LMS Capital Plc Strategic Asset Allocation Index

Latest as of December 2025: 14.1%

LMS Capital Plc strategic asset allocation index. LMS Capital Plc (LMS) has a Strategic Asset Allocation Index of 14.1% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX4.09 Million) total GBX4.09 Million, measured against net assets of GBX29.02 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check LMS goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

SAAI

14.1%
Strategic Assets / Net Assets

Strategic Assets

GBX4.09 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX29.02 Million
GBX

Strategic Asset Allocation Index of LMS Capital Plc (2005–2025)

Strategic asset allocation index of LMS Capital Plc from 2005 to 2025. This chart shows how LMS Capital Plc's Strategic Asset Allocation Index has evolved across 21 annual periods from 2005 to 2025. As of December 2025, the index stands at 14.1%, representing strategic assets of GBX4.09 Million against net assets of GBX29.02 Million GBX.

LMS Capital Plc Strategic Asset Allocation Index by Year (2005–2025)

LMS Capital Plc strategic asset allocation index by year from 2005 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for LMS Capital Plc from 2005 to 2025, covering 21 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 LMS Capital Plc market capitalisation.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2025 14.1% GBX4.09 Million GBX- GBX4.09 Million GBX29.02 Million ▼ -7.6 pp
2024 21.7% GBX7.84 Million GBX- GBX7.84 Million GBX36.16 Million ▼ -27.8 pp
2023 49.5% GBX20.85 Million GBX- GBX20.85 Million GBX42.14 Million ▼ -97.2 pp
2022 146.7% GBX68.28 Million GBX70.00K GBX68.21 Million GBX46.54 Million ▲ +7.1 pp
2021 139.6% GBX68.56 Million GBX97.00K GBX68.46 Million GBX49.11 Million ▼ -8.0 pp
2020 147.6% GBX70.73 Million GBX125.00K GBX70.61 Million GBX47.92 Million ▼ -92.4 pp
2019 240.0% GBX134.28 Million GBX- GBX134.28 Million GBX55.96 Million ▲ +15.8 pp
2018 224.1% GBX135.09 Million GBX- GBX135.09 Million GBX60.27 Million ▲ +4.0 pp
2017 220.1% GBX141.96 Million GBX- GBX141.96 Million GBX64.49 Million ▲ +2.4 pp
2016 217.8% GBX148.34 Million GBX32.00K GBX148.31 Million GBX68.12 Million ▲ +116.9 pp
2015 100.9% GBX95.90 Million GBX261.00K GBX95.64 Million GBX95.09 Million ▲ +2.2 pp
2014 98.6% GBX133.26 Million GBX387.00K GBX132.88 Million GBX135.11 Million ▲ +2.7 pp
2013 95.9% GBX158.51 Million GBX513.00K GBX158.00 Million GBX165.25 Million ▲ +92.0 pp
2012 4.0% GBX7.37 Million GBX7.37 Million GBX- GBX185.57 Million ▲ +1.1 pp
2011 2.9% GBX6.93 Million GBX6.93 Million GBX- GBX240.39 Million ▼ -1.1 pp
2010 4.0% GBX9.49 Million GBX9.49 Million GBX- GBX238.83 Million ▲ +0.8 pp
2009 3.1% GBX7.06 Million GBX7.06 Million GBX- GBX225.62 Million ▲ +1.8 pp
2008 1.3% GBX3.22 Million GBX3.22 Million GBX- GBX241.08 Million ▼ -4.3 pp
2007 5.6% GBX14.26 Million GBX14.26 Million GBX- GBX254.45 Million ▲ +5.6 pp
2006 0.0% GBX9.00K GBX9.00K GBX- GBX250.95 Million ▼ -0.7 pp
2005 0.8% GBX105.00K GBX105.00K GBX- GBX13.94 Million —
pp = percentage points