Perpetual Ltd (PPT) — Strategic Asset Allocation Index
Perpetual Ltd (PPT) has a Strategic Asset Allocation Index of 10.3% as of December 2025. Strategic assets (PP&E of AU$165.20 Million plus long-term investments of AU$-) total AU$165.20 Million, measured against net assets of AU$1.61 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
Perpetual Ltd Strategic Asset Allocation Index (2000–2025)
This chart shows how Perpetual Ltd's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 10.3%, representing strategic assets of AU$165.20 Million against net assets of AU$1.61 Billion AUD. Explore Perpetual Ltd cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Perpetual Ltd (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Perpetual Ltd from 2000 to 2025, covering 26 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 how much is Perpetual Ltd worth.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 28.8% | AU$474.90 Million | AU$149.30 Million | AU$325.60 Million | AU$1.65 Billion | ▼ -2.4 pp |
| 2024 | 31.2% | AU$543.90 Million | AU$162.20 Million | AU$381.70 Million | AU$1.74 Billion | ▲ +14.5 pp |
| 2023 | 16.7% | AU$396.30 Million | AU$104.90 Million | AU$291.40 Million | AU$2.37 Billion | ▼ -8.1 pp |
| 2022 | 24.8% | AU$229.80 Million | AU$77.80 Million | AU$152.00 Million | AU$925.80 Million | ▼ -1.8 pp |
| 2021 | 26.6% | AU$241.41 Million | AU$91.06 Million | AU$150.35 Million | AU$907.10 Million | ▲ +0.6 pp |
| 2020 | 26.0% | AU$170.18 Million | AU$89.49 Million | AU$80.69 Million | AU$654.34 Million | ▲ +11.5 pp |
| 2019 | 14.5% | AU$96.23 Million | AU$26.56 Million | AU$69.66 Million | AU$662.24 Million | ▼ -0.7 pp |
| 2018 | 15.2% | AU$100.73 Million | AU$25.76 Million | AU$74.97 Million | AU$661.13 Million | ▲ +1.6 pp |
| 2017 | 13.7% | AU$86.73 Million | AU$23.65 Million | AU$63.08 Million | AU$634.38 Million | ▼ -2.9 pp |
| 2016 | 16.6% | AU$100.33 Million | AU$24.83 Million | AU$75.49 Million | AU$605.52 Million | ▲ +5.0 pp |
| 2015 | 11.5% | AU$67.39 Million | AU$15.35 Million | AU$52.04 Million | AU$583.69 Million | ▲ +0.6 pp |
| 2014 | 10.9% | AU$60.92 Million | AU$15.67 Million | AU$45.26 Million | AU$556.40 Million | ▲ +5.3 pp |
| 2013 | 5.6% | AU$18.29 Million | AU$18.29 Million | AU$- | AU$323.74 Million | ▼ -1.4 pp |
| 2012 | 7.0% | AU$19.67 Million | AU$19.67 Million | AU$- | AU$280.46 Million | ▲ +0.0 pp |
| 2011 | 7.0% | AU$26.31 Million | AU$26.31 Million | AU$- | AU$376.10 Million | ▼ -0.7 pp |
| 2010 | 7.7% | AU$27.80 Million | AU$27.80 Million | AU$- | AU$361.02 Million | ▼ -1.9 pp |
| 2009 | 9.6% | AU$27.73 Million | AU$27.73 Million | AU$- | AU$290.04 Million | ▼ -0.2 pp |
| 2008 | 9.7% | AU$30.65 Million | AU$30.65 Million | AU$- | AU$314.41 Million | ▲ +1.7 pp |
| 2007 | 8.0% | AU$27.34 Million | AU$27.34 Million | AU$- | AU$340.96 Million | ▲ +0.5 pp |
| 2006 | 7.5% | AU$24.82 Million | AU$24.82 Million | AU$- | AU$331.00 Million | ▲ +4.2 pp |
| 2005 | 3.3% | AU$12.26 Million | AU$12.26 Million | AU$- | AU$370.00 Million | ▼ -7.6 pp |
| 2004 | 10.9% | AU$34.45 Million | AU$34.45 Million | AU$- | AU$315.36 Million | ▼ -3.9 pp |
| 2003 | 14.9% | AU$42.69 Million | AU$42.69 Million | AU$- | AU$287.43 Million | ▼ -3.0 pp |
| 2002 | 17.9% | AU$45.91 Million | AU$45.91 Million | AU$- | AU$256.60 Million | ▼ -4.0 pp |
| 2001 | 21.8% | AU$51.18 Million | AU$51.18 Million | AU$- | AU$234.24 Million | ▼ -1.8 pp |
| 2000 | 23.6% | AU$54.40 Million | AU$54.40 Million | AU$- | AU$230.08 Million | — |