XPS Pensions Group PLC Strategic Asset Allocation Index

Latest as of September 2022: 9.7%

XPS Pensions Group PLC strategic asset allocation index. XPS Pensions Group PLC (XPS) has a Strategic Asset Allocation Index of 9.7% as of September 2022. Strategic assets (PP&E of GBX13.93 Million plus long-term investments of GBX-) total GBX13.93 Million, measured against net assets of GBX142.92 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See XPS Pensions Group PLC balance sheet quality to measure how much of total assets are equity-financed.

SAAI

9.7%
Strategic Assets / Net Assets

Strategic Assets

GBX13.93 Million
PP&E + LT Investments

PP&E

GBX13.93 Million
GBX

Net Assets

GBX142.92 Million
GBX

Strategic Asset Allocation Index of XPS Pensions Group PLC (2017–2022)

Strategic asset allocation index of XPS Pensions Group PLC from 2017 to 2022. This chart shows how XPS Pensions Group PLC's Strategic Asset Allocation Index has evolved across 6 annual periods from 2017 to 2022. As of September 2022, the index stands at 9.7%, representing strategic assets of GBX13.93 Million against net assets of GBX142.92 Million GBX. Check XPS Pensions Group PLC (XPS) tangible net worth to evaluate the tangible quality of the company's equity base.

XPS Pensions Group PLC Strategic Asset Allocation Index by Year (2017–2022)

XPS Pensions Group PLC strategic asset allocation index by year from 2017 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for XPS Pensions Group PLC from 2017 to 2022, covering 6 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 XPS market cap.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2022 9.8% GBX14.11 Million GBX14.11 Million GBX- GBX144.44 Million ▼ -0.6 pp
2021 10.3% GBX15.43 Million GBX15.43 Million GBX- GBX149.07 Million ▼ -0.1 pp
2020 10.4% GBX15.98 Million GBX15.98 Million GBX- GBX152.94 Million ▲ +8.5 pp
2019 2.0% GBX3.10 Million GBX2.10 Million GBX1.00 Million GBX156.40 Million ▲ +1.3 pp
2018 0.7% GBX1.02 Million GBX1.02 Million GBX- GBX153.38 Million ▼ -4.0 pp
2017 4.6% GBX1.34 Million GBX1.34 Million GBX- GBX28.95 Million —
pp = percentage points