DCI Advisors Limited (DCI) — Strategic Asset Allocation Index
DCI Advisors Limited (DCI) has a Strategic Asset Allocation Index of 78.2% as of December 2024. Strategic assets (PP&E of GBX- plus long-term investments of GBX87.61 Million) total GBX87.61 Million, measured against net assets of GBX112.00 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See DCI Advisors Limited net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
DCI Advisors Limited Strategic Asset Allocation Index (2014–2023)
This chart shows how DCI Advisors Limited's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of December 2024, the index stands at 78.2%, representing strategic assets of GBX87.61 Million against net assets of GBX112.00 Million GBX. For live market cap and overall valuation, see market cap of DCI Advisors Limited.
Annual Strategic Asset Allocation Index for DCI Advisors Limited (2014–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for DCI Advisors Limited from 2014 to 2023, covering 10 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 DCI Advisors Limited net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 84.0% | GBX99.21 Million | GBX- | GBX99.21 Million | GBX118.07 Million | ▲ +1.7 pp |
| 2022 | 82.3% | GBX99.21 Million | GBX- | GBX99.21 Million | GBX120.55 Million | ▼ -20.2 pp |
| 2021 | 102.5% | GBX131.24 Million | GBX9.07 Million | GBX122.17 Million | GBX128.03 Million | ▲ +21.8 pp |
| 2020 | 80.7% | GBX125.30 Million | GBX4.86 Million | GBX120.44 Million | GBX155.17 Million | ▲ +34.7 pp |
| 2019 | 46.1% | GBX80.72 Million | GBX2.65 Million | GBX78.08 Million | GBX175.23 Million | ▲ +38.9 pp |
| 2018 | 7.2% | GBX12.27 Million | GBX12.27 Million | GBX- | GBX170.27 Million | ▼ -52.2 pp |
| 2017 | 59.4% | GBX118.12 Million | GBX87.55 Million | GBX30.57 Million | GBX198.83 Million | ▲ +12.8 pp |
| 2016 | 46.6% | GBX117.41 Million | GBX87.65 Million | GBX29.76 Million | GBX251.88 Million | ▼ -26.5 pp |
| 2015 | 73.2% | GBX377.85 Million | GBX187.01 Million | GBX190.84 Million | GBX516.53 Million | ▲ +2.9 pp |
| 2014 | 70.3% | GBX413.19 Million | GBX176.76 Million | GBX236.42 Million | GBX587.81 Million | — |