Heavitree Brewery (HVT) — Strategic Asset Allocation Index
Heavitree Brewery (HVT) has a Strategic Asset Allocation Index of 114.3% as of April 2023. Strategic assets (PP&E of GBX18.29 Million plus long-term investments of GBX-) total GBX18.29 Million, measured against net assets of GBX16.00 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Heavitree Brewery to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Heavitree Brewery Strategic Asset Allocation Index (2013–2022)
This chart shows how Heavitree Brewery's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of April 2023, the index stands at 114.3%, representing strategic assets of GBX18.29 Million against net assets of GBX16.00 Million GBX. For live market cap and overall valuation, see HVT stock market capitalisation.
Annual Strategic Asset Allocation Index for Heavitree Brewery (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Heavitree Brewery from 2013 to 2022, covering 10 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. See HVT net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 108.0% | GBX16.65 Million | GBX16.65 Million | GBX- | GBX15.43 Million | ▼ -25.7 pp |
| 2021 | 133.7% | GBX18.00 Million | GBX18.00 Million | GBX- | GBX13.46 Million | ▼ -14.0 pp |
| 2020 | 147.6% | GBX18.75 Million | GBX18.75 Million | GBX- | GBX12.70 Million | ▼ -5.4 pp |
| 2019 | 153.0% | GBX19.22 Million | GBX19.18 Million | GBX41.00K | GBX12.56 Million | ▼ -9.6 pp |
| 2018 | 162.6% | GBX18.95 Million | GBX18.91 Million | GBX47.00K | GBX11.65 Million | ▼ -12.0 pp |
| 2017 | 174.6% | GBX18.16 Million | GBX18.12 Million | GBX46.00K | GBX10.40 Million | ▼ -25.0 pp |
| 2016 | 199.6% | GBX18.05 Million | GBX18.01 Million | GBX40.00K | GBX9.04 Million | ▲ +8.3 pp |
| 2015 | 191.3% | GBX17.28 Million | GBX17.24 Million | GBX34.00K | GBX9.03 Million | ▲ +25.3 pp |
| 2014 | 166.0% | GBX15.08 Million | GBX15.04 Million | GBX35.00K | GBX9.08 Million | ▼ -6.2 pp |
| 2013 | 172.2% | GBX14.74 Million | GBX14.72 Million | GBX27.00K | GBX8.56 Million | — |