Helios Energy Ltd (HE8) — Strategic Asset Allocation Index
Helios Energy Ltd (HE8) has a Strategic Asset Allocation Index of 102.7% as of December 2025. Strategic assets (PP&E of AU$45.66 Million plus long-term investments of AU$-) total AU$45.66 Million, measured against net assets of AU$44.46 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Helios Energy Ltd (HE8) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Helios Energy Ltd Strategic Asset Allocation Index (2011–2025)
This chart shows how Helios Energy Ltd's Strategic Asset Allocation Index has evolved across 13 annual periods from 2011 to 2025. As of December 2025, the index stands at 102.7%, representing strategic assets of AU$45.66 Million against net assets of AU$44.46 Million AUD. For live market cap and overall valuation, see HE8 market cap.
Annual Strategic Asset Allocation Index for Helios Energy Ltd (2011–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Helios Energy Ltd from 2011 to 2025, covering 13 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 Helios Energy Ltd (HE8) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 100.5% | AU$46.49 Million | AU$46.49 Million | AU$- | AU$46.27 Million | ▼ -1.3 pp |
| 2024 | 101.8% | AU$45.99 Million | AU$45.71 Million | AU$278.85K | AU$45.18 Million | ▲ +12.1 pp |
| 2023 | 89.7% | AU$44.97 Million | AU$44.78 Million | AU$185.90K | AU$50.13 Million | ▲ +26.8 pp |
| 2022 | 62.9% | AU$35.97 Million | AU$34.95 Million | AU$1.02 Million | AU$57.20 Million | ▼ -10.1 pp |
| 2021 | 73.0% | AU$26.96 Million | AU$25.61 Million | AU$1.36 Million | AU$36.92 Million | ▼ -17.8 pp |
| 2020 | 90.8% | AU$28.11 Million | AU$27.35 Million | AU$761.25K | AU$30.95 Million | ▲ +10.0 pp |
| 2019 | 80.8% | AU$27.45 Million | AU$27.14 Million | AU$313.50K | AU$33.97 Million | ▲ +20.3 pp |
| 2018 | 60.6% | AU$16.22 Million | AU$16.22 Million | AU$- | AU$26.79 Million | ▲ +4.3 pp |
| 2017 | 56.3% | AU$9.53 Million | AU$9.53 Million | AU$0.00 | AU$16.94 Million | ▲ +56.3 pp |
| 2016 | 0.0% | AU$0.00 | AU$- | AU$0.00 | AU$559.89K | ▼ -96.6 pp |
| 2013 | 96.6% | AU$22.18 Million | AU$22.18 Million | AU$- | AU$22.96 Million | ▲ +2.7 pp |
| 2012 | 93.9% | AU$19.41 Million | AU$19.41 Million | AU$- | AU$20.66 Million | ▲ +93.5 pp |
| 2011 | 0.4% | AU$10.00K | AU$10.00K | AU$- | AU$2.34 Million | — |