Helia Group Ltd (HLI) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Helia Group Ltd Strategic Asset Allocation Index (2019–2025)
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. Explore HLI cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Helia Group Ltd (2019–2025)
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 the full company profile including market capitalisation, see Helia Group Ltd market cap and net worth.
| 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 | — |