SOUTH32 Ltd (S32) — Strategic Asset Allocation Index
SOUTH32 Ltd (S32) has a Strategic Asset Allocation Index of 72.8% as of December 2025. Strategic assets (PP&E of AU$6.74 Billion plus long-term investments of AU$-) total AU$6.74 Billion, measured against net assets of AU$9.26 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is SOUTH32 Ltd's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
SOUTH32 Ltd Strategic Asset Allocation Index (2012–2025)
This chart shows how SOUTH32 Ltd's Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of December 2025, the index stands at 72.8%, representing strategic assets of AU$6.74 Billion against net assets of AU$9.26 Billion AUD. For live market cap and overall valuation, see SOUTH32 Ltd stock valuation.
Annual Strategic Asset Allocation Index for SOUTH32 Ltd (2012–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for SOUTH32 Ltd from 2012 to 2025, covering 14 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 S32 net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 72.6% | AU$6.43 Billion | AU$6.43 Billion | AU$- | AU$8.86 Billion | ▲ +0.1 pp |
| 2024 | 72.5% | AU$6.50 Billion | AU$6.50 Billion | AU$- | AU$8.97 Billion | ▼ -13.4 pp |
| 2023 | 85.9% | AU$8.05 Billion | AU$8.05 Billion | AU$- | AU$9.38 Billion | ▲ +2.5 pp |
| 2022 | 83.4% | AU$8.99 Billion | AU$8.99 Billion | AU$- | AU$10.78 Billion | ▼ -16.4 pp |
| 2021 | 99.8% | AU$8.94 Billion | AU$8.94 Billion | AU$- | AU$8.95 Billion | ▼ -1.4 pp |
| 2020 | 101.2% | AU$9.68 Billion | AU$9.68 Billion | AU$- | AU$9.56 Billion | ▼ -2.5 pp |
| 2019 | 103.7% | AU$10.55 Billion | AU$9.60 Billion | AU$953.00 Million | AU$10.17 Billion | ▲ +15.7 pp |
| 2018 | 88.1% | AU$9.43 Billion | AU$8.20 Billion | AU$1.24 Billion | AU$10.71 Billion | ▼ -2.6 pp |
| 2017 | 90.6% | AU$9.28 Billion | AU$8.37 Billion | AU$905.00 Million | AU$10.23 Billion | ▼ -10.0 pp |
| 2016 | 100.6% | AU$9.48 Billion | AU$8.65 Billion | AU$829.00 Million | AU$9.42 Billion | ▼ -4.7 pp |
| 2015 | 105.3% | AU$11.62 Billion | AU$9.55 Billion | AU$2.07 Billion | AU$11.04 Billion | ▼ -23.2 pp |
| 2014 | 128.5% | AU$12.62 Billion | AU$12.62 Billion | AU$- | AU$9.82 Billion | ▲ +8.9 pp |
| 2013 | 119.6% | AU$12.10 Billion | AU$12.10 Billion | AU$- | AU$10.12 Billion | ▲ +14.9 pp |
| 2012 | 104.7% | AU$14.46 Billion | AU$14.46 Billion | AU$- | AU$13.81 Billion | — |