Saga plc (SAGA) — Strategic Asset Allocation Index
Saga plc (SAGA) has a Strategic Asset Allocation Index of 214.8% as of July 2023. Strategic assets (PP&E of GBX631.90 Million plus long-term investments of GBX-) total GBX631.90 Million, measured against net assets of GBX294.20 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Saga plc (SAGA) liquid assets ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Saga plc Strategic Asset Allocation Index (2012–2023)
This chart shows how Saga plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2012 to 2023. As of July 2023, the index stands at 214.8%, representing strategic assets of GBX631.90 Million against net assets of GBX294.20 Million GBX. See SAGA FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Saga plc (2012–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Saga plc from 2012 to 2023, covering 12 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 Saga plc market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 173.7% | GBX641.70 Million | GBX641.70 Million | GBX- | GBX369.50 Million | ▲ +69.1 pp |
| 2022 | 104.5% | GBX682.50 Million | GBX682.50 Million | GBX- | GBX652.90 Million | ▲ +7.1 pp |
| 2021 | 97.4% | GBX663.00 Million | GBX663.00 Million | GBX- | GBX680.70 Million | ▲ +20.8 pp |
| 2020 | 76.6% | GBX450.70 Million | GBX450.70 Million | GBX- | GBX588.20 Million | ▲ +55.4 pp |
| 2019 | 21.2% | GBX204.00 Million | GBX204.00 Million | GBX- | GBX960.90 Million | ▲ +5.2 pp |
| 2018 | 16.0% | GBX196.50 Million | GBX163.40 Million | GBX33.10 Million | GBX1.23 Billion | ▲ +4.8 pp |
| 2017 | 11.2% | GBX134.20 Million | GBX131.50 Million | GBX2.70 Million | GBX1.20 Billion | ▼ -1.9 pp |
| 2016 | 13.1% | GBX142.40 Million | GBX140.60 Million | GBX1.80 Million | GBX1.09 Billion | ▼ -56.6 pp |
| 2015 | 69.7% | GBX685.70 Million | GBX133.20 Million | GBX552.50 Million | GBX984.10 Million | ▲ +11.0 pp |
| 2014 | 58.7% | GBX656.80 Million | GBX139.80 Million | GBX517.00 Million | GBX1.12 Billion | ▲ +43.4 pp |
| 2013 | 15.2% | GBX159.20 Million | GBX159.20 Million | GBX- | GBX1.05 Billion | ▼ -1.3 pp |
| 2012 | 16.6% | GBX155.20 Million | GBX155.20 Million | GBX- | GBX936.80 Million | — |