SelfWealth Limited Strategic Asset Allocation Index
SelfWealth Limited strategic asset allocation index. SelfWealth Limited (SWF) has a Strategic Asset Allocation Index of 4.3% as of June 2023. Strategic assets (PP&E of AU$478.56K plus long-term investments of AU$-) total AU$478.56K, measured against net assets of AU$11.09 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SelfWealth Limited (SWF) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of SelfWealth Limited (2015–2023)
Strategic asset allocation index of SelfWealth Limited from 2015 to 2023. This chart shows how SelfWealth Limited's Strategic Asset Allocation Index has evolved across 9 annual periods from 2015 to 2023. As of June 2023, the index stands at 4.3%, representing strategic assets of AU$478.56K against net assets of AU$11.09 Million AUD. Check SelfWealth Limited tangible book value ratio to evaluate the tangible quality of the company's equity base.
SelfWealth Limited Strategic Asset Allocation Index by Year (2015–2023)
SelfWealth Limited strategic asset allocation index by year from 2015 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for SelfWealth Limited from 2015 to 2023, covering 9 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 how much is SelfWealth Limited worth.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 4.3% | AU$478.57K | AU$478.57K | AU$- | AU$11.09 Million | ▼ -3.5 pp |
| 2022 | 7.8% | AU$858.39K | AU$858.39K | AU$- | AU$11.01 Million | ▲ +5.6 pp |
| 2021 | 2.1% | AU$122.67K | AU$122.67K | AU$- | AU$5.71 Million | ▼ -2.9 pp |
| 2020 | 5.1% | AU$194.67K | AU$194.67K | AU$- | AU$3.85 Million | ▲ +3.4 pp |
| 2019 | 1.7% | AU$46.87K | AU$46.87K | AU$- | AU$2.79 Million | ▲ +0.6 pp |
| 2018 | 1.1% | AU$45.57K | AU$45.57K | AU$- | AU$4.05 Million | ▲ +0.6 pp |
| 2017 | 0.5% | AU$39.43K | AU$39.43K | AU$0.00 | AU$8.25 Million | ▼ -3.0 pp |
| 2016 | 3.5% | AU$55.75K | AU$55.75K | AU$- | AU$1.61 Million | ▲ +2.4 pp |
| 2015 | 1.1% | AU$23.99K | AU$23.99K | AU$- | AU$2.17 Million | — |