Tatton Asset Management plc (TAM) — 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 Tatton Asset Management plc (TAM) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Tatton Asset Management plc Strategic Asset Allocation Index (2015–2022)
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. For live market cap and overall valuation, see Tatton Asset Management plc market cap and net worth.
Annual Strategic Asset Allocation Index for Tatton Asset Management plc (2015–2022)
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. See TAM total equity for net asset value and shareholders' equity analysis.
| 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 | — |