PHSC PLC (PHSC) — Strategic Asset Allocation Index
PHSC PLC (PHSC) has a Strategic Asset Allocation Index of 12.9% as of March 2023. Strategic assets (PP&E of GBX468.49K plus long-term investments of GBX-) total GBX468.49K, measured against net assets of GBX3.64 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PHSC PLC balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
PHSC PLC Strategic Asset Allocation Index (2003–2023)
This chart shows how PHSC PLC's Strategic Asset Allocation Index has evolved across 21 annual periods from 2003 to 2023. As of March 2023, the index stands at 12.9%, representing strategic assets of GBX468.49K against net assets of GBX3.64 Million GBX. For live market cap and overall valuation, see market value of PHSC PLC.
Annual Strategic Asset Allocation Index for PHSC PLC (2003–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for PHSC PLC from 2003 to 2023, covering 21 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 PHSC net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 12.9% | GBX468.49K | GBX468.49K | GBX- | GBX3.64 Million | ▼ -1.1 pp |
| 2022 | 14.0% | GBX490.14K | GBX490.14K | GBX- | GBX3.51 Million | ▲ +3.2 pp |
| 2021 | 10.8% | GBX529.41K | GBX529.41K | GBX- | GBX4.92 Million | ▼ -1.1 pp |
| 2020 | 11.9% | GBX592.54K | GBX592.54K | GBX- | GBX4.98 Million | ▲ +2.4 pp |
| 2019 | 9.5% | GBX488.58K | GBX488.58K | GBX- | GBX5.14 Million | ▼ -1.7 pp |
| 2018 | 11.2% | GBX594.34K | GBX594.34K | GBX- | GBX5.29 Million | ▼ -0.1 pp |
| 2017 | 11.3% | GBX626.22K | GBX626.22K | GBX- | GBX5.52 Million | ▲ +0.2 pp |
| 2016 | 11.1% | GBX675.35K | GBX675.35K | GBX- | GBX6.08 Million | ▲ +0.6 pp |
| 2015 | 10.5% | GBX689.60K | GBX689.60K | GBX- | GBX6.60 Million | ▼ -0.4 pp |
| 2014 | 10.8% | GBX696.00K | GBX696.00K | GBX- | GBX6.44 Million | ▼ -1.9 pp |
| 2013 | 12.7% | GBX713.00K | GBX713.00K | GBX- | GBX5.63 Million | ▼ -1.7 pp |
| 2012 | 14.3% | GBX770.00K | GBX770.00K | GBX- | GBX5.37 Million | ▼ -1.2 pp |
| 2011 | 15.5% | GBX817.00K | GBX817.00K | GBX- | GBX5.27 Million | ▼ -0.9 pp |
| 2010 | 16.4% | GBX839.00K | GBX839.00K | GBX- | GBX5.13 Million | ▼ -0.6 pp |
| 2009 | 17.0% | GBX847.00K | GBX847.00K | GBX- | GBX5.00 Million | ▲ +0.5 pp |
| 2008 | 16.5% | GBX807.00K | GBX807.00K | GBX- | GBX4.89 Million | ▼ -1.6 pp |
| 2007 | 18.1% | GBX818.00K | GBX818.00K | GBX- | GBX4.52 Million | ▼ -3.7 pp |
| 2006 | 21.8% | GBX719.00K | GBX719.00K | GBX- | GBX3.29 Million | ▲ +5.3 pp |
| 2005 | 16.6% | GBX389.00K | GBX389.00K | GBX- | GBX2.35 Million | ▼ -7.3 pp |
| 2004 | 23.9% | GBX397.00K | GBX397.00K | GBX- | GBX1.66 Million | ▼ -24.8 pp |
| 2003 | 48.6% | GBX391.00K | GBX391.00K | GBX- | GBX804.00K | — |