Washington H Soul Pattinson & Company Ltd (SOL) — Strategic Asset Allocation Index
Washington H Soul Pattinson & Company Ltd (SOL) has a Strategic Asset Allocation Index of 11.6% as of January 2026. Strategic assets (PP&E of AU$1.54 Billion plus long-term investments of AU$-) total AU$1.54 Billion, measured against net assets of AU$13.36 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check asset resilience ratio of Washington H Soul Pattinson & Company Lt to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Washington H Soul Pattinson & Company Ltd Strategic Asset Allocation Index (2000–2025)
This chart shows how Washington H Soul Pattinson & Company Ltd's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of January 2026, the index stands at 11.6%, representing strategic assets of AU$1.54 Billion against net assets of AU$13.36 Billion AUD. See how financially flexible is Washington H Soul Pattinson & Company Lt to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Washington H Soul Pattinson & Company Ltd (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Washington H Soul Pattinson & Company 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 Washington H Soul Pattinson & Company Lt market cap and net worth.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 88.7% | AU$8.35 Billion | AU$783.00 Million | AU$7.56 Billion | AU$9.41 Billion | ▼ -1.5 pp |
| 2024 | 90.2% | AU$8.11 Billion | AU$736.30 Million | AU$7.38 Billion | AU$9.00 Billion | ▲ +5.7 pp |
| 2023 | 84.5% | AU$7.38 Billion | AU$450.03 Million | AU$6.93 Billion | AU$8.74 Billion | ▼ -8.1 pp |
| 2022 | 92.6% | AU$7.83 Billion | AU$291.57 Million | AU$7.54 Billion | AU$8.46 Billion | ▼ -19.3 pp |
| 2021 | 111.9% | AU$5.77 Billion | AU$2.37 Billion | AU$3.40 Billion | AU$5.15 Billion | ▼ -9.8 pp |
| 2020 | 121.6% | AU$6.22 Billion | AU$2.47 Billion | AU$3.75 Billion | AU$5.11 Billion | ▲ +6.8 pp |
| 2019 | 114.8% | AU$5.18 Billion | AU$2.69 Billion | AU$2.50 Billion | AU$4.51 Billion | ▲ +16.8 pp |
| 2018 | 98.0% | AU$4.26 Billion | AU$1.83 Billion | AU$2.43 Billion | AU$4.34 Billion | ▼ -1.6 pp |
| 2017 | 99.6% | AU$4.02 Billion | AU$1.79 Billion | AU$2.23 Billion | AU$4.04 Billion | ▼ -0.4 pp |
| 2016 | 100.0% | AU$3.75 Billion | AU$1.79 Billion | AU$1.96 Billion | AU$3.75 Billion | ▲ +28.4 pp |
| 2015 | 71.6% | AU$2.70 Billion | AU$992.53 Million | AU$1.71 Billion | AU$3.77 Billion | ▲ +3.8 pp |
| 2014 | 67.8% | AU$2.60 Billion | AU$1.09 Billion | AU$1.51 Billion | AU$3.84 Billion | ▲ +4.1 pp |
| 2013 | 63.7% | AU$2.39 Billion | AU$1.01 Billion | AU$1.38 Billion | AU$3.75 Billion | ▲ +42.5 pp |
| 2012 | 21.2% | AU$801.69 Million | AU$801.69 Million | AU$- | AU$3.77 Billion | ▲ +1.2 pp |
| 2011 | 20.0% | AU$784.11 Million | AU$784.11 Million | AU$- | AU$3.91 Billion | ▲ +7.9 pp |
| 2010 | 12.1% | AU$461.74 Million | AU$461.74 Million | AU$- | AU$3.82 Billion | ▲ +1.1 pp |
| 2009 | 10.9% | AU$418.69 Million | AU$418.69 Million | AU$- | AU$3.83 Billion | ▼ -5.4 pp |
| 2008 | 16.4% | AU$329.63 Million | AU$329.63 Million | AU$- | AU$2.02 Billion | ▼ -1.6 pp |
| 2007 | 17.9% | AU$384.61 Million | AU$384.61 Million | AU$- | AU$2.15 Billion | ▼ -0.5 pp |
| 2006 | 18.5% | AU$358.75 Million | AU$358.75 Million | AU$- | AU$1.94 Billion | ▲ +2.6 pp |
| 2005 | 15.9% | AU$293.56 Million | AU$293.56 Million | AU$- | AU$1.85 Billion | ▼ -16.3 pp |
| 2004 | 32.2% | AU$358.71 Million | AU$358.71 Million | AU$- | AU$1.11 Billion | ▼ -7.7 pp |
| 2003 | 40.0% | AU$334.69 Million | AU$334.69 Million | AU$- | AU$837.47 Million | ▼ -6.8 pp |
| 2002 | 46.7% | AU$358.63 Million | AU$358.63 Million | AU$- | AU$767.50 Million | ▼ -23.0 pp |
| 2001 | 69.7% | AU$552.38 Million | AU$552.38 Million | AU$- | AU$792.16 Million | ▼ -3.9 pp |
| 2000 | 73.7% | AU$511.79 Million | AU$511.79 Million | AU$- | AU$694.82 Million | — |