Perpetual Limited Strategic Asset Allocation Index
Perpetual Limited 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 net asset quality index of Perpetual Limited to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Perpetual Limited (2014–2025)
Strategic asset allocation index of Perpetual Limited from 2014 to 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. Check PVQ tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Perpetual Limited Strategic Asset Allocation Index by Year (2014–2025)
Perpetual Limited strategic asset allocation index by year from 2014 to 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. For live market cap and overall valuation, see Perpetual Limited (PVQ) total market value.
| 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 | — |