Yu Group PLC (YU) — Strategic Asset Allocation Index

Latest as of June 2023: 24.3%

Yu Group PLC (YU) has a Strategic Asset Allocation Index of 24.3% as of June 2023. Strategic assets (PP&E of GBX5.37 Million plus long-term investments of GBX-) total GBX5.37 Million, measured against net assets of GBX22.08 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See YU equity financing ratio to measure how much of total assets are equity-financed.

SAAI

24.3%
Strategic Assets / Net Assets

Strategic Assets

GBX5.37 Million
PP&E + LT Investments

PP&E

GBX5.37 Million
GBX

Net Assets

GBX22.08 Million
GBX

Yu Group PLC Strategic Asset Allocation Index (2016–2022)

This chart shows how Yu Group PLC's Strategic Asset Allocation Index has evolved across 7 annual periods from 2016 to 2022. As of June 2023, the index stands at 24.3%, representing strategic assets of GBX5.37 Million against net assets of GBX22.08 Million GBX. For live market cap and overall valuation, see YU market cap.

Annual Strategic Asset Allocation Index for Yu Group PLC (2016–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Yu Group PLC from 2016 to 2022, covering 7 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 YU total equity for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2022 25.4% GBX3.75 Million GBX3.75 Million GBX- GBX14.80 Million ▼ -17.1 pp
2021 42.5% GBX3.94 Million GBX3.94 Million GBX- GBX9.29 Million ▲ +5.9 pp
2020 36.6% GBX1.65 Million GBX1.65 Million GBX- GBX4.51 Million ▲ +14.8 pp
2019 21.7% GBX1.15 Million GBX1.15 Million GBX- GBX5.30 Million ▲ +18.0 pp
2018 3.8% GBX395.00K GBX395.00K GBX- GBX10.44 Million ▼ -4.7 pp
2017 8.4% GBX539.00K GBX539.00K GBX- GBX6.39 Million ▲ +4.6 pp
2016 3.9% GBX209.00K GBX209.00K GBX- GBX5.41 Million —
pp = percentage points