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.
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. Explore Saga plc cash flow conversion to assess how effectively this company generates cash.
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 market value of Saga plc.
| 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 | — |