Pensionbee Group PLC Strategic Asset Allocation Index

Latest as of June 2023: 5.1%

Pensionbee Group PLC strategic asset allocation index. Pensionbee Group PLC (PBEE) has a Strategic Asset Allocation Index of 5.1% as of June 2023. Strategic assets (PP&E of GBX791.00K plus long-term investments of GBX-) total GBX791.00K, measured against net assets of GBX15.59 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PBEE equity to assets ratio to measure how much of total assets are equity-financed.

SAAI

5.1%
Strategic Assets / Net Assets

Strategic Assets

GBX791.00K
PP&E + LT Investments

PP&E

GBX791.00K
GBX

Net Assets

GBX15.59 Million
GBX

Strategic Asset Allocation Index of Pensionbee Group PLC (2018–2022)

Strategic asset allocation index of Pensionbee Group PLC from 2018 to 2022. This chart shows how Pensionbee Group PLC's Strategic Asset Allocation Index has evolved across 5 annual periods from 2018 to 2022. As of June 2023, the index stands at 5.1%, representing strategic assets of GBX791.00K against net assets of GBX15.59 Million GBX. Check tangible equity quality of Pensionbee Group PLC to evaluate the tangible quality of the company's equity base.

Pensionbee Group PLC Strategic Asset Allocation Index by Year (2018–2022)

Pensionbee Group PLC strategic asset allocation index by year from 2018 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Pensionbee Group PLC from 2018 to 2022, covering 5 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 how much is Pensionbee Group PLC worth.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2022 3.9% GBX911.00K GBX911.00K GBX- GBX23.53 Million ▲ +2.0 pp
2021 1.9% GBX819.00K GBX819.00K GBX- GBX43.78 Million ▼ -3.0 pp
2020 4.8% GBX313.00K GBX313.00K GBX- GBX6.46 Million ▲ +0.2 pp
2019 4.7% GBX485.00K GBX485.00K GBX- GBX10.33 Million ▲ +4.1 pp
2018 0.6% GBX65.00K GBX65.00K GBX- GBX10.18 Million —
pp = percentage points