James Fisher and Sons PLC (FSJ) — Strategic Asset Allocation Index
James Fisher and Sons PLC (FSJ) has a Strategic Asset Allocation Index of 90.9% as of June 2023. Strategic assets (PP&E of GBX181.90 Million plus long-term investments of GBX-) total GBX181.90 Million, measured against net assets of GBX200.10 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check James Fisher and Sons PLC asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
James Fisher and Sons PLC Strategic Asset Allocation Index (2000–2021)
This chart shows how James Fisher and Sons PLC's Strategic Asset Allocation Index has evolved across 22 annual periods from 2000 to 2021. As of June 2023, the index stands at 90.9%, representing strategic assets of GBX181.90 Million against net assets of GBX200.10 Million GBX. See financial flexibility index of James Fisher and Sons PLC to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for James Fisher and Sons PLC (2000–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for James Fisher and Sons PLC from 2000 to 2021, covering 22 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 the full company profile including market capitalisation, see FSJ stock market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 77.9% | GBX164.00 Million | GBX164.00 Million | GBX- | GBX210.60 Million | ▼ -2.2 pp |
| 2020 | 80.1% | GBX188.90 Million | GBX188.90 Million | GBX- | GBX235.90 Million | ▲ +1.2 pp |
| 2019 | 78.9% | GBX247.60 Million | GBX237.70 Million | GBX9.90 Million | GBX314.00 Million | ▲ +28.3 pp |
| 2018 | 50.6% | GBX155.00 Million | GBX145.40 Million | GBX9.60 Million | GBX306.40 Million | ▲ +1.0 pp |
| 2017 | 49.6% | GBX141.90 Million | GBX132.50 Million | GBX9.40 Million | GBX286.20 Million | ▼ -4.1 pp |
| 2016 | 53.7% | GBX138.80 Million | GBX131.00 Million | GBX7.80 Million | GBX258.34 Million | ▼ -7.7 pp |
| 2015 | 61.4% | GBX135.32 Million | GBX127.59 Million | GBX7.73 Million | GBX220.40 Million | ▼ -0.9 pp |
| 2014 | 62.3% | GBX127.25 Million | GBX116.63 Million | GBX10.62 Million | GBX204.19 Million | ▼ -2.4 pp |
| 2013 | 64.8% | GBX119.05 Million | GBX108.20 Million | GBX10.85 Million | GBX183.81 Million | ▲ +1.6 pp |
| 2012 | 63.1% | GBX103.48 Million | GBX103.48 Million | GBX- | GBX163.92 Million | ▼ -15.8 pp |
| 2011 | 78.9% | GBX103.90 Million | GBX103.90 Million | GBX- | GBX131.68 Million | ▼ -10.0 pp |
| 2010 | 88.9% | GBX104.68 Million | GBX104.68 Million | GBX- | GBX117.77 Million | ▼ -14.9 pp |
| 2009 | 103.7% | GBX111.09 Million | GBX111.09 Million | GBX- | GBX107.08 Million | ▼ -3.6 pp |
| 2008 | 107.3% | GBX102.02 Million | GBX102.02 Million | GBX- | GBX95.05 Million | ▲ +9.2 pp |
| 2007 | 98.2% | GBX92.31 Million | GBX92.31 Million | GBX- | GBX94.03 Million | ▼ -20.8 pp |
| 2006 | 119.0% | GBX102.63 Million | GBX102.63 Million | GBX- | GBX86.25 Million | ▲ +27.5 pp |
| 2005 | 91.5% | GBX67.08 Million | GBX67.08 Million | GBX- | GBX73.33 Million | ▼ -32.2 pp |
| 2004 | 123.7% | GBX103.09 Million | GBX103.09 Million | GBX- | GBX83.33 Million | ▼ -13.8 pp |
| 2003 | 137.5% | GBX114.45 Million | GBX114.45 Million | GBX- | GBX83.25 Million | ▼ -15.0 pp |
| 2002 | 152.5% | GBX126.11 Million | GBX126.11 Million | GBX- | GBX82.69 Million | ▼ -31.4 pp |
| 2001 | 183.9% | GBX137.83 Million | GBX137.83 Million | GBX- | GBX74.94 Million | ▲ +15.9 pp |
| 2000 | 168.0% | GBX117.07 Million | GBX117.07 Million | GBX- | GBX69.69 Million | — |