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. Check how resilient are Quilter PLC's assets to evaluate the company's liquid asset resilience ratio.
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. See Quilter PLC (QLT) flexibility index to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see market value of Quilter PLC.
| 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 | — |