Polar Capital Holdings plc (POLR) — Strategic Asset Allocation Index
Polar Capital Holdings plc (POLR) has a Strategic Asset Allocation Index of 7.4% as of March 2023. Strategic assets (PP&E of GBX10.53 Million plus long-term investments of GBX-) total GBX10.53 Million, measured against net assets of GBX142.85 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Polar Capital Holdings plc asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Polar Capital Holdings plc Strategic Asset Allocation Index (2004–2023)
This chart shows how Polar Capital Holdings plc's Strategic Asset Allocation Index has evolved across 20 annual periods from 2004 to 2023. As of March 2023, the index stands at 7.4%, representing strategic assets of GBX10.53 Million against net assets of GBX142.85 Million GBX. See Polar Capital Holdings plc financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Polar Capital Holdings plc (2004–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Polar Capital Holdings plc from 2004 to 2023, covering 20 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 the full company profile including market capitalisation, see POLR company net worth.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 7.4% | GBX10.53 Million | GBX10.53 Million | GBX- | GBX142.85 Million | ▲ +4.7 pp |
| 2022 | 2.6% | GBX4.11 Million | GBX4.11 Million | GBX- | GBX156.25 Million | ▼ -0.7 pp |
| 2021 | 3.4% | GBX5.10 Million | GBX5.10 Million | GBX- | GBX151.44 Million | ▼ -2.0 pp |
| 2020 | 5.4% | GBX6.27 Million | GBX6.27 Million | GBX- | GBX116.08 Million | ▲ +3.8 pp |
| 2019 | 1.6% | GBX1.72 Million | GBX1.72 Million | GBX- | GBX109.68 Million | ▼ -0.7 pp |
| 2018 | 2.2% | GBX1.97 Million | GBX1.97 Million | GBX- | GBX87.67 Million | ▼ -1.1 pp |
| 2017 | 3.4% | GBX2.40 Million | GBX2.40 Million | GBX- | GBX70.74 Million | ▼ -0.4 pp |
| 2016 | 3.8% | GBX2.86 Million | GBX2.86 Million | GBX- | GBX75.70 Million | ▲ +1.1 pp |
| 2015 | 2.7% | GBX2.01 Million | GBX2.01 Million | GBX- | GBX75.23 Million | ▲ +2.5 pp |
| 2014 | 0.1% | GBX94.00K | GBX94.00K | GBX- | GBX74.39 Million | ▼ 0.0 pp |
| 2013 | 0.2% | GBX85.00K | GBX85.00K | GBX- | GBX53.76 Million | ▲ +0.0 pp |
| 2012 | 0.2% | GBX71.00K | GBX71.00K | GBX- | GBX46.60 Million | ▲ +0.0 pp |
| 2011 | 0.1% | GBX53.00K | GBX53.00K | GBX- | GBX43.35 Million | ▼ 0.0 pp |
| 2010 | 0.1% | GBX51.00K | GBX51.00K | GBX- | GBX36.13 Million | ▼ -0.3 pp |
| 2009 | 0.4% | GBX162.00K | GBX162.00K | GBX- | GBX39.62 Million | ▼ -0.6 pp |
| 2008 | 1.0% | GBX396.00K | GBX396.00K | GBX- | GBX37.86 Million | ▼ -0.6 pp |
| 2007 | 1.6% | GBX537.00K | GBX537.00K | GBX- | GBX32.62 Million | ▼ -2.4 pp |
| 2006 | 4.1% | GBX595.00K | GBX595.00K | GBX- | GBX14.67 Million | ▲ +0.9 pp |
| 2005 | 3.2% | GBX235.00K | GBX235.00K | GBX- | GBX7.35 Million | ▲ +1.8 pp |
| 2004 | 1.4% | GBX80.00K | GBX80.00K | GBX- | GBX5.66 Million | — |