Schroders PLC (SDR) — Strategic Asset Allocation Index
Schroders PLC (SDR) has a Strategic Asset Allocation Index of 11.7% as of December 2022. Strategic assets (PP&E of GBX524.10 Million plus long-term investments of GBX-) total GBX524.10 Million, measured against net assets of GBX4.48 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Schroders PLC Strategic Asset Allocation Index (2000–2022)
This chart shows how Schroders PLC's Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of December 2022, the index stands at 11.7%, representing strategic assets of GBX524.10 Million against net assets of GBX4.48 Billion GBX. Explore SDR cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Schroders PLC (2000–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Schroders PLC from 2000 to 2022, covering 23 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 Schroders PLC.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 11.7% | GBX524.10 Million | GBX524.10 Million | GBX- | GBX4.48 Billion | ▼ -1.0 pp |
| 2021 | 12.7% | GBX560.00 Million | GBX560.00 Million | GBX- | GBX4.43 Billion | ▼ -1.8 pp |
| 2020 | 14.5% | GBX590.90 Million | GBX590.90 Million | GBX- | GBX4.09 Billion | ▼ -14.6 pp |
| 2019 | 29.0% | GBX1.12 Billion | GBX652.30 Million | GBX465.00 Million | GBX3.85 Billion | ▲ +13.5 pp |
| 2018 | 15.6% | GBX563.70 Million | GBX249.40 Million | GBX314.30 Million | GBX3.62 Billion | ▼ -26.3 pp |
| 2017 | 41.9% | GBX1.45 Billion | GBX162.80 Million | GBX1.29 Billion | GBX3.47 Billion | ▲ +33.8 pp |
| 2016 | 8.0% | GBX253.10 Million | GBX66.40 Million | GBX186.70 Million | GBX3.15 Billion | ▲ +0.2 pp |
| 2015 | 7.8% | GBX217.50 Million | GBX41.80 Million | GBX175.70 Million | GBX2.80 Billion | ▲ +0.3 pp |
| 2014 | 7.5% | GBX189.10 Million | GBX29.90 Million | GBX159.20 Million | GBX2.54 Billion | ▼ -1.6 pp |
| 2013 | 9.0% | GBX204.90 Million | GBX22.50 Million | GBX182.40 Million | GBX2.27 Billion | ▲ +8.3 pp |
| 2012 | 0.7% | GBX15.00 Million | GBX15.00 Million | GBX- | GBX2.07 Billion | ▼ -0.1 pp |
| 2011 | 0.9% | GBX16.20 Million | GBX16.20 Million | GBX- | GBX1.90 Billion | ▼ -0.2 pp |
| 2010 | 1.1% | GBX19.30 Million | GBX19.30 Million | GBX- | GBX1.80 Billion | ▼ -0.2 pp |
| 2009 | 1.3% | GBX21.30 Million | GBX21.30 Million | GBX- | GBX1.65 Billion | ▼ -0.4 pp |
| 2008 | 1.7% | GBX27.70 Million | GBX27.70 Million | GBX- | GBX1.63 Billion | ▲ +0.2 pp |
| 2007 | 1.5% | GBX25.60 Million | GBX25.60 Million | GBX- | GBX1.70 Billion | ▲ +0.6 pp |
| 2006 | 0.9% | GBX12.70 Million | GBX12.70 Million | GBX- | GBX1.44 Billion | ▲ +0.2 pp |
| 2005 | 0.7% | GBX9.40 Million | GBX9.40 Million | GBX- | GBX1.34 Billion | ▼ 0.0 pp |
| 2004 | 0.7% | GBX8.00 Million | GBX8.00 Million | GBX- | GBX1.13 Billion | ▼ -0.3 pp |
| 2003 | 1.0% | GBX10.10 Million | GBX10.10 Million | GBX- | GBX1.04 Billion | ▼ -0.7 pp |
| 2002 | 1.7% | GBX17.80 Million | GBX17.80 Million | GBX- | GBX1.05 Billion | ▼ -7.6 pp |
| 2001 | 9.3% | GBX103.30 Million | GBX103.30 Million | GBX- | GBX1.11 Billion | ▲ +1.2 pp |
| 2000 | 8.1% | GBX94.10 Million | GBX94.10 Million | GBX- | GBX1.16 Billion | — |