Tavistock Investments Plc Strategic Asset Allocation Index

Latest as of March 2023: 4.7%

Tavistock Investments Plc 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 TAVI equity to assets ratio to measure how much of total assets are equity-financed.

SAAI

4.7%
Strategic Assets / Net Assets

Strategic Assets

GBX1.97 Million
PP&E + LT Investments

PP&E

GBX1.97 Million
GBX

Net Assets

GBX41.77 Million
GBX

Strategic Asset Allocation Index of Tavistock Investments Plc (2005–2023)

Strategic asset allocation index of Tavistock Investments Plc from 2005 to 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. Check TAVI intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

Tavistock Investments Plc Strategic Asset Allocation Index by Year (2005–2023)

Tavistock Investments Plc strategic asset allocation index by year from 2005 to 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. For live market cap and overall valuation, see market value of Tavistock Investments Plc.

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 —
pp = percentage points