Washington H Soul Pattinson & Company Ltd Strategic Asset Allocation Index
Washington H Soul Pattinson & Company Ltd 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 Washington H Soul Pattinson & Company Lt tangible book value ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Washington H Soul Pattinson & Company Ltd (2000–2025)
Strategic asset allocation index of Washington H Soul Pattinson & Company Ltd from 2000 to 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.
Washington H Soul Pattinson & Company Ltd Strategic Asset Allocation Index by Year (2000–2025)
Washington H Soul Pattinson & Company Ltd strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see market value of Washington H Soul Pattinson & Company Lt.
| 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 | — |