Helios Underwriting PLC (HUW) — Strategic Asset Allocation Index
Helios Underwriting PLC (HUW) has a Strategic Asset Allocation Index of 254.3% as of June 2024. Strategic assets (PP&E of GBX- plus long-term investments of GBX357.46 Million) total GBX357.46 Million, measured against net assets of GBX140.55 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check asset resilience ratio of Helios Underwriting PLC to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Helios Underwriting PLC Strategic Asset Allocation Index (2016–2023)
This chart shows how Helios Underwriting PLC's Strategic Asset Allocation Index has evolved across 8 annual periods from 2016 to 2023. As of June 2024, the index stands at 254.3%, representing strategic assets of GBX357.46 Million against net assets of GBX140.55 Million GBX. See Helios Underwriting PLC (HUW) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Helios Underwriting PLC (2016–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Helios Underwriting PLC from 2016 to 2023, covering 8 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 Helios Underwriting PLC stock valuation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 204.7% | GBX286.75 Million | GBX- | GBX286.75 Million | GBX140.10 Million | ▲ +11.8 pp |
| 2022 | 192.9% | GBX226.01 Million | GBX- | GBX226.01 Million | GBX117.18 Million | ▲ +50.1 pp |
| 2021 | 142.8% | GBX153.84 Million | GBX- | GBX153.84 Million | GBX107.75 Million | ▼ -25.9 pp |
| 2020 | 168.7% | GBX85.28 Million | GBX- | GBX85.28 Million | GBX50.55 Million | ▼ -69.8 pp |
| 2019 | 238.5% | GBX67.14 Million | GBX- | GBX67.14 Million | GBX28.15 Million | ▼ -37.4 pp |
| 2018 | 276.0% | GBX58.08 Million | GBX- | GBX58.08 Million | GBX21.05 Million | ▲ +47.9 pp |
| 2017 | 228.1% | GBX47.92 Million | GBX- | GBX47.92 Million | GBX21.01 Million | ▲ +186.3 pp |
| 2016 | 41.8% | GBX45.07 Million | GBX- | GBX45.07 Million | GBX107.72 Million | — |