Polar Capital Holdings plc Strategic Asset Allocation Index
Polar Capital Holdings plc 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. See Polar Capital Holdings plc balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Polar Capital Holdings plc (2004–2023)
Strategic asset allocation index of Polar Capital Holdings plc from 2004 to 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. Check tangible net worth ratio of Polar Capital Holdings plc to evaluate the tangible quality of the company's equity base.
Polar Capital Holdings plc Strategic Asset Allocation Index by Year (2004–2023)
Polar Capital Holdings plc strategic asset allocation index by year from 2004 to 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 live market cap and overall valuation, 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 | — |