Halma PLC (HLMA) — Strategic Asset Allocation Index
Halma PLC (HLMA) has a Strategic Asset Allocation Index of 13.9% as of March 2023. Strategic assets (PP&E of GBX222.90 Million plus long-term investments of GBX-) total GBX222.90 Million, measured against net assets of GBX1.60 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Halma PLC Strategic Asset Allocation Index (2000–2023)
This chart shows how Halma PLC's Strategic Asset Allocation Index has evolved across 20 annual periods from 2000 to 2023. As of March 2023, the index stands at 13.9%, representing strategic assets of GBX222.90 Million against net assets of GBX1.60 Billion GBX. Explore HLMA cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Halma PLC (2000–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Halma PLC from 2000 to 2023, covering 20 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 market value of Halma PLC.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 13.9% | GBX222.90 Million | GBX222.90 Million | GBX- | GBX1.60 Billion | ▲ +0.1 pp |
| 2022 | 13.8% | GBX194.00 Million | GBX194.00 Million | GBX- | GBX1.40 Billion | ▼ -1.7 pp |
| 2021 | 15.5% | GBX180.80 Million | GBX180.80 Million | GBX- | GBX1.17 Billion | ▼ -0.7 pp |
| 2020 | 16.2% | GBX184.30 Million | GBX184.30 Million | GBX- | GBX1.14 Billion | ▲ +4.4 pp |
| 2019 | 11.9% | GBX116.30 Million | GBX112.40 Million | GBX3.90 Million | GBX981.40 Million | ▼ -1.2 pp |
| 2018 | 13.0% | GBX107.70 Million | GBX103.70 Million | GBX4.00 Million | GBX828.40 Million | ▼ -3.9 pp |
| 2013 | 16.9% | GBX76.72 Million | GBX76.72 Million | GBX- | GBX453.27 Million | ▼ -1.2 pp |
| 2012 | 18.1% | GBX72.12 Million | GBX72.12 Million | GBX- | GBX398.11 Million | ▼ -1.6 pp |
| 2011 | 19.7% | GBX69.89 Million | GBX69.89 Million | GBX- | GBX355.38 Million | ▼ -1.0 pp |
| 2010 | 20.7% | GBX66.79 Million | GBX66.79 Million | GBX- | GBX322.49 Million | ▼ -3.1 pp |
| 2009 | 23.8% | GBX71.41 Million | GBX71.41 Million | GBX- | GBX299.62 Million | ▼ -0.2 pp |
| 2008 | 24.0% | GBX57.45 Million | GBX57.45 Million | GBX- | GBX239.10 Million | ▲ +0.0 pp |
| 2007 | 24.0% | GBX49.58 Million | GBX49.58 Million | GBX- | GBX206.61 Million | ▼ -2.6 pp |
| 2006 | 26.6% | GBX50.05 Million | GBX50.05 Million | GBX- | GBX188.08 Million | ▼ -1.6 pp |
| 2005 | 28.2% | GBX48.90 Million | GBX48.90 Million | GBX- | GBX173.26 Million | ▲ +0.1 pp |
| 2004 | 28.2% | GBX47.14 Million | GBX47.14 Million | GBX- | GBX167.36 Million | ▼ -2.4 pp |
| 2003 | 30.5% | GBX49.88 Million | GBX49.88 Million | GBX- | GBX163.45 Million | ▲ +2.7 pp |
| 2002 | 27.8% | GBX43.86 Million | GBX43.86 Million | GBX- | GBX157.56 Million | ▼ -3.8 pp |
| 2001 | 31.6% | GBX44.75 Million | GBX44.75 Million | GBX- | GBX141.47 Million | ▼ -2.0 pp |
| 2000 | 33.6% | GBX42.21 Million | GBX42.21 Million | GBX- | GBX125.54 Million | — |