Inclusio Sca (INCLU) — Strategic Asset Allocation Index

Latest as of June 2023: 158.6%

Inclusio Sca (INCLU) has a Strategic Asset Allocation Index of 158.6% as of June 2023. Strategic assets (PP&E of €299.74 Million plus long-term investments of €-) total €299.74 Million, measured against net assets of €188.95 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Inclusio Sca net asset quality index to measure how much of total assets are equity-financed.

SAAI

158.6%
Strategic Assets / Net Assets

Strategic Assets

€299.74 Million
PP&E + LT Investments

PP&E

€299.74 Million
EUR

Net Assets

€188.95 Million
EUR

Inclusio Sca Strategic Asset Allocation Index (2017–2022)

This chart shows how Inclusio Sca's Strategic Asset Allocation Index has evolved across 6 annual periods from 2017 to 2022. As of June 2023, the index stands at 158.6%, representing strategic assets of €299.74 Million against net assets of €188.95 Million EUR. For live market cap and overall valuation, see Inclusio Sca stock valuation.

Annual Strategic Asset Allocation Index for Inclusio Sca (2017–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Inclusio Sca from 2017 to 2022, covering 6 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 net assets of Inclusio Sca for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2022 147.3% €274.35 Million €274.35 Million €- €186.25 Million ▲ +17.0 pp
2021 130.3% €218.59 Million €218.59 Million €- €167.77 Million ▲ +28.4 pp
2020 101.9% €150.79 Million €150.79 Million €- €147.97 Million ▼ -7.2 pp
2019 109.1% €97.56 Million €97.56 Million €- €89.39 Million ▲ +32.4 pp
2018 76.7% €43.03 Million €43.03 Million €- €56.08 Million ▲ +41.6 pp
2017 35.1% €19.58 Million €19.58 Million €- €55.77 Million
pp = percentage points