Tatton Asset Management plc Strategic Asset Allocation Index
Tatton Asset Management plc strategic asset allocation index. Tatton Asset Management plc (TAM) has a Strategic Asset Allocation Index of 1.7% as of September 2022. Strategic assets (PP&E of GBX593.00K plus long-term investments of GBX-) total GBX593.00K, measured against net assets of GBX35.67 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See TAM net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Tatton Asset Management plc (2015–2022)
Strategic asset allocation index of Tatton Asset Management plc from 2015 to 2022. This chart shows how Tatton Asset Management plc's Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of September 2022, the index stands at 1.7%, representing strategic assets of GBX593.00K against net assets of GBX35.67 Million GBX. Check Tatton Asset Management plc tangible equity quality to evaluate the tangible quality of the company's equity base.
Tatton Asset Management plc Strategic Asset Allocation Index by Year (2015–2022)
Tatton Asset Management plc strategic asset allocation index by year from 2015 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Tatton Asset Management plc from 2015 to 2022, covering 8 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 TAM market cap.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 2.4% | GBX749.00K | GBX749.00K | GBX- | GBX31.04 Million | ▼ -1.6 pp |
| 2021 | 4.1% | GBX992.00K | GBX992.00K | GBX- | GBX24.45 Million | ▼ -1.8 pp |
| 2020 | 5.8% | GBX1.03 Million | GBX1.03 Million | GBX- | GBX17.78 Million | ▲ +3.5 pp |
| 2019 | 2.3% | GBX349.00K | GBX349.00K | GBX- | GBX15.29 Million | ▲ +1.5 pp |
| 2018 | 0.8% | GBX104.00K | GBX104.00K | GBX- | GBX13.56 Million | ▼ -0.5 pp |
| 2017 | 1.3% | GBX44.00K | GBX75.00K | GBX-31.00K | GBX3.44 Million | ▼ -16.7 pp |
| 2016 | 18.0% | GBX989.00K | GBX69.00K | GBX920.00K | GBX5.50 Million | ▲ +12.7 pp |
| 2015 | 5.3% | GBX252.00K | GBX57.00K | GBX195.00K | GBX4.75 Million | — |