Liontrust Asset Management (LIO) — Strategic Asset Allocation Index
Liontrust Asset Management (LIO) has a Strategic Asset Allocation Index of 1.5% as of March 2023. Strategic assets (PP&E of GBX3.38 Million plus long-term investments of GBX-) total GBX3.38 Million, measured against net assets of GBX220.98 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See LIO net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Liontrust Asset Management Strategic Asset Allocation Index (2000–2023)
This chart shows how Liontrust Asset Management's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of March 2023, the index stands at 1.5%, representing strategic assets of GBX3.38 Million against net assets of GBX220.98 Million GBX. For live market cap and overall valuation, see LIO company net worth.
Annual Strategic Asset Allocation Index for Liontrust Asset Management (2000–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Liontrust Asset Management 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 Liontrust Asset Management book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 1.5% | GBX3.38 Million | GBX3.38 Million | GBX- | GBX220.98 Million | ▼ -0.5 pp |
| 2022 | 2.0% | GBX3.66 Million | GBX3.66 Million | GBX- | GBX184.17 Million | ▼ -1.2 pp |
| 2021 | 3.2% | GBX5.26 Million | GBX5.26 Million | GBX- | GBX163.39 Million | ▼ -5.6 pp |
| 2020 | 8.9% | GBX7.85 Million | GBX7.85 Million | GBX- | GBX88.56 Million | ▲ +7.8 pp |
| 2019 | 1.1% | GBX617.00K | GBX617.00K | GBX- | GBX55.57 Million | ▲ +0.7 pp |
| 2018 | 0.4% | GBX207.00K | GBX207.00K | GBX- | GBX48.36 Million | ▼ -0.3 pp |
| 2017 | 0.7% | GBX195.00K | GBX195.00K | GBX- | GBX26.55 Million | ▼ -0.2 pp |
| 2016 | 0.9% | GBX247.00K | GBX247.00K | GBX- | GBX26.18 Million | ▼ -0.2 pp |
| 2015 | 1.2% | GBX277.00K | GBX277.00K | GBX- | GBX23.75 Million | ▼ -0.1 pp |
| 2014 | 1.3% | GBX265.00K | GBX265.00K | GBX- | GBX20.93 Million | ▲ +0.2 pp |
| 2013 | 1.1% | GBX184.00K | GBX184.00K | GBX- | GBX17.16 Million | ▲ +0.4 pp |
| 2012 | 0.7% | GBX121.00K | GBX121.00K | GBX- | GBX16.84 Million | ▼ -0.1 pp |
| 2011 | 0.8% | GBX123.00K | GBX123.00K | GBX- | GBX15.32 Million | ▲ +0.3 pp |
| 2010 | 0.5% | GBX111.00K | GBX111.00K | GBX- | GBX21.43 Million | ▼ -0.2 pp |
| 2009 | 0.7% | GBX156.00K | GBX156.00K | GBX- | GBX22.74 Million | ▼ -0.1 pp |
| 2008 | 0.8% | GBX180.00K | GBX180.00K | GBX- | GBX22.47 Million | ▼ -0.1 pp |
| 2007 | 0.9% | GBX128.00K | GBX128.00K | GBX- | GBX14.95 Million | ▼ -0.2 pp |
| 2006 | 1.1% | GBX161.00K | GBX161.00K | GBX- | GBX14.95 Million | ▼ -0.4 pp |
| 2005 | 1.4% | GBX227.00K | GBX227.00K | GBX- | GBX15.71 Million | ▼ -1.7 pp |
| 2004 | 3.2% | GBX299.00K | GBX299.00K | GBX- | GBX9.39 Million | ▲ +0.2 pp |
| 2003 | 3.0% | GBX286.00K | GBX286.00K | GBX- | GBX9.56 Million | ▼ -1.4 pp |
| 2002 | 4.3% | GBX310.00K | GBX310.00K | GBX- | GBX7.14 Million | ▼ -1.7 pp |
| 2001 | 6.0% | GBX316.00K | GBX316.00K | GBX- | GBX5.27 Million | ▼ -14.6 pp |
| 2000 | 20.6% | GBX338.00K | GBX338.00K | GBX- | GBX1.64 Million | — |