Liontrust Asset Management Strategic Asset Allocation Index
Liontrust Asset Management 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 Liontrust Asset Management balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Liontrust Asset Management (2000–2023)
Strategic asset allocation index of Liontrust Asset Management from 2000 to 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. Check LIO goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Liontrust Asset Management Strategic Asset Allocation Index by Year (2000–2023)
Liontrust Asset Management strategic asset allocation index by year from 2000 to 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. For live market cap and overall valuation, see market cap of Liontrust Asset Management.
| 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 | — |