HAL Trust (HAL) — Strategic Asset Allocation Index
HAL Trust (HAL) has a Strategic Asset Allocation Index of 60.5% as of June 2023. Strategic assets (PP&E of €9.37 Billion plus long-term investments of €-) total €9.37 Billion, measured against net assets of €15.49 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See HAL Trust (HAL) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
HAL Trust Strategic Asset Allocation Index (2013–2021)
This chart shows how HAL Trust's Strategic Asset Allocation Index has evolved across 9 annual periods from 2013 to 2021. As of June 2023, the index stands at 60.5%, representing strategic assets of €9.37 Billion against net assets of €15.49 Billion EUR. For live market cap and overall valuation, see HAL company net worth.
Annual Strategic Asset Allocation Index for HAL Trust (2013–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for HAL Trust from 2013 to 2021, covering 9 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 HAL book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 42.0% | €6.22 Billion | €6.22 Billion | €- | €14.81 Billion | ▼ -15.6 pp |
| 2020 | 57.6% | €6.11 Billion | €6.11 Billion | €- | €10.60 Billion | ▲ +1.7 pp |
| 2019 | 55.9% | €5.90 Billion | €5.90 Billion | €- | €10.55 Billion | ▼ -31.8 pp |
| 2018 | 87.7% | €8.69 Billion | €5.46 Billion | €3.24 Billion | €9.91 Billion | ▲ +2.5 pp |
| 2017 | 85.2% | €8.30 Billion | €5.03 Billion | €3.27 Billion | €9.75 Billion | ▼ -0.7 pp |
| 2016 | 85.8% | €8.38 Billion | €5.08 Billion | €3.29 Billion | €9.76 Billion | ▼ -8.5 pp |
| 2015 | 94.3% | €8.07 Billion | €4.96 Billion | €3.12 Billion | €8.56 Billion | ▼ -24.1 pp |
| 2014 | 118.4% | €7.70 Billion | €4.94 Billion | €2.76 Billion | €6.50 Billion | ▼ -30.2 pp |
| 2013 | 148.6% | €6.97 Billion | €4.52 Billion | €2.45 Billion | €4.69 Billion | — |