Schroders PLC Strategic Asset Allocation Index
Schroders PLC 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. See Schroders PLC balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Schroders PLC (2000–2022)
Strategic asset allocation index of Schroders PLC from 2000 to 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. Check tangible equity quality of Schroders PLC to evaluate the tangible quality of the company's equity base.
Schroders PLC Strategic Asset Allocation Index by Year (2000–2022)
Schroders PLC strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see Schroders PLC market capitalisation.
| 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 | — |