Henderson Diversified Income Trust PLC (HDIV) — Strategic Asset Allocation Index
Henderson Diversified Income Trust PLC (HDIV) has a Strategic Asset Allocation Index of 110.6% as of April 2023. Strategic assets (PP&E of GBX- plus long-term investments of GBX145.68 Million) total GBX145.68 Million, measured against net assets of GBX131.66 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check HDIV asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Henderson Diversified Income Trust PLC Strategic Asset Allocation Index (2016–2023)
This chart shows how Henderson Diversified Income Trust PLC's Strategic Asset Allocation Index has evolved across 7 annual periods from 2016 to 2023. As of April 2023, the index stands at 110.6%, representing strategic assets of GBX145.68 Million against net assets of GBX131.66 Million GBX. See Henderson Diversified Income Trust PLC (HDIV) financial flexibility to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Henderson Diversified Income Trust PLC (2016–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Henderson Diversified Income Trust PLC from 2016 to 2023, covering 7 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 Henderson Diversified Income Trust PLC market cap and net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 110.6% | GBX145.68 Million | GBX- | GBX145.68 Million | GBX131.66 Million | ▼ -6.1 pp |
| 2022 | 116.7% | GBX173.22 Million | GBX- | GBX173.22 Million | GBX148.42 Million | ▲ +1.7 pp |
| 2021 | 115.0% | GBX202.15 Million | GBX- | GBX202.15 Million | GBX175.72 Million | ▼ -1.9 pp |
| 2020 | 116.9% | GBX188.30 Million | GBX- | GBX188.30 Million | GBX161.05 Million | ▲ +6.8 pp |
| 2019 | 110.1% | GBX181.28 Million | GBX- | GBX181.28 Million | GBX164.62 Million | ▼ -9.3 pp |
| 2018 | 119.5% | GBX198.06 Million | GBX- | GBX198.06 Million | GBX165.80 Million | ▲ +4.9 pp |
| 2016 | 114.6% | GBX180.79 Million | GBX- | GBX180.79 Million | GBX157.77 Million | — |