Forterra PLC (FORT) — Strategic Asset Allocation Index
Forterra PLC (FORT) has a Strategic Asset Allocation Index of 114.2% as of December 2022. Strategic assets (PP&E of GBX251.80 Million plus long-term investments of GBX-) total GBX251.80 Million, measured against net assets of GBX220.50 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Forterra PLC (FORT) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Forterra PLC Strategic Asset Allocation Index (2012–2022)
This chart shows how Forterra PLC's Strategic Asset Allocation Index has evolved across 9 annual periods from 2012 to 2022. As of December 2022, the index stands at 114.2%, representing strategic assets of GBX251.80 Million against net assets of GBX220.50 Million GBX. For live market cap and overall valuation, see Forterra PLC market capitalisation.
Annual Strategic Asset Allocation Index for Forterra PLC (2012–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Forterra PLC from 2012 to 2022, covering 9 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 what is Forterra PLC's book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 114.2% | GBX251.80 Million | GBX251.80 Million | GBX- | GBX220.50 Million | ▲ +21.4 pp |
| 2021 | 92.8% | GBX217.90 Million | GBX217.90 Million | GBX- | GBX234.80 Million | ▼ -3.3 pp |
| 2020 | 96.1% | GBX196.10 Million | GBX196.10 Million | GBX- | GBX204.10 Million | ▼ -29.6 pp |
| 2019 | 125.7% | GBX196.30 Million | GBX196.30 Million | GBX- | GBX156.20 Million | ▼ -1.4 pp |
| 2018 | 127.0% | GBX170.50 Million | GBX170.50 Million | GBX- | GBX134.20 Million | ▼ -30.7 pp |
| 2017 | 157.8% | GBX165.20 Million | GBX165.20 Million | GBX- | GBX104.70 Million | ▼ -54.9 pp |
| 2016 | 212.7% | GBX147.20 Million | GBX147.20 Million | GBX- | GBX69.20 Million | ▲ +146.4 pp |
| 2013 | 66.3% | GBX142.38 Million | GBX142.38 Million | GBX- | GBX214.63 Million | ▲ +9.4 pp |
| 2012 | 56.9% | GBX788.11 Million | GBX788.11 Million | GBX- | GBX1.39 Billion | — |