Australian Ethical Investment Ltd (AEF) — 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. Check Australian Ethical Investment Ltd liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Australian Ethical Investment Ltd Strategic Asset Allocation Index (2002–2025)
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. See AEF FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Australian Ethical Investment Ltd (2002–2025)
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 the full company profile including market capitalisation, see Australian Ethical Investment Ltd (AEF) total market value.
| 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 | — |