CMC Markets PLC (CMCX) — Strategic Asset Allocation Index
CMC Markets PLC (CMCX) has a Strategic Asset Allocation Index of 6.6% as of September 2022. Strategic assets (PP&E of GBX25.07 Million plus long-term investments of GBX-) total GBX25.07 Million, measured against net assets of GBX377.08 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of CMC Markets PLC to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
CMC Markets PLC Strategic Asset Allocation Index (2005–2022)
This chart shows how CMC Markets PLC's Strategic Asset Allocation Index has evolved across 18 annual periods from 2005 to 2022. As of September 2022, the index stands at 6.6%, representing strategic assets of GBX25.07 Million against net assets of GBX377.08 Million GBX. For live market cap and overall valuation, see market cap of CMC Markets PLC.
Annual Strategic Asset Allocation Index for CMC Markets PLC (2005–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for CMC Markets PLC from 2005 to 2022, covering 18 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 CMC Markets PLC (CMCX) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 6.8% | GBX24.94 Million | GBX24.94 Million | GBX- | GBX368.88 Million | ▲ +0.2 pp |
| 2021 | 6.5% | GBX26.11 Million | GBX26.11 Million | GBX- | GBX400.52 Million | ▼ -3.4 pp |
| 2020 | 9.9% | GBX28.14 Million | GBX28.14 Million | GBX- | GBX282.88 Million | ▼ -2.6 pp |
| 2019 | 12.5% | GBX40.18 Million | GBX18.11 Million | GBX22.08 Million | GBX320.22 Million | ▼ -6.5 pp |
| 2018 | 19.0% | GBX41.84 Million | GBX20.68 Million | GBX21.15 Million | GBX220.03 Million | ▼ -0.6 pp |
| 2017 | 19.6% | GBX38.47 Million | GBX18.20 Million | GBX20.27 Million | GBX195.77 Million | ▼ -1.2 pp |
| 2016 | 20.8% | GBX36.72 Million | GBX16.35 Million | GBX20.37 Million | GBX176.33 Million | ▲ +8.6 pp |
| 2015 | 12.2% | GBX17.38 Million | GBX17.38 Million | GBX- | GBX142.32 Million | ▲ +0.8 pp |
| 2014 | 11.5% | GBX13.70 Million | GBX13.70 Million | GBX- | GBX119.58 Million | ▼ -4.0 pp |
| 2013 | 15.4% | GBX16.10 Million | GBX16.10 Million | GBX- | GBX104.25 Million | ▼ -2.0 pp |
| 2012 | 17.4% | GBX18.40 Million | GBX18.40 Million | GBX- | GBX105.50 Million | ▼ -5.5 pp |
| 2011 | 22.9% | GBX23.70 Million | GBX23.70 Million | GBX- | GBX103.50 Million | ▲ +11.2 pp |
| 2010 | 11.7% | GBX14.20 Million | GBX14.20 Million | GBX- | GBX121.60 Million | ▼ -10.3 pp |
| 2009 | 22.0% | GBX19.70 Million | GBX19.70 Million | GBX- | GBX89.70 Million | ▲ +3.7 pp |
| 2008 | 18.2% | GBX19.00 Million | GBX19.00 Million | GBX- | GBX104.30 Million | ▼ -1.8 pp |
| 2007 | 20.0% | GBX14.40 Million | GBX14.40 Million | GBX- | GBX72.10 Million | ▲ +10.1 pp |
| 2006 | 9.9% | GBX7.40 Million | GBX7.40 Million | GBX- | GBX74.80 Million | ▲ +0.6 pp |
| 2005 | 9.3% | GBX4.10 Million | GBX4.10 Million | GBX- | GBX44.20 Million | — |