Northern Bear Plc (NTBR) — Strategic Asset Allocation Index
Northern Bear Plc (NTBR) has a Strategic Asset Allocation Index of 27.8% as of September 2022. Strategic assets (PP&E of GBX6.15 Million plus long-term investments of GBX-) total GBX6.15 Million, measured against net assets of GBX22.10 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Northern Bear Plc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Northern Bear Plc Strategic Asset Allocation Index (2007–2022)
This chart shows how Northern Bear Plc's Strategic Asset Allocation Index has evolved across 16 annual periods from 2007 to 2022. As of September 2022, the index stands at 27.8%, representing strategic assets of GBX6.15 Million against net assets of GBX22.10 Million GBX. For live market cap and overall valuation, see Northern Bear Plc stock valuation.
Annual Strategic Asset Allocation Index for Northern Bear Plc (2007–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Northern Bear Plc from 2007 to 2022, covering 16 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 NTBR net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 29.2% | GBX6.12 Million | GBX6.12 Million | GBX- | GBX20.98 Million | ▲ +8.1 pp |
| 2021 | 21.0% | GBX4.69 Million | GBX4.69 Million | GBX- | GBX22.29 Million | ▲ +3.0 pp |
| 2020 | 18.0% | GBX4.34 Million | GBX4.34 Million | GBX- | GBX24.08 Million | ▲ +5.0 pp |
| 2019 | 13.0% | GBX3.03 Million | GBX3.03 Million | GBX- | GBX23.25 Million | ▼ -1.2 pp |
| 2018 | 14.3% | GBX3.05 Million | GBX3.05 Million | GBX- | GBX21.38 Million | ▼ -0.2 pp |
| 2017 | 14.5% | GBX2.85 Million | GBX2.85 Million | GBX- | GBX19.69 Million | ▲ +1.5 pp |
| 2016 | 12.9% | GBX2.88 Million | GBX2.88 Million | GBX- | GBX22.26 Million | ▲ +0.1 pp |
| 2015 | 12.8% | GBX2.70 Million | GBX2.70 Million | GBX- | GBX21.06 Million | ▼ 0.0 pp |
| 2014 | 12.9% | GBX2.53 Million | GBX2.53 Million | GBX- | GBX19.67 Million | ▼ -0.3 pp |
| 2013 | 13.2% | GBX2.42 Million | GBX2.42 Million | GBX- | GBX18.33 Million | ▲ +0.8 pp |
| 2012 | 12.4% | GBX2.22 Million | GBX2.22 Million | GBX- | GBX17.86 Million | ▼ -0.6 pp |
| 2011 | 13.1% | GBX2.26 Million | GBX2.26 Million | GBX- | GBX17.30 Million | ▼ -2.6 pp |
| 2010 | 15.7% | GBX3.13 Million | GBX3.13 Million | GBX- | GBX19.97 Million | ▼ -1.8 pp |
| 2009 | 17.4% | GBX3.71 Million | GBX3.71 Million | GBX- | GBX21.27 Million | ▲ +5.2 pp |
| 2008 | 12.3% | GBX2.18 Million | GBX2.18 Million | GBX- | GBX17.76 Million | ▼ -5.6 pp |
| 2007 | 17.9% | GBX1.72 Million | GBX1.72 Million | GBX- | GBX9.62 Million | — |