Quilter PLC Strategic Asset Allocation Index

Latest as of June 2023: 6.4%

Quilter PLC 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 net asset quality index of Quilter PLC to measure how much of total assets are equity-financed.

SAAI

6.4%
Strategic Assets / Net Assets

Strategic Assets

GBX97.00 Million
PP&E + LT Investments

PP&E

GBX97.00 Million
GBX

Net Assets

GBX1.50 Billion
GBX

Strategic Asset Allocation Index of Quilter PLC (2014–2022)

Strategic asset allocation index of Quilter PLC from 2014 to 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. Check Quilter PLC tangible book value ratio to evaluate the tangible quality of the company's equity base.

Quilter PLC Strategic Asset Allocation Index by Year (2014–2022)

Quilter PLC strategic asset allocation index by year from 2014 to 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 live market cap and overall valuation, see QLT stock market capitalisation.

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 —
pp = percentage points