Australian Ethical Investment Ltd Strategic Asset Allocation Index
Australian Ethical Investment Ltd strategic asset allocation index. Australian Ethical Investment Ltd (AEF) has a Strategic Asset Allocation Index of 5.5% as of December 2025. Strategic assets (PP&E of AU$2.53 Million plus long-term investments of AU$-) total AU$2.53 Million, measured against net assets of AU$46.25 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Australian Ethical Investment Ltd balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Australian Ethical Investment Ltd (2002–2025)
Strategic asset allocation index of Australian Ethical Investment Ltd from 2002 to 2025. This chart shows how Australian Ethical Investment Ltd's Strategic Asset Allocation Index has evolved across 24 annual periods from 2002 to 2025. As of December 2025, the index stands at 5.5%, representing strategic assets of AU$2.53 Million against net assets of AU$46.25 Million AUD. Check Australian Ethical Investment Ltd tangible equity quality to evaluate the tangible quality of the company's equity base.
Australian Ethical Investment Ltd Strategic Asset Allocation Index by Year (2002–2025)
Australian Ethical Investment Ltd strategic asset allocation index by year from 2002 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Australian Ethical Investment Ltd from 2002 to 2025, covering 24 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 Australian Ethical Investment Ltd stock valuation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 7.4% | AU$2.97 Million | AU$2.97 Million | AU$- | AU$40.45 Million | ▲ +4.6 pp |
| 2024 | 2.7% | AU$816.00K | AU$- | AU$816.00K | AU$30.14 Million | ▼ -19.3 pp |
| 2023 | 22.0% | AU$5.89 Million | AU$2.47 Million | AU$3.42 Million | AU$26.75 Million | ▼ -7.4 pp |
| 2022 | 29.4% | AU$7.26 Million | AU$1.45 Million | AU$5.81 Million | AU$24.66 Million | ▲ +18.9 pp |
| 2021 | 10.5% | AU$2.54 Million | AU$1.89 Million | AU$645.00K | AU$24.18 Million | ▼ -6.0 pp |
| 2020 | 16.4% | AU$3.42 Million | AU$2.79 Million | AU$637.00K | AU$20.82 Million | ▲ +2.7 pp |
| 2019 | 13.7% | AU$2.33 Million | AU$1.75 Million | AU$582.00K | AU$17.01 Million | ▲ +1.4 pp |
| 2018 | 12.4% | AU$1.89 Million | AU$1.81 Million | AU$80.00K | AU$15.31 Million | ▼ -2.4 pp |
| 2017 | 14.8% | AU$2.06 Million | AU$2.06 Million | AU$0.00 | AU$13.91 Million | ▲ +1.0 pp |
| 2016 | 13.8% | AU$1.82 Million | AU$1.82 Million | AU$0.00 | AU$13.24 Million | ▼ -4.8 pp |
| 2015 | 18.5% | AU$2.07 Million | AU$2.07 Million | AU$- | AU$11.15 Million | ▲ +13.7 pp |
| 2014 | 4.8% | AU$459.00K | AU$459.00K | AU$- | AU$9.48 Million | ▼ -3.7 pp |
| 2013 | 8.5% | AU$620.00K | AU$620.00K | AU$- | AU$7.30 Million | ▼ -45.5 pp |
| 2012 | 54.0% | AU$3.62 Million | AU$3.62 Million | AU$- | AU$6.71 Million | ▲ +1.0 pp |
| 2011 | 53.0% | AU$4.04 Million | AU$4.04 Million | AU$- | AU$7.63 Million | ▲ +0.6 pp |
| 2010 | 52.3% | AU$4.21 Million | AU$4.21 Million | AU$- | AU$8.06 Million | ▲ +3.3 pp |
| 2009 | 49.0% | AU$4.14 Million | AU$4.14 Million | AU$- | AU$8.45 Million | ▼ -1.2 pp |
| 2008 | 50.2% | AU$4.21 Million | AU$4.21 Million | AU$- | AU$8.38 Million | ▼ -6.1 pp |
| 2007 | 56.3% | AU$4.33 Million | AU$4.33 Million | AU$- | AU$7.68 Million | ▲ +14.7 pp |
| 2006 | 41.6% | AU$2.61 Million | AU$2.61 Million | AU$- | AU$6.27 Million | ▲ +36.0 pp |
| 2005 | 5.6% | AU$283.00K | AU$283.00K | AU$- | AU$5.05 Million | ▲ +1.2 pp |
| 2004 | 4.4% | AU$200.00K | AU$200.00K | AU$- | AU$4.54 Million | ▼ 0.0 pp |
| 2003 | 4.4% | AU$192.00K | AU$192.00K | AU$- | AU$4.34 Million | ▲ +1.4 pp |
| 2002 | 3.0% | AU$129.00K | AU$129.00K | AU$- | AU$4.32 Million | — |