Fortescue Ltd (FMG) — Strategic Asset Allocation Index
Fortescue Ltd (FMG) has a Strategic Asset Allocation Index of 108.4% as of December 2025. Strategic assets (PP&E of AU$22.46 Billion plus long-term investments of AU$-) total AU$22.46 Billion, measured against net assets of AU$20.72 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Fortescue Ltd Strategic Asset Allocation Index (2000–2025)
This chart shows how Fortescue Ltd's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2025. As of December 2025, the index stands at 108.4%, representing strategic assets of AU$22.46 Billion against net assets of AU$20.72 Billion AUD. Explore Fortescue Ltd operating cash flow efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Fortescue Ltd (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Fortescue Ltd from 2000 to 2025, covering 25 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 Fortescue Ltd market cap and net worth.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 113.4% | AU$22.62 Billion | AU$22.34 Billion | AU$285.00 Million | AU$19.96 Billion | ▲ +0.5 pp |
| 2024 | 112.9% | AU$22.05 Billion | AU$21.68 Billion | AU$364.00 Million | AU$19.53 Billion | ▼ -5.8 pp |
| 2023 | 118.7% | AU$21.31 Billion | AU$20.97 Billion | AU$337.00 Million | AU$17.96 Billion | ▼ -0.8 pp |
| 2022 | 119.5% | AU$20.72 Billion | AU$20.65 Billion | AU$70.00 Million | AU$17.34 Billion | ▲ +10.2 pp |
| 2021 | 109.3% | AU$19.39 Billion | AU$19.39 Billion | AU$- | AU$17.74 Billion | ▼ -18.8 pp |
| 2020 | 128.1% | AU$17.07 Billion | AU$17.07 Billion | AU$- | AU$13.33 Billion | ▼ -24.1 pp |
| 2019 | 152.2% | AU$16.07 Billion | AU$16.07 Billion | AU$- | AU$10.56 Billion | ▼ -14.8 pp |
| 2018 | 167.0% | AU$16.19 Billion | AU$16.19 Billion | AU$- | AU$9.70 Billion | ▼ -2.8 pp |
| 2017 | 169.8% | AU$16.49 Billion | AU$16.49 Billion | AU$0.00 | AU$9.71 Billion | ▼ -30.5 pp |
| 2016 | 200.3% | AU$16.87 Billion | AU$16.87 Billion | AU$0.00 | AU$8.42 Billion | ▼ -109.2 pp |
| 2015 | 309.4% | AU$17.73 Billion | AU$17.73 Billion | AU$6.00 Million | AU$5.73 Billion | ▲ +55.8 pp |
| 2014 | 253.6% | AU$18.07 Billion | AU$18.07 Billion | AU$- | AU$7.12 Billion | ▼ -97.4 pp |
| 2013 | 351.0% | AU$17.16 Billion | AU$17.16 Billion | AU$- | AU$4.89 Billion | ▲ +52.6 pp |
| 2012 | 298.4% | AU$11.36 Billion | AU$11.36 Billion | AU$- | AU$3.81 Billion | ▲ +102.7 pp |
| 2011 | 195.6% | AU$5.09 Billion | AU$5.09 Billion | AU$- | AU$2.60 Billion | ▲ +39.6 pp |
| 2010 | 156.0% | AU$1.94 Billion | AU$1.94 Billion | AU$- | AU$1.24 Billion | ▼ -87.2 pp |
| 2009 | 243.2% | AU$1.65 Billion | AU$1.65 Billion | AU$- | AU$680.08 Million | ▲ +6.9 pp |
| 2007 | 236.3% | AU$843.24 Million | AU$843.24 Million | AU$- | AU$356.91 Million | ▼ -12.5 pp |
| 2006 | 248.7% | AU$186.79 Million | AU$186.79 Million | AU$- | AU$75.09 Million | ▲ +122.6 pp |
| 2005 | 126.1% | AU$64.51 Million | AU$64.51 Million | AU$- | AU$51.15 Million | ▼ -31.0 pp |
| 2004 | 157.1% | AU$10.87 Million | AU$10.87 Million | AU$- | AU$6.92 Million | ▲ +48.9 pp |
| 2003 | 108.2% | AU$1.56 Million | AU$1.56 Million | AU$- | AU$1.45 Million | ▲ +23.3 pp |
| 2002 | 85.0% | AU$709.00K | AU$709.00K | AU$- | AU$834.30K | ▼ -54.9 pp |
| 2001 | 139.9% | AU$887.00K | AU$887.00K | AU$- | AU$634.08K | ▼ -34.6 pp |
| 2000 | 174.5% | AU$1.06 Million | AU$1.06 Million | AU$- | AU$606.47K | — |