MONY Group plc Strategic Asset Allocation Index
MONY Group plc strategic asset allocation index. MONY Group plc (MONY) has a Strategic Asset Allocation Index of 16.5% as of December 2022. Strategic assets (PP&E of GBX35.40 Million plus long-term investments of GBX-) total GBX35.40 Million, measured against net assets of GBX214.70 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MONY Group plc net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of MONY Group plc (2004–2022)
Strategic asset allocation index of MONY Group plc from 2004 to 2022. This chart shows how MONY Group plc's Strategic Asset Allocation Index has evolved across 19 annual periods from 2004 to 2022. As of December 2022, the index stands at 16.5%, representing strategic assets of GBX35.40 Million against net assets of GBX214.70 Million GBX. Check MONY tangible net worth ratio to evaluate the tangible quality of the company's equity base.
MONY Group plc Strategic Asset Allocation Index by Year (2004–2022)
MONY Group plc strategic asset allocation index by year from 2004 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for MONY Group plc from 2004 to 2022, covering 19 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 MONY market cap.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 16.5% | GBX35.40 Million | GBX35.40 Million | GBX- | GBX214.70 Million | ▼ -2.7 pp |
| 2021 | 19.2% | GBX39.80 Million | GBX39.80 Million | GBX- | GBX207.60 Million | ▼ -1.3 pp |
| 2020 | 20.4% | GBX42.60 Million | GBX42.60 Million | GBX- | GBX208.50 Million | ▼ -4.9 pp |
| 2019 | 25.3% | GBX50.50 Million | GBX44.70 Million | GBX5.80 Million | GBX199.30 Million | ▲ +17.6 pp |
| 2018 | 7.7% | GBX15.50 Million | GBX13.80 Million | GBX1.70 Million | GBX200.50 Million | ▲ +2.0 pp |
| 2017 | 5.8% | GBX9.80 Million | GBX9.40 Million | GBX400.00K | GBX170.00 Million | ▲ +1.5 pp |
| 2016 | 4.3% | GBX8.00 Million | GBX7.50 Million | GBX500.00K | GBX186.40 Million | ▼ -1.0 pp |
| 2015 | 5.3% | GBX8.73 Million | GBX8.73 Million | GBX- | GBX165.79 Million | ▼ -1.1 pp |
| 2014 | 6.3% | GBX9.39 Million | GBX9.39 Million | GBX- | GBX148.12 Million | ▼ -3.0 pp |
| 2013 | 9.3% | GBX12.50 Million | GBX11.16 Million | GBX1.33 Million | GBX133.76 Million | ▲ +4.1 pp |
| 2012 | 5.3% | GBX10.55 Million | GBX10.55 Million | GBX- | GBX199.74 Million | ▼ -1.3 pp |
| 2011 | 6.6% | GBX10.95 Million | GBX10.95 Million | GBX- | GBX166.56 Million | ▲ +0.9 pp |
| 2010 | 5.7% | GBX10.70 Million | GBX10.70 Million | GBX- | GBX187.64 Million | ▲ +0.2 pp |
| 2009 | 5.5% | GBX12.13 Million | GBX12.13 Million | GBX- | GBX220.67 Million | ▲ +0.2 pp |
| 2008 | 5.3% | GBX13.60 Million | GBX13.60 Million | GBX- | GBX257.85 Million | ▲ +1.4 pp |
| 2007 | 3.8% | GBX12.59 Million | GBX12.59 Million | GBX- | GBX327.00 Million | ▼ -31.8 pp |
| 2006 | 35.7% | GBX6.55 Million | GBX6.55 Million | GBX- | GBX18.34 Million | ▼ -26.5 pp |
| 2005 | 62.2% | GBX4.73 Million | GBX4.73 Million | GBX- | GBX7.60 Million | ▼ -17.7 pp |
| 2004 | 79.9% | GBX4.56 Million | GBX4.56 Million | GBX- | GBX5.71 Million | — |