Shearwater Group plc (SWG) — Strategic Asset Allocation Index
Shearwater Group plc (SWG) has a Strategic Asset Allocation Index of 0.9% as of March 2023. Strategic assets (PP&E of GBX433.00K plus long-term investments of GBX-) total GBX433.00K, measured against net assets of GBX48.12 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Shearwater Group plc balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Shearwater Group plc Strategic Asset Allocation Index (2014–2023)
This chart shows how Shearwater Group plc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of March 2023, the index stands at 0.9%, representing strategic assets of GBX433.00K against net assets of GBX48.12 Million GBX. For live market cap and overall valuation, see SWG market cap overview.
Annual Strategic Asset Allocation Index for Shearwater Group plc (2014–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Shearwater Group plc from 2014 to 2023, covering 10 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. See Shearwater Group plc (SWG) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 0.9% | GBX433.00K | GBX433.00K | GBX- | GBX48.12 Million | ▲ +0.3 pp |
| 2022 | 0.6% | GBX315.00K | GBX315.00K | GBX- | GBX56.21 Million | ▼ -0.2 pp |
| 2021 | 0.7% | GBX405.00K | GBX405.00K | GBX- | GBX56.49 Million | ▼ -0.6 pp |
| 2020 | 1.3% | GBX692.00K | GBX692.00K | GBX- | GBX52.51 Million | ▲ +0.7 pp |
| 2019 | 0.6% | GBX281.00K | GBX248.00K | GBX33.00K | GBX49.35 Million | ▼ 0.0 pp |
| 2018 | 0.6% | GBX127.00K | GBX76.00K | GBX51.00K | GBX22.14 Million | ▼ -1.0 pp |
| 2017 | 1.6% | GBX119.00K | GBX1.00K | GBX118.00K | GBX7.48 Million | ▼ -3.0 pp |
| 2016 | 4.6% | GBX42.00K | GBX- | GBX42.00K | GBX907.00K | ▼ -3.2 pp |
| 2015 | 7.8% | GBX79.00K | GBX- | GBX79.00K | GBX1.01 Million | ▲ +2.2 pp |
| 2014 | 5.7% | GBX64.00K | GBX- | GBX64.00K | GBX1.13 Million | — |