohort (CHRT) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Cohort Strategic Asset Allocation Index (2005–2023)
This chart shows how Cohort's Strategic Asset Allocation Index has evolved across 19 annual periods from 2005 to 2023. As of April 2023, the index stands at 23.9%, representing strategic assets of GBX23.82 Million against net assets of GBX99.78 Million GBX. For live market cap and overall valuation, see market cap of Cohort.
Annual Strategic Asset Allocation Index for Cohort (2005–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Cohort from 2005 to 2023, covering 19 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 Cohort (CHRT) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 23.9% | GBX23.82 Million | GBX23.82 Million | GBX- | GBX99.78 Million | ▼ -0.7 pp |
| 2022 | 24.6% | GBX21.93 Million | GBX21.93 Million | GBX- | GBX89.19 Million | ▲ +1.5 pp |
| 2021 | 23.1% | GBX19.61 Million | GBX19.61 Million | GBX- | GBX85.05 Million | ▼ -0.2 pp |
| 2020 | 23.3% | GBX19.02 Million | GBX19.02 Million | GBX- | GBX81.79 Million | ▲ +9.0 pp |
| 2019 | 14.2% | GBX10.96 Million | GBX10.96 Million | GBX- | GBX76.97 Million | ▲ +1.5 pp |
| 2018 | 12.7% | GBX9.60 Million | GBX9.60 Million | GBX- | GBX75.64 Million | ▼ -0.7 pp |
| 2017 | 13.4% | GBX9.94 Million | GBX9.94 Million | GBX- | GBX73.99 Million | ▼ -1.0 pp |
| 2016 | 14.4% | GBX10.23 Million | GBX10.23 Million | GBX- | GBX70.79 Million | ▼ -2.0 pp |
| 2015 | 16.4% | GBX10.34 Million | GBX10.34 Million | GBX- | GBX62.85 Million | ▲ +2.8 pp |
| 2014 | 13.7% | GBX8.50 Million | GBX8.50 Million | GBX- | GBX62.20 Million | ▲ +2.0 pp |
| 2013 | 11.7% | GBX6.89 Million | GBX6.89 Million | GBX- | GBX59.05 Million | ▼ -2.2 pp |
| 2012 | 13.9% | GBX7.25 Million | GBX7.25 Million | GBX- | GBX52.10 Million | ▼ -2.3 pp |
| 2011 | 16.2% | GBX7.82 Million | GBX7.82 Million | GBX- | GBX48.26 Million | ▼ -0.9 pp |
| 2010 | 17.1% | GBX7.93 Million | GBX7.93 Million | GBX- | GBX46.36 Million | ▲ +6.4 pp |
| 2009 | 10.7% | GBX4.73 Million | GBX4.73 Million | GBX- | GBX44.26 Million | ▼ -1.2 pp |
| 2008 | 11.9% | GBX4.87 Million | GBX4.87 Million | GBX- | GBX40.84 Million | ▲ +10.5 pp |
| 2007 | 1.4% | GBX282.00K | GBX282.00K | GBX- | GBX20.58 Million | ▲ +0.3 pp |
| 2006 | 1.1% | GBX99.00K | GBX99.00K | GBX- | GBX8.92 Million | ▼ -46.0 pp |
| 2005 | 47.2% | GBX1.04 Million | GBX1.04 Million | GBX- | GBX2.20 Million | — |