Bendigo and Adelaide Bank Ltd Strategic Asset Allocation Index
Bendigo and Adelaide Bank Ltd strategic asset allocation index. Bendigo and Adelaide Bank Ltd (BEN) has a Strategic Asset Allocation Index of 140.0% as of June 2025. Strategic assets (PP&E of AU$133.50 Million plus long-term investments of AU$9.20 Billion) total AU$9.34 Billion, measured against net assets of AU$6.67 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See BEN equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Bendigo and Adelaide Bank Ltd (2000–2025)
Strategic asset allocation index of Bendigo and Adelaide Bank Ltd from 2000 to 2025. This chart shows how Bendigo and Adelaide Bank Ltd's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2025, the index stands at 140.0%, representing strategic assets of AU$9.34 Billion against net assets of AU$6.67 Billion AUD. Check Bendigo and Adelaide Bank Ltd (BEN) tangible net worth to evaluate the tangible quality of the company's equity base.
Bendigo and Adelaide Bank Ltd Strategic Asset Allocation Index by Year (2000–2025)
Bendigo and Adelaide Bank Ltd strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Bendigo and Adelaide Bank Ltd from 2000 to 2025, covering 26 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 BEN company net worth.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 140.0% | AU$9.34 Billion | AU$133.50 Million | AU$9.20 Billion | AU$6.67 Billion | ▼ -18.0 pp |
| 2024 | 158.0% | AU$11.11 Billion | AU$141.80 Million | AU$10.97 Billion | AU$7.03 Billion | ▲ +41.3 pp |
| 2023 | 116.6% | AU$7.99 Billion | AU$166.20 Million | AU$7.82 Billion | AU$6.85 Billion | ▼ -43.7 pp |
| 2022 | 160.4% | AU$10.76 Billion | AU$179.60 Million | AU$10.58 Billion | AU$6.71 Billion | ▲ +94.9 pp |
| 2021 | 65.5% | AU$4.16 Billion | AU$205.90 Million | AU$3.95 Billion | AU$6.35 Billion | ▼ -65.5 pp |
| 2020 | 131.0% | AU$7.59 Billion | AU$252.30 Million | AU$7.34 Billion | AU$5.80 Billion | ▲ +6.8 pp |
| 2019 | 124.2% | AU$6.99 Billion | AU$63.10 Million | AU$6.93 Billion | AU$5.63 Billion | ▲ +13.9 pp |
| 2018 | 110.2% | AU$6.20 Billion | AU$69.90 Million | AU$6.13 Billion | AU$5.62 Billion | ▼ -20.2 pp |
| 2017 | 130.4% | AU$7.08 Billion | AU$77.80 Million | AU$7.00 Billion | AU$5.43 Billion | ▼ -21.6 pp |
| 2016 | 152.0% | AU$7.77 Billion | AU$90.70 Million | AU$7.68 Billion | AU$5.12 Billion | ▲ +135.2 pp |
| 2015 | 16.8% | AU$829.10 Million | AU$98.80 Million | AU$730.30 Million | AU$4.94 Billion | ▼ -1.3 pp |
| 2014 | 18.0% | AU$895.90 Million | AU$96.80 Million | AU$799.10 Million | AU$4.97 Billion | ▲ +16.6 pp |
| 2013 | 1.4% | AU$63.40 Million | AU$63.40 Million | AU$- | AU$4.43 Billion | ▼ -0.2 pp |
| 2012 | 1.6% | AU$69.00 Million | AU$69.00 Million | AU$- | AU$4.22 Billion | ▼ -0.9 pp |
| 2011 | 2.5% | AU$99.90 Million | AU$99.90 Million | AU$- | AU$3.96 Billion | ▼ -0.1 pp |
| 2010 | 2.7% | AU$103.60 Million | AU$103.60 Million | AU$- | AU$3.88 Billion | ▼ -1.0 pp |
| 2009 | 3.7% | AU$115.90 Million | AU$115.90 Million | AU$- | AU$3.12 Billion | ▲ +0.2 pp |
| 2008 | 3.5% | AU$113.50 Million | AU$113.50 Million | AU$- | AU$3.27 Billion | ▼ -2.6 pp |
| 2007 | 6.1% | AU$61.50 Million | AU$61.50 Million | AU$- | AU$1.01 Billion | ▼ -3.0 pp |
| 2006 | 9.0% | AU$81.10 Million | AU$81.10 Million | AU$- | AU$899.50 Million | ▲ +1.3 pp |
| 2005 | 7.7% | AU$58.00 Million | AU$58.00 Million | AU$- | AU$749.10 Million | ▼ -0.6 pp |
| 2004 | 8.4% | AU$56.60 Million | AU$56.60 Million | AU$- | AU$676.40 Million | ▼ -1.3 pp |
| 2003 | 9.7% | AU$53.50 Million | AU$53.50 Million | AU$- | AU$552.71 Million | ▼ -0.2 pp |
| 2002 | 9.9% | AU$49.01 Million | AU$49.01 Million | AU$- | AU$494.43 Million | ▼ -0.1 pp |
| 2001 | 10.0% | AU$42.40 Million | AU$42.40 Million | AU$- | AU$422.80 Million | ▼ -1.1 pp |
| 2000 | 11.1% | AU$31.99 Million | AU$31.99 Million | AU$- | AU$288.36 Million | — |