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. See net asset quality index of Washington H Soul Pattinson & Company Lt to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see market cap of Washington H Soul Pattinson & Company Lt.
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. See Washington H Soul Pattinson & Company Lt book value and equity for net asset value and shareholders' equity analysis.
| 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 | — |