Jardine Matheson Holdings Limited (H4W) — Strategic Asset Allocation Index
Jardine Matheson Holdings Limited (H4W) has a Strategic Asset Allocation Index of 75.3% as of December 2022. Strategic assets (PP&E of €42.31 Billion plus long-term investments of €-) total €42.31 Billion, measured against net assets of €56.20 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See H4W net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Jardine Matheson Holdings Limited Strategic Asset Allocation Index (2013–2022)
This chart shows how Jardine Matheson Holdings Limited's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of December 2022, the index stands at 75.3%, representing strategic assets of €42.31 Billion against net assets of €56.20 Billion EUR. For live market cap and overall valuation, see market value of Jardine Matheson Holdings Limited.
Annual Strategic Asset Allocation Index for Jardine Matheson Holdings Limited (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Jardine Matheson Holdings Limited from 2013 to 2022, 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 H4W net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 75.3% | €42.31 Billion | €42.31 Billion | €- | €56.20 Billion | ▲ +0.2 pp |
| 2021 | 75.0% | €43.80 Billion | €43.80 Billion | €- | €58.37 Billion | ▲ +1.2 pp |
| 2020 | 73.8% | €46.40 Billion | €46.40 Billion | €- | €62.84 Billion | ▼ -31.8 pp |
| 2019 | 105.7% | €68.75 Billion | €50.39 Billion | €18.36 Billion | €65.07 Billion | ▼ -4.1 pp |
| 2018 | 109.7% | €64.97 Billion | €47.76 Billion | €17.20 Billion | €59.20 Billion | ▲ +11.5 pp |
| 2017 | 98.3% | €56.78 Billion | €41.04 Billion | €15.73 Billion | €57.77 Billion | ▲ +3.2 pp |
| 2016 | 95.1% | €47.31 Billion | €35.34 Billion | €11.96 Billion | €49.74 Billion | ▼ -0.5 pp |
| 2015 | 95.6% | €43.50 Billion | €32.20 Billion | €11.29 Billion | €45.50 Billion | ▲ +1.5 pp |
| 2014 | 94.1% | €42.14 Billion | €31.91 Billion | €10.23 Billion | €44.80 Billion | ▼ -3.2 pp |
| 2013 | 97.2% | €41.59 Billion | €31.77 Billion | €9.82 Billion | €42.78 Billion | — |