Mortgage Advice (MAB1) — Strategic Asset Allocation Index

Latest as of June 2023: 13.0%

Mortgage Advice (MAB1) has a Strategic Asset Allocation Index of 13.0% as of June 2023. Strategic assets (PP&E of GBX9.67 Million plus long-term investments of GBX-) total GBX9.67 Million, measured against net assets of GBX74.62 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

13.0%
Strategic Assets / Net Assets

Strategic Assets

GBX9.67 Million
PP&E + LT Investments

PP&E

GBX9.67 Million
GBX

Net Assets

GBX74.62 Million
GBX

Mortgage Advice Strategic Asset Allocation Index (2011–2022)

This chart shows how Mortgage Advice's Strategic Asset Allocation Index has evolved across 12 annual periods from 2011 to 2022. As of June 2023, the index stands at 13.0%, representing strategic assets of GBX9.67 Million against net assets of GBX74.62 Million GBX. Explore cash efficiency ratio of Mortgage Advice to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Mortgage Advice (2011–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Mortgage Advice from 2011 to 2022, covering 12 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 Mortgage Advice stock valuation.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2022 13.3% GBX10.00 Million GBX10.00 Million GBX- GBX75.44 Million ▲ +0.8 pp
2021 12.5% GBX5.12 Million GBX5.12 Million GBX- GBX40.99 Million ▼ -2.0 pp
2020 14.5% GBX5.44 Million GBX5.44 Million GBX- GBX37.45 Million ▼ -6.9 pp
2019 21.4% GBX5.83 Million GBX5.83 Million GBX- GBX27.19 Million ▲ +11.0 pp
2018 10.5% GBX4.19 Million GBX2.62 Million GBX1.57 Million GBX40.03 Million ▼ -1.2 pp
2017 11.7% GBX3.99 Million GBX2.65 Million GBX1.34 Million GBX34.05 Million ▼ -1.6 pp
2016 13.3% GBX3.73 Million GBX2.72 Million GBX1.01 Million GBX28.06 Million ▼ -1.3 pp
2015 14.6% GBX3.34 Million GBX2.62 Million GBX715.00K GBX22.81 Million ▲ +11.7 pp
2014 3.0% GBX457.00K GBX204.00K GBX253.00K GBX15.47 Million ▲ +0.7 pp
2013 2.3% GBX375.74K GBX177.00K GBX198.74K GBX16.60 Million ▲ +0.3 pp
2012 1.9% GBX139.00K GBX139.00K GBX- GBX7.18 Million ▼ -1.7 pp
2011 3.6% GBX89.00K GBX89.00K GBX- GBX2.48 Million
pp = percentage points