Diageo PLC Strategic Asset Allocation Index
Diageo PLC strategic asset allocation index. Diageo PLC (DGE) has a Strategic Asset Allocation Index of 53.8% as of June 2023. Strategic assets (PP&E of GBX6.30 Billion plus long-term investments of GBX-) total GBX6.30 Billion, measured against net assets of GBX11.71 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Diageo PLC (DGE) tangible equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Diageo PLC (2000–2023)
Strategic asset allocation index of Diageo PLC from 2000 to 2023. This chart shows how Diageo PLC's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of June 2023, the index stands at 53.8%, representing strategic assets of GBX6.30 Billion against net assets of GBX11.71 Billion GBX.
Diageo PLC Strategic Asset Allocation Index by Year (2000–2023)
Diageo PLC strategic asset allocation index by year from 2000 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Diageo PLC from 2000 to 2023, covering 24 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 Diageo PLC market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 67.8% | GBX6.30 Billion | GBX6.30 Billion | GBX- | GBX9.29 Billion | ▲ +6.3 pp |
| 2022 | 61.5% | GBX5.85 Billion | GBX5.85 Billion | GBX- | GBX9.51 Billion | ▲ +4.0 pp |
| 2021 | 57.5% | GBX4.85 Billion | GBX4.85 Billion | GBX- | GBX8.43 Billion | ▼ -0.9 pp |
| 2020 | 58.4% | GBX4.93 Billion | GBX4.93 Billion | GBX- | GBX8.44 Billion | ▼ -17.4 pp |
| 2019 | 75.8% | GBX7.70 Billion | GBX4.46 Billion | GBX3.24 Billion | GBX10.16 Billion | ▲ +14.7 pp |
| 2018 | 61.1% | GBX7.16 Billion | GBX4.09 Billion | GBX3.07 Billion | GBX11.71 Billion | ▲ +1.8 pp |
| 2017 | 59.3% | GBX7.14 Billion | GBX4.01 Billion | GBX3.12 Billion | GBX12.03 Billion | ▼ -8.2 pp |
| 2016 | 67.5% | GBX6.87 Billion | GBX3.89 Billion | GBX2.98 Billion | GBX10.18 Billion | ▲ +2.9 pp |
| 2015 | 64.6% | GBX5.98 Billion | GBX3.69 Billion | GBX2.29 Billion | GBX9.26 Billion | ▼ -25.3 pp |
| 2014 | 89.9% | GBX6.82 Billion | GBX3.43 Billion | GBX3.39 Billion | GBX7.59 Billion | ▲ +47.1 pp |
| 2013 | 42.8% | GBX3.47 Billion | GBX3.47 Billion | GBX- | GBX8.11 Billion | ▼ -0.9 pp |
| 2012 | 43.6% | GBX2.97 Billion | GBX2.97 Billion | GBX- | GBX6.81 Billion | ▲ +1.0 pp |
| 2011 | 42.6% | GBX2.55 Billion | GBX2.55 Billion | GBX- | GBX5.99 Billion | ▼ -7.6 pp |
| 2010 | 50.2% | GBX2.40 Billion | GBX2.40 Billion | GBX- | GBX4.79 Billion | ▼ -8.3 pp |
| 2009 | 58.5% | GBX2.27 Billion | GBX2.27 Billion | GBX- | GBX3.87 Billion | ▲ +7.0 pp |
| 2008 | 51.6% | GBX2.15 Billion | GBX2.15 Billion | GBX- | GBX4.17 Billion | ▲ +5.0 pp |
| 2007 | 46.6% | GBX1.94 Billion | GBX1.94 Billion | GBX- | GBX4.17 Billion | ▲ +4.6 pp |
| 2006 | 42.0% | GBX1.97 Billion | GBX1.97 Billion | GBX- | GBX4.68 Billion | ▼ -3.4 pp |
| 2005 | 45.3% | GBX2.10 Billion | GBX2.10 Billion | GBX- | GBX4.63 Billion | ▲ +5.3 pp |
| 2004 | 40.1% | GBX1.98 Billion | GBX1.98 Billion | GBX- | GBX4.93 Billion | ▲ +4.1 pp |
| 2003 | 36.0% | GBX1.97 Billion | GBX1.97 Billion | GBX- | GBX5.48 Billion | ▼ -2.8 pp |
| 2002 | 38.8% | GBX2.54 Billion | GBX2.54 Billion | GBX- | GBX6.56 Billion | ▼ -16.6 pp |
| 2001 | 55.4% | GBX3.18 Billion | GBX3.18 Billion | GBX- | GBX5.73 Billion | ▼ -2.8 pp |
| 2000 | 58.2% | GBX3.08 Billion | GBX3.08 Billion | GBX- | GBX5.29 Billion | — |