Halma PLC Strategic Asset Allocation Index
Halma PLC 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. Check tangible net worth ratio of Halma PLC to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Halma PLC (2000–2023)
Strategic asset allocation index of Halma PLC from 2000 to 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.
Halma PLC Strategic Asset Allocation Index by Year (2000–2023)
Halma PLC strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see HLMA market cap.
| 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 | — |