Tavistock Investments Plc (TAVI) — Strategic Asset Allocation Index
Tavistock Investments Plc (TAVI) has a Strategic Asset Allocation Index of 4.7% as of March 2023. Strategic assets (PP&E of GBX1.97 Million plus long-term investments of GBX-) total GBX1.97 Million, measured against net assets of GBX41.77 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Tavistock Investments Plc net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Tavistock Investments Plc Strategic Asset Allocation Index (2005–2023)
This chart shows how Tavistock Investments Plc's Strategic Asset Allocation Index has evolved across 18 annual periods from 2005 to 2023. As of March 2023, the index stands at 4.7%, representing strategic assets of GBX1.97 Million against net assets of GBX41.77 Million GBX. For live market cap and overall valuation, see Tavistock Investments Plc market capitalisation.
Annual Strategic Asset Allocation Index for Tavistock Investments Plc (2005–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Tavistock Investments Plc from 2005 to 2023, covering 18 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 TAVI total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 4.7% | GBX1.97 Million | GBX1.97 Million | GBX- | GBX41.77 Million | ▲ +0.7 pp |
| 2022 | 4.0% | GBX1.73 Million | GBX1.73 Million | GBX- | GBX43.48 Million | ▼ -2.6 pp |
| 2021 | 6.6% | GBX1.04 Million | GBX1.04 Million | GBX- | GBX15.73 Million | ▲ +0.7 pp |
| 2020 | 5.9% | GBX915.00K | GBX915.00K | GBX- | GBX15.40 Million | ▲ +3.0 pp |
| 2019 | 2.9% | GBX586.00K | GBX586.00K | GBX- | GBX20.00 Million | ▲ +0.3 pp |
| 2018 | 2.6% | GBX490.00K | GBX490.00K | GBX- | GBX18.69 Million | ▲ +0.5 pp |
| 2017 | 2.1% | GBX381.00K | GBX381.00K | GBX- | GBX18.18 Million | ▼ -0.8 pp |
| 2016 | 2.9% | GBX257.00K | GBX257.00K | GBX- | GBX8.90 Million | ▲ +2.3 pp |
| 2015 | 0.6% | GBX69.00K | GBX69.00K | GBX- | GBX11.42 Million | ▼ -0.3 pp |
| 2012 | 0.9% | GBX3.00K | GBX3.00K | GBX- | GBX342.00K | ▲ +0.5 pp |
| 2011 | 0.4% | GBX7.00K | GBX7.00K | GBX- | GBX1.80 Million | ▼ -1.0 pp |
| 2010 | 1.4% | GBX18.00K | GBX18.00K | GBX- | GBX1.26 Million | ▼ -0.2 pp |
| 2010 | 1.7% | GBX24.00K | GBX24.00K | GBX- | GBX1.43 Million | ▼ -6.7 pp |
| 2009 | 8.3% | GBX4.00K | GBX4.00K | GBX- | GBX48.00K | ▲ +7.2 pp |
| 2008 | 1.2% | GBX9.00K | GBX9.00K | GBX- | GBX780.00K | ▼ -4.9 pp |
| 2007 | 6.1% | GBX38.00K | GBX38.00K | GBX- | GBX627.00K | ▲ +2.9 pp |
| 2006 | 3.1% | GBX87.00K | GBX87.00K | GBX- | GBX2.78 Million | ▲ +2.1 pp |
| 2005 | 1.0% | GBX71.00K | GBX71.00K | GBX- | GBX6.81 Million | — |