WT Financial Group Ltd Strategic Asset Allocation Index
WT Financial Group Ltd 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. Check WTL tangible net assets ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of WT Financial Group Ltd (2016–2025)
Strategic asset allocation index of WT Financial Group Ltd from 2016 to 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.
WT Financial Group Ltd Strategic Asset Allocation Index by Year (2016–2025)
WT Financial Group Ltd strategic asset allocation index by year from 2016 to 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. For live market cap and overall valuation, see WTL company net worth.
| 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 | — |