Jarvis Securities Strategic Asset Allocation Index
Jarvis Securities strategic asset allocation index. Jarvis Securities (JIM) has a Strategic Asset Allocation Index of 12.0% as of December 2022. Strategic assets (PP&E of GBX598.04K plus long-term investments of GBX-) total GBX598.04K, measured against net assets of GBX4.98 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Jarvis Securities to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Jarvis Securities (2001–2022)
Strategic asset allocation index of Jarvis Securities from 2001 to 2022. This chart shows how Jarvis Securities's Strategic Asset Allocation Index has evolved across 22 annual periods from 2001 to 2022. As of December 2022, the index stands at 12.0%, representing strategic assets of GBX598.04K against net assets of GBX4.98 Million GBX. Check JIM goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Jarvis Securities Strategic Asset Allocation Index by Year (2001–2022)
Jarvis Securities strategic asset allocation index by year from 2001 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Jarvis Securities from 2001 to 2022, covering 22 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 Jarvis Securities market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 12.0% | GBX598.04K | GBX598.04K | GBX- | GBX4.98 Million | ▲ +6.3 pp |
| 2021 | 5.7% | GBX295.77K | GBX295.77K | GBX- | GBX5.15 Million | ▼ 0.0 pp |
| 2020 | 5.8% | GBX379.81K | GBX379.81K | GBX- | GBX6.57 Million | ▼ -2.4 pp |
| 2019 | 8.1% | GBX461.47K | GBX461.47K | GBX- | GBX5.68 Million | ▲ +4.7 pp |
| 2018 | 3.4% | GBX218.46K | GBX218.46K | GBX- | GBX6.37 Million | ▼ -0.5 pp |
| 2017 | 3.9% | GBX219.94K | GBX219.94K | GBX- | GBX5.57 Million | ▼ -0.9 pp |
| 2016 | 4.8% | GBX229.62K | GBX229.62K | GBX- | GBX4.78 Million | ▼ -0.9 pp |
| 2015 | 5.7% | GBX235.54K | GBX235.54K | GBX- | GBX4.11 Million | ▼ -4.7 pp |
| 2014 | 10.4% | GBX489.98K | GBX243.00K | GBX246.98K | GBX4.69 Million | ▼ -3.9 pp |
| 2013 | 14.3% | GBX512.95K | GBX250.00K | GBX262.95K | GBX3.58 Million | ▲ +3.9 pp |
| 2012 | 10.4% | GBX268.00K | GBX268.00K | GBX- | GBX2.57 Million | ▼ -0.4 pp |
| 2011 | 10.9% | GBX213.00K | GBX213.00K | GBX- | GBX1.96 Million | ▲ +3.3 pp |
| 2010 | 7.5% | GBX112.00K | GBX112.00K | GBX- | GBX1.49 Million | ▼ -12.9 pp |
| 2009 | 20.4% | GBX267.00K | GBX267.00K | GBX- | GBX1.31 Million | ▲ +5.2 pp |
| 2008 | 15.2% | GBX333.00K | GBX333.00K | GBX- | GBX2.19 Million | ▲ +9.9 pp |
| 2007 | 5.3% | GBX87.00K | GBX87.00K | GBX- | GBX1.63 Million | ▼ -1.5 pp |
| 2006 | 6.8% | GBX105.00K | GBX105.00K | GBX- | GBX1.54 Million | ▼ -2.5 pp |
| 2005 | 9.3% | GBX127.00K | GBX127.00K | GBX- | GBX1.37 Million | ▲ +0.5 pp |
| 2004 | 8.7% | GBX120.00K | GBX120.00K | GBX- | GBX1.37 Million | ▼ -23.8 pp |
| 2003 | 32.6% | GBX140.00K | GBX140.00K | GBX- | GBX430.00K | ▲ +9.3 pp |
| 2002 | 23.3% | GBX122.00K | GBX122.00K | GBX- | GBX524.00K | ▼ -3.0 pp |
| 2001 | 26.3% | GBX97.00K | GBX97.00K | GBX- | GBX369.00K | — |