Netwealth Group Ltd (NWL) — Strategic Asset Allocation Index
Netwealth Group Ltd (NWL) has a Strategic Asset Allocation Index of 9.1% as of December 2025. Strategic assets (PP&E of AU$13.63 Million plus long-term investments of AU$-) total AU$13.63 Million, measured against net assets of AU$149.56 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Netwealth Group Ltd Strategic Asset Allocation Index (1999–2025)
This chart shows how Netwealth Group Ltd's Strategic Asset Allocation Index has evolved across 16 annual periods from 1999 to 2025. As of December 2025, the index stands at 9.1%, representing strategic assets of AU$13.63 Million against net assets of AU$149.56 Million AUD. Explore NWL cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Netwealth Group Ltd (1999–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Netwealth Group Ltd from 1999 to 2025, covering 16 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 market value of Netwealth Group Ltd.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 19.5% | AU$38.76 Million | AU$14.23 Million | AU$24.53 Million | AU$199.14 Million | ▲ +6.0 pp |
| 2024 | 13.5% | AU$19.51 Million | AU$15.29 Million | AU$4.23 Million | AU$144.52 Million | ▼ -0.2 pp |
| 2023 | 13.7% | AU$16.81 Million | AU$14.28 Million | AU$2.53 Million | AU$123.05 Million | ▼ -3.8 pp |
| 2022 | 17.5% | AU$18.19 Million | AU$16.20 Million | AU$1.99 Million | AU$104.24 Million | ▼ -4.0 pp |
| 2021 | 21.5% | AU$20.00 Million | AU$17.62 Million | AU$2.38 Million | AU$93.18 Million | ▲ +13.1 pp |
| 2020 | 8.4% | AU$6.35 Million | AU$6.35 Million | AU$- | AU$76.03 Million | ▲ +4.4 pp |
| 2019 | 4.0% | AU$2.53 Million | AU$2.53 Million | AU$- | AU$63.85 Million | ▼ -3.6 pp |
| 2018 | 7.5% | AU$5.09 Million | AU$2.86 Million | AU$2.23 Million | AU$67.41 Million | ▲ +0.7 pp |
| 2017 | 6.8% | AU$2.61 Million | AU$2.61 Million | AU$- | AU$38.32 Million | ▲ +1.7 pp |
| 2016 | 5.1% | AU$2.20 Million | AU$2.20 Million | AU$- | AU$43.14 Million | ▲ +1.2 pp |
| 2015 | 3.9% | AU$1.56 Million | AU$1.56 Million | AU$- | AU$39.59 Million | ▼ -0.8 pp |
| 2014 | 4.7% | AU$1.88 Million | AU$1.88 Million | AU$- | AU$39.58 Million | ▼ -65.5 pp |
| 2002 | 70.2% | AU$24.77 Million | AU$19.98 Million | AU$4.79 Million | AU$35.26 Million | ▲ +23.9 pp |
| 2001 | 46.4% | AU$23.87 Million | AU$19.72 Million | AU$4.15 Million | AU$51.47 Million | ▲ +39.5 pp |
| 2000 | 6.9% | AU$6.52 Million | AU$6.05 Million | AU$463.00K | AU$94.39 Million | ▲ +0.6 pp |
| 1999 | 6.3% | AU$1.08 Million | AU$1.08 Million | AU$- | AU$17.06 Million | — |