Kingswood Holdings Ltd (KWG) — Strategic Asset Allocation Index
Kingswood Holdings Ltd (KWG) has a Strategic Asset Allocation Index of 0.1% as of June 2024. Strategic assets (PP&E of GBX- plus long-term investments of GBX72.00K) total GBX72.00K, measured against net assets of GBX55.91 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Kingswood Holdings Ltd (KWG) asset resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Kingswood Holdings Ltd Strategic Asset Allocation Index (2014–2023)
This chart shows how Kingswood Holdings Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2024, the index stands at 0.1%, representing strategic assets of GBX72.00K against net assets of GBX55.91 Million GBX. See Kingswood Holdings Ltd free cash flow to debt ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Kingswood Holdings Ltd (2014–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Kingswood Holdings Ltd from 2014 to 2023, 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. For the full company profile including market capitalisation, see Kingswood Holdings Ltd (KWG) total market value.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 0.1% | GBX72.00K | GBX- | GBX72.00K | GBX60.90 Million | ▲ +0.0 pp |
| 2022 | 0.1% | GBX52.00K | GBX- | GBX52.00K | GBX73.97 Million | ▼ -4.8 pp |
| 2021 | 4.8% | GBX3.73 Million | GBX3.66 Million | GBX65.00K | GBX76.90 Million | ▼ -2.6 pp |
| 2020 | 7.5% | GBX3.75 Million | GBX3.75 Million | GBX0.00 | GBX50.15 Million | ▲ +1.3 pp |
| 2019 | 6.2% | GBX1.74 Million | GBX1.32 Million | GBX416.00K | GBX28.20 Million | ▲ +5.6 pp |
| 2018 | 0.6% | GBX148.00K | GBX148.00K | GBX0.00 | GBX25.14 Million | ▲ +0.3 pp |
| 2017 | 0.3% | GBX68.00K | GBX68.00K | GBX0.00 | GBX20.86 Million | ▼ -0.6 pp |
| 2016 | 1.0% | GBX172.00K | GBX159.00K | GBX13.00K | GBX17.84 Million | ▼ -0.1 pp |
| 2015 | 1.1% | GBX183.00K | GBX170.00K | GBX13.00K | GBX17.28 Million | ▼ -0.2 pp |
| 2014 | 1.3% | GBX211.00K | GBX202.00K | GBX9.00K | GBX16.65 Million | — |