James Fisher and Sons PLC (FSJ) — Strategic Asset Allocation Index

Latest as of June 2023: 90.9%

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.

SAAI

90.9%
Strategic Assets / Net Assets

Strategic Assets

GBX181.90 Million
PP&E + LT Investments

PP&E

GBX181.90 Million
GBX

Net Assets

GBX200.10 Million
GBX

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. Explore James Fisher and Sons PLC (FSJ) cash conversion ratio to assess how effectively this company generates cash.

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 James Fisher and Sons PLC 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
pp = percentage points