Shearwater Group plc Strategic Asset Allocation Index
Shearwater Group plc 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 SWG equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Shearwater Group plc (2014–2023)
Strategic asset allocation index of Shearwater Group plc from 2014 to 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. Check Shearwater Group plc tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Shearwater Group plc Strategic Asset Allocation Index by Year (2014–2023)
Shearwater Group plc strategic asset allocation index by year from 2014 to 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 live market cap and overall valuation, see market value of Shearwater Group plc.
| 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 | — |