Helia Group Ltd Strategic Asset Allocation Index
Helia Group Ltd strategic asset allocation index. Helia Group Ltd (HLI) has a Strategic Asset Allocation Index of 183.2% as of December 2025. Strategic assets (PP&E of AU$5.80 Million plus long-term investments of AU$1.86 Billion) total AU$1.87 Billion, measured against net assets of AU$1.02 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Helia Group Ltd's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Helia Group Ltd (2019–2025)
Strategic asset allocation index of Helia Group Ltd from 2019 to 2025. This chart shows how Helia Group Ltd's Strategic Asset Allocation Index has evolved across 7 annual periods from 2019 to 2025. As of December 2025, the index stands at 183.2%, representing strategic assets of AU$1.87 Billion against net assets of AU$1.02 Billion AUD. Check Helia Group Ltd tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Helia Group Ltd Strategic Asset Allocation Index by Year (2019–2025)
Helia Group Ltd strategic asset allocation index by year from 2019 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Helia Group Ltd from 2019 to 2025, covering 7 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 HLI stock market capitalisation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 183.2% | AU$1.87 Billion | AU$5.80 Million | AU$1.86 Billion | AU$1.02 Billion | ▼ -15.8 pp |
| 2024 | 199.0% | AU$2.15 Billion | AU$8.00 Million | AU$2.14 Billion | AU$1.08 Billion | ▼ -9.3 pp |
| 2023 | 208.3% | AU$2.38 Billion | AU$10.76 Million | AU$2.37 Billion | AU$1.14 Billion | ▼ -19.0 pp |
| 2022 | 227.4% | AU$2.74 Billion | AU$4.33 Million | AU$2.74 Billion | AU$1.21 Billion | ▲ +50.2 pp |
| 2021 | 177.2% | AU$2.76 Billion | AU$7.07 Million | AU$2.75 Billion | AU$1.56 Billion | ▼ -34.1 pp |
| 2020 | 211.2% | AU$2.93 Billion | AU$10.26 Million | AU$2.92 Billion | AU$1.39 Billion | ▲ +58.5 pp |
| 2019 | 152.7% | AU$2.33 Billion | AU$16.29 Million | AU$2.32 Billion | AU$1.53 Billion | — |