James Halstead PLC (JHD) — Strategic Asset Allocation Index
James Halstead PLC (JHD) has a Strategic Asset Allocation Index of 24.7% as of June 2023. Strategic assets (PP&E of GBX43.05 Million plus long-term investments of GBX-) total GBX43.05 Million, measured against net assets of GBX174.21 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JHD net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
James Halstead PLC Strategic Asset Allocation Index (2000–2023)
This chart shows how James Halstead PLC's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of June 2023, the index stands at 24.7%, representing strategic assets of GBX43.05 Million against net assets of GBX174.21 Million GBX. For live market cap and overall valuation, see how much is James Halstead PLC worth.
Annual Strategic Asset Allocation Index for James Halstead PLC (2000–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for James Halstead PLC from 2000 to 2023, covering 24 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 James Halstead PLC (JHD) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 24.7% | GBX43.05 Million | GBX43.05 Million | GBX- | GBX174.21 Million | ▲ +0.3 pp |
| 2022 | 24.4% | GBX42.30 Million | GBX42.30 Million | GBX- | GBX173.26 Million | ▼ -3.2 pp |
| 2021 | 27.6% | GBX43.26 Million | GBX43.26 Million | GBX- | GBX156.49 Million | ▼ -4.6 pp |
| 2020 | 32.3% | GBX44.39 Million | GBX44.39 Million | GBX- | GBX137.47 Million | ▲ +4.1 pp |
| 2019 | 28.1% | GBX37.45 Million | GBX37.45 Million | GBX- | GBX133.06 Million | ▼ -0.1 pp |
| 2018 | 28.2% | GBX36.32 Million | GBX36.32 Million | GBX- | GBX128.82 Million | ▼ -3.5 pp |
| 2017 | 31.7% | GBX36.10 Million | GBX36.10 Million | GBX- | GBX114.06 Million | ▼ -3.6 pp |
| 2016 | 35.3% | GBX34.38 Million | GBX34.38 Million | GBX- | GBX97.47 Million | ▲ +6.0 pp |
| 2015 | 29.3% | GBX31.17 Million | GBX31.17 Million | GBX- | GBX106.46 Million | ▼ -2.5 pp |
| 2014 | 31.8% | GBX31.36 Million | GBX31.36 Million | GBX- | GBX98.59 Million | ▼ -5.0 pp |
| 2013 | 36.8% | GBX33.39 Million | GBX33.39 Million | GBX- | GBX90.80 Million | ▲ +3.2 pp |
| 2012 | 33.6% | GBX31.69 Million | GBX31.69 Million | GBX- | GBX94.34 Million | ▼ -5.7 pp |
| 2011 | 39.3% | GBX33.63 Million | GBX33.63 Million | GBX- | GBX85.65 Million | ▲ +0.2 pp |
| 2010 | 39.1% | GBX26.12 Million | GBX26.12 Million | GBX- | GBX66.84 Million | ▼ -2.8 pp |
| 2009 | 41.9% | GBX26.09 Million | GBX26.09 Million | GBX- | GBX62.29 Million | ▲ +2.0 pp |
| 2008 | 39.9% | GBX19.67 Million | GBX19.67 Million | GBX- | GBX49.31 Million | ▼ -6.3 pp |
| 2007 | 46.2% | GBX18.33 Million | GBX18.33 Million | GBX- | GBX39.68 Million | ▲ +1.7 pp |
| 2006 | 44.5% | GBX18.69 Million | GBX18.69 Million | GBX- | GBX42.02 Million | ▲ +0.7 pp |
| 2005 | 43.8% | GBX20.74 Million | GBX20.74 Million | GBX- | GBX47.38 Million | ▲ +15.1 pp |
| 2004 | 28.7% | GBX18.31 Million | GBX18.31 Million | GBX- | GBX63.83 Million | ▼ -10.8 pp |
| 2003 | 39.5% | GBX20.33 Million | GBX20.33 Million | GBX- | GBX51.45 Million | ▼ -4.3 pp |
| 2002 | 43.9% | GBX21.76 Million | GBX21.76 Million | GBX- | GBX49.60 Million | ▼ -2.4 pp |
| 2001 | 46.3% | GBX22.77 Million | GBX22.77 Million | GBX- | GBX49.21 Million | ▲ +1.2 pp |
| 2000 | 45.1% | GBX22.95 Million | GBX22.95 Million | GBX- | GBX50.87 Million | — |