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.
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. Explore Treasury Wine Estates Ltd operating cash flow efficiency to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see TWE company net worth.
| 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 | — |