Perpetual Limited (PVQ) — Strategic Asset Allocation Index
Perpetual Limited (PVQ) has a Strategic Asset Allocation Index of 19.8% as of June 2025. Strategic assets (PP&E of €- plus long-term investments of €325.60 Million) total €325.60 Million, measured against net assets of €1.65 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PVQ net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Perpetual Limited Strategic Asset Allocation Index (2014–2025)
This chart shows how Perpetual Limited's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the index stands at 19.8%, representing strategic assets of €325.60 Million against net assets of €1.65 Billion EUR. For live market cap and overall valuation, see Perpetual Limited market cap and net worth.
Annual Strategic Asset Allocation Index for Perpetual Limited (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Perpetual Limited from 2014 to 2025, covering 12 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 Perpetual Limited for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 19.8% | €325.60 Million | €- | €325.60 Million | €1.65 Billion | ▼ -2.1 pp |
| 2024 | 21.9% | €381.70 Million | €- | €381.70 Million | €1.74 Billion | ▲ +5.2 pp |
| 2023 | 16.7% | €396.30 Million | €104.90 Million | €291.40 Million | €2.37 Billion | ▼ -8.1 pp |
| 2022 | 24.8% | €229.80 Million | €77.80 Million | €152.00 Million | €925.80 Million | ▼ -1.6 pp |
| 2021 | 26.5% | €241.46 Million | €91.10 Million | €150.35 Million | €912.47 Million | ▲ +0.5 pp |
| 2020 | 26.0% | €170.18 Million | €89.49 Million | €80.69 Million | €654.34 Million | ▲ +11.5 pp |
| 2019 | 14.5% | €96.23 Million | €26.56 Million | €69.66 Million | €662.24 Million | ▼ -0.7 pp |
| 2018 | 15.2% | €100.73 Million | €25.76 Million | €74.97 Million | €661.13 Million | ▲ +1.6 pp |
| 2017 | 13.7% | €86.73 Million | €23.65 Million | €63.08 Million | €634.38 Million | ▼ -2.9 pp |
| 2016 | 16.6% | €100.33 Million | €24.83 Million | €75.49 Million | €605.52 Million | ▲ +5.0 pp |
| 2015 | 11.5% | €67.39 Million | €15.35 Million | €52.04 Million | €583.69 Million | ▲ +0.6 pp |
| 2014 | 10.9% | €60.92 Million | €15.67 Million | €45.26 Million | €556.40 Million | — |