Bell Financial Group Ltd Strategic Asset Allocation Index
Bell Financial Group Ltd strategic asset allocation index. Bell Financial Group Ltd (BFG) has a Strategic Asset Allocation Index of 26.0% as of December 2025. Strategic assets (PP&E of AU$51.94 Million plus long-term investments of AU$14.29 Million) total AU$66.23 Million, measured against net assets of AU$254.84 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Bell Financial Group Ltd balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Bell Financial Group Ltd (2007–2025)
Strategic asset allocation index of Bell Financial Group Ltd from 2007 to 2025. This chart shows how Bell Financial Group Ltd's Strategic Asset Allocation Index has evolved across 19 annual periods from 2007 to 2025. As of December 2025, the index stands at 26.0%, representing strategic assets of AU$66.23 Million against net assets of AU$254.84 Million AUD. Check BFG intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Bell Financial Group Ltd Strategic Asset Allocation Index by Year (2007–2025)
Bell Financial Group Ltd strategic asset allocation index by year from 2007 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Bell Financial Group Ltd from 2007 to 2025, covering 19 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 BFG market cap overview.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 26.0% | AU$66.23 Million | AU$51.94 Million | AU$14.29 Million | AU$254.84 Million | ▼ -237.1 pp |
| 2024 | 263.1% | AU$633.78 Million | AU$35.14 Million | AU$598.64 Million | AU$240.86 Million | ▲ +6.9 pp |
| 2023 | 256.2% | AU$603.30 Million | AU$41.56 Million | AU$561.74 Million | AU$235.44 Million | ▲ +19.1 pp |
| 2022 | 237.2% | AU$558.26 Million | AU$46.93 Million | AU$511.33 Million | AU$235.40 Million | ▲ +2.2 pp |
| 2021 | 234.9% | AU$561.54 Million | AU$14.18 Million | AU$547.35 Million | AU$239.05 Million | ▲ +17.2 pp |
| 2020 | 217.7% | AU$502.80 Million | AU$18.08 Million | AU$484.72 Million | AU$230.94 Million | ▼ -57.2 pp |
| 2019 | 274.9% | AU$580.95 Million | AU$23.91 Million | AU$557.05 Million | AU$211.30 Million | ▲ +274.7 pp |
| 2018 | 0.2% | AU$1.75 Million | AU$703.00K | AU$1.04 Million | AU$733.22 Million | ▼ -0.4 pp |
| 2017 | 0.6% | AU$4.54 Million | AU$731.00K | AU$3.81 Million | AU$711.65 Million | ▲ +0.0 pp |
| 2016 | 0.6% | AU$3.76 Million | AU$745.00K | AU$3.02 Million | AU$620.59 Million | ▲ +0.5 pp |
| 2015 | 0.1% | AU$894.00K | AU$894.00K | AU$- | AU$644.21 Million | ▼ -0.1 pp |
| 2014 | 0.2% | AU$1.26 Million | AU$1.26 Million | AU$- | AU$510.63 Million | ▼ -0.1 pp |
| 2013 | 0.3% | AU$1.73 Million | AU$1.73 Million | AU$- | AU$521.98 Million | ▼ -1.0 pp |
| 2012 | 1.3% | AU$2.24 Million | AU$2.24 Million | AU$- | AU$169.49 Million | ▼ -0.5 pp |
| 2011 | 1.8% | AU$3.11 Million | AU$3.11 Million | AU$- | AU$174.64 Million | ▲ +0.3 pp |
| 2010 | 1.4% | AU$2.53 Million | AU$2.53 Million | AU$- | AU$176.34 Million | ▼ -0.2 pp |
| 2009 | 1.6% | AU$2.64 Million | AU$2.64 Million | AU$- | AU$165.64 Million | ▼ -0.8 pp |
| 2008 | 2.4% | AU$3.48 Million | AU$3.48 Million | AU$- | AU$146.49 Million | ▼ -0.7 pp |
| 2007 | 3.1% | AU$3.87 Million | AU$3.87 Million | AU$- | AU$126.37 Million | — |