BWP Trust (BWP) — Strategic Asset Allocation Index
BWP Trust (BWP) has a Strategic Asset Allocation Index of 129.7% as of December 2024. Strategic assets (PP&E of AU$- plus long-term investments of AU$3.63 Billion) total AU$3.63 Billion, measured against net assets of AU$2.80 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See BWP Trust (BWP) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
BWP Trust Strategic Asset Allocation Index (2014–2022)
This chart shows how BWP Trust's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of December 2024, the index stands at 129.7%, representing strategic assets of AU$3.63 Billion against net assets of AU$2.80 Billion AUD. For live market cap and overall valuation, see BWP market cap.
Annual Strategic Asset Allocation Index for BWP Trust (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for BWP Trust from 2014 to 2022, 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 BWP book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 120.7% | AU$3.00 Billion | AU$3.00 Billion | AU$- | AU$2.49 Billion | ▼ -3.2 pp |
| 2021 | 123.9% | AU$2.62 Billion | AU$2.62 Billion | AU$- | AU$2.12 Billion | ▼ -2.3 pp |
| 2020 | 126.2% | AU$2.48 Billion | AU$2.48 Billion | AU$- | AU$1.97 Billion | ▲ +0.4 pp |
| 2019 | 125.8% | AU$2.36 Billion | AU$2.36 Billion | AU$- | AU$1.87 Billion | ▲ +1.4 pp |
| 2018 | 124.4% | AU$2.28 Billion | AU$2.28 Billion | AU$- | AU$1.83 Billion | ▼ -3.8 pp |
| 2017 | 128.2% | AU$2.26 Billion | AU$2.26 Billion | AU$- | AU$1.76 Billion | ▼ -3.3 pp |
| 2016 | 131.6% | AU$2.16 Billion | AU$2.16 Billion | AU$- | AU$1.65 Billion | ▼ -4.7 pp |
| 2015 | 136.3% | AU$1.96 Billion | AU$1.96 Billion | AU$- | AU$1.44 Billion | ▲ +1.7 pp |
| 2014 | 134.6% | AU$1.77 Billion | AU$1.77 Billion | AU$- | AU$1.31 Billion | — |