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.
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. Explore Washington H Soul Pattinson & Company Lt cash conversion from operations to assess how effectively this company generates cash.
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 stock valuation.
| 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 | — |