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. Check asset resilience ratio of Shearwater Group plc to evaluate the company's liquid asset resilience ratio.
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. See Shearwater Group plc free cash flow to debt ratio to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see Shearwater Group plc (SWG) total market value.
| 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 | — |