Pensionbee Group PLC (PBEE) — 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 Pensionbee Group PLC balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Pensionbee Group PLC Strategic Asset Allocation Index (2018–2022)
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. For live market cap and overall valuation, see market value of Pensionbee Group PLC.
Annual Strategic Asset Allocation Index for Pensionbee Group PLC (2018–2022)
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. See PBEE book value for net asset value and shareholders' equity analysis.
| 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 | — |