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. 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
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. For live market cap and overall valuation, see how much is James Fisher and Sons PLC worth.
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. See shareholders equity of James Fisher and Sons PLC for net asset value and shareholders' equity analysis.
| 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 | — |