James Fisher and Sons PLC Strategic Asset Allocation Index
James Fisher and Sons PLC 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. See how leveraged is James Fisher and Sons PLC's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of James Fisher and Sons PLC (2000–2021)
Strategic asset allocation index of James Fisher and Sons PLC from 2000 to 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. Check James Fisher and Sons PLC tangible equity quality to evaluate the tangible quality of the company's equity base.
James Fisher and Sons PLC Strategic Asset Allocation Index by Year (2000–2021)
James Fisher and Sons PLC strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see James Fisher and Sons PLC market cap and net worth.
| 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 | — |