Fevertree Drinks Plc (FEVR) — Strategic Asset Allocation Index
Fevertree Drinks Plc (FEVR) has a Strategic Asset Allocation Index of 10.5% as of June 2023. Strategic assets (PP&E of GBX24.00 Million plus long-term investments of GBX-) total GBX24.00 Million, measured against net assets of GBX229.60 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Fevertree Drinks Plc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Fevertree Drinks Plc Strategic Asset Allocation Index (2011–2021)
This chart shows how Fevertree Drinks Plc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2011 to 2021. As of June 2023, the index stands at 10.5%, representing strategic assets of GBX24.00 Million against net assets of GBX229.60 Million GBX. For live market cap and overall valuation, see market value of Fevertree Drinks Plc.
Annual Strategic Asset Allocation Index for Fevertree Drinks Plc (2011–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Fevertree Drinks Plc from 2011 to 2021, 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 Fevertree Drinks Plc net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 3.4% | GBX9.60 Million | GBX9.60 Million | GBX- | GBX281.60 Million | ▲ +0.4 pp |
| 2020 | 3.0% | GBX7.50 Million | GBX7.50 Million | GBX- | GBX252.60 Million | ▼ -0.1 pp |
| 2019 | 3.1% | GBX6.90 Million | GBX6.90 Million | GBX- | GBX226.10 Million | ▲ +1.6 pp |
| 2018 | 1.5% | GBX2.70 Million | GBX2.70 Million | GBX- | GBX183.17 Million | ▼ -0.1 pp |
| 2017 | 1.5% | GBX2.00 Million | GBX2.00 Million | GBX- | GBX130.08 Million | ▲ +0.2 pp |
| 2016 | 1.3% | GBX1.16 Million | GBX1.16 Million | GBX- | GBX88.99 Million | ▲ +0.4 pp |
| 2015 | 0.9% | GBX589.41K | GBX589.41K | GBX- | GBX65.42 Million | ▲ +0.2 pp |
| 2014 | 0.7% | GBX352.00K | GBX352.00K | GBX- | GBX53.27 Million | ▲ +0.4 pp |
| 2012 | 0.2% | GBX17.00K | GBX17.00K | GBX- | GBX7.61 Million | ▼ 0.0 pp |
| 2011 | 0.3% | GBX13.00K | GBX13.00K | GBX- | GBX4.96 Million | — |