WT Financial Group Ltd (WTL) — Strategic Asset Allocation Index
WT Financial Group Ltd (WTL) has a Strategic Asset Allocation Index of 2.5% as of June 2025. Strategic assets (PP&E of AU$811.14K plus long-term investments of AU$-) total AU$811.14K, measured against net assets of AU$31.93 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WT Financial Group Ltd (WTL) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
WT Financial Group Ltd Strategic Asset Allocation Index (2016–2025)
This chart shows how WT Financial Group Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of June 2025, the index stands at 2.5%, representing strategic assets of AU$811.14K against net assets of AU$31.93 Million AUD. For live market cap and overall valuation, see market value of WT Financial Group Ltd.
Annual Strategic Asset Allocation Index for WT Financial Group Ltd (2016–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for WT Financial Group Ltd from 2016 to 2025, covering 10 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 WTL book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 2.5% | AU$811.14K | AU$811.14K | AU$- | AU$31.93 Million | ▼ -0.7 pp |
| 2024 | 3.2% | AU$948.53K | AU$948.53K | AU$- | AU$29.43 Million | ▼ -2.1 pp |
| 2023 | 5.3% | AU$1.35 Million | AU$1.35 Million | AU$- | AU$25.58 Million | ▼ -5.2 pp |
| 2022 | 10.5% | AU$2.10 Million | AU$2.10 Million | AU$- | AU$20.06 Million | ▲ +9.2 pp |
| 2021 | 1.3% | AU$76.94K | AU$76.94K | AU$- | AU$5.96 Million | ▼ -10.7 pp |
| 2020 | 12.0% | AU$1.01 Million | AU$880.49K | AU$125.00K | AU$8.39 Million | ▲ +2.5 pp |
| 2019 | 9.4% | AU$811.40K | AU$486.79K | AU$324.61K | AU$8.59 Million | ▼ -1.4 pp |
| 2018 | 10.8% | AU$1.03 Million | AU$677.84K | AU$350.00K | AU$9.52 Million | ▲ +4.0 pp |
| 2017 | 6.8% | AU$877.50K | AU$877.50K | AU$0.00 | AU$12.89 Million | ▲ +2.1 pp |
| 2016 | 4.7% | AU$702.34K | AU$702.34K | AU$- | AU$15.06 Million | — |