Quilter PLC (QLT) — Strategic Asset Allocation Index
Quilter PLC (QLT) has a Strategic Asset Allocation Index of 6.4% as of June 2023. Strategic assets (PP&E of GBX97.00 Million plus long-term investments of GBX-) total GBX97.00 Million, measured against net assets of GBX1.50 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See QLT equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Quilter PLC Strategic Asset Allocation Index (2014–2022)
This chart shows how Quilter PLC's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of June 2023, the index stands at 6.4%, representing strategic assets of GBX97.00 Million against net assets of GBX1.50 Billion GBX. For live market cap and overall valuation, see market value of Quilter PLC.
Annual Strategic Asset Allocation Index for Quilter PLC (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Quilter PLC from 2014 to 2022, covering 9 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 Quilter PLC net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 7.2% | GBX112.00 Million | GBX112.00 Million | GBX- | GBX1.55 Billion | ▼ -0.3 pp |
| 2021 | 7.5% | GBX131.00 Million | GBX131.00 Million | GBX- | GBX1.74 Billion | ▼ 0.0 pp |
| 2020 | 7.6% | GBX142.00 Million | GBX142.00 Million | GBX- | GBX1.88 Billion | ▲ +0.6 pp |
| 2019 | 7.0% | GBX145.00 Million | GBX143.00 Million | GBX2.00 Million | GBX2.07 Billion | ▼ -2.7 pp |
| 2018 | 9.7% | GBX194.00 Million | GBX17.00 Million | GBX177.00 Million | GBX2.00 Billion | ▲ +0.3 pp |
| 2017 | 9.4% | GBX195.00 Million | GBX18.00 Million | GBX177.00 Million | GBX2.07 Billion | ▼ -3.4 pp |
| 2016 | 12.8% | GBX127.00 Million | GBX18.00 Million | GBX109.00 Million | GBX992.00 Million | ▼ -9.7 pp |
| 2015 | 22.5% | GBX205.00 Million | GBX19.00 Million | GBX186.00 Million | GBX913.00 Million | ▼ -75.0 pp |
| 2014 | 97.5% | GBX1.88 Billion | GBX- | GBX1.88 Billion | GBX1.92 Billion | — |