Treasury Wine Estates Ltd (TWE) — Strategic Asset Allocation Index
Treasury Wine Estates Ltd (TWE) has a Strategic Asset Allocation Index of 57.0% as of December 2025. Strategic assets (PP&E of AU$2.21 Billion plus long-term investments of AU$-) total AU$2.21 Billion, measured against net assets of AU$3.87 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Treasury Wine Estates Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Treasury Wine Estates Ltd Strategic Asset Allocation Index (2010–2025)
This chart shows how Treasury Wine Estates Ltd's Strategic Asset Allocation Index has evolved across 16 annual periods from 2010 to 2025. As of December 2025, the index stands at 57.0%, representing strategic assets of AU$2.21 Billion against net assets of AU$3.87 Billion AUD. For live market cap and overall valuation, see Treasury Wine Estates Ltd stock valuation.
Annual Strategic Asset Allocation Index for Treasury Wine Estates Ltd (2010–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Treasury Wine Estates Ltd from 2010 to 2025, covering 16 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 shareholders equity of Treasury Wine Estates Ltd for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 47.8% | AU$2.29 Billion | AU$2.29 Billion | AU$- | AU$4.80 Billion | ▼ -0.5 pp |
| 2024 | 48.3% | AU$2.23 Billion | AU$2.23 Billion | AU$- | AU$4.61 Billion | ▼ -3.5 pp |
| 2023 | 51.9% | AU$2.01 Billion | AU$2.01 Billion | AU$- | AU$3.88 Billion | ▼ -0.7 pp |
| 2022 | 52.5% | AU$1.99 Billion | AU$1.99 Billion | AU$- | AU$3.79 Billion | ▲ +2.3 pp |
| 2021 | 50.3% | AU$1.80 Billion | AU$1.80 Billion | AU$- | AU$3.59 Billion | ▼ -3.9 pp |
| 2020 | 54.2% | AU$1.95 Billion | AU$1.95 Billion | AU$- | AU$3.60 Billion | ▲ +1.0 pp |
| 2019 | 53.1% | AU$1.94 Billion | AU$1.94 Billion | AU$- | AU$3.64 Billion | ▲ +11.4 pp |
| 2018 | 41.7% | AU$1.46 Billion | AU$1.46 Billion | AU$- | AU$3.50 Billion | ▲ +3.8 pp |
| 2017 | 37.9% | AU$1.37 Billion | AU$1.37 Billion | AU$0.00 | AU$3.61 Billion | ▼ -1.3 pp |
| 2016 | 39.2% | AU$1.40 Billion | AU$1.38 Billion | AU$14.80 Million | AU$3.57 Billion | ▲ +0.4 pp |
| 2015 | 38.8% | AU$1.18 Billion | AU$1.18 Billion | AU$- | AU$3.05 Billion | ▼ -2.9 pp |
| 2014 | 41.7% | AU$1.19 Billion | AU$1.19 Billion | AU$- | AU$2.85 Billion | ▲ +0.1 pp |
| 2013 | 41.6% | AU$1.25 Billion | AU$1.25 Billion | AU$- | AU$3.01 Billion | ▲ +3.3 pp |
| 2012 | 38.3% | AU$1.13 Billion | AU$1.13 Billion | AU$- | AU$2.94 Billion | ▲ +0.3 pp |
| 2011 | 38.0% | AU$1.09 Billion | AU$1.09 Billion | AU$- | AU$2.88 Billion | ▼ -3.5 pp |
| 2010 | 41.5% | AU$1.20 Billion | AU$1.20 Billion | AU$- | AU$2.89 Billion | — |