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. See Kingswood Holdings Ltd balance sheet independence to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see KWG market cap overview.
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. See Kingswood Holdings Ltd (KWG) net assets for net asset value and shareholders' equity analysis.
| 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 | — |