Schloss Wachenheim AG Strategic Asset Allocation Index

Latest as of June 2023: 43.2%

Schloss Wachenheim AG strategic asset allocation index. Schloss Wachenheim AG (SWA) has a Strategic Asset Allocation Index of 43.2% as of June 2023. Strategic assets (PP&E of €104.16 Million plus long-term investments of €-) total €104.16 Million, measured against net assets of €241.18 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Schloss Wachenheim AG tangible equity quality to evaluate the tangible quality of the company's equity base.

SAAI

43.2%
Strategic Assets / Net Assets

Strategic Assets

€104.16 Million
PP&E + LT Investments

PP&E

€104.16 Million
EUR

Net Assets

€241.18 Million
EUR

Strategic Asset Allocation Index of Schloss Wachenheim AG (2014–2023)

Strategic asset allocation index of Schloss Wachenheim AG from 2014 to 2023. This chart shows how Schloss Wachenheim AG's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 43.2%, representing strategic assets of €104.16 Million against net assets of €241.18 Million EUR.

Schloss Wachenheim AG Strategic Asset Allocation Index by Year (2014–2023)

Schloss Wachenheim AG strategic asset allocation index by year from 2014 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Schloss Wachenheim AG from 2014 to 2023, 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 SWA market cap.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2023 43.2% €104.16 Million €104.16 Million €- €241.18 Million ▼ -0.7 pp
2022 43.9% €99.31 Million €99.31 Million €- €226.40 Million ▲ +0.5 pp
2021 43.4% €93.34 Million €93.34 Million €- €214.99 Million ▼ -0.5 pp
2020 43.9% €89.62 Million €89.62 Million €- €204.22 Million ▲ +8.9 pp
2019 35.0% €70.71 Million €69.92 Million €785.00K €201.92 Million ▼ -0.8 pp
2018 35.9% €68.68 Million €67.63 Million €1.05 Million €191.57 Million ▼ -3.6 pp
2017 39.5% €72.52 Million €71.16 Million €1.36 Million €183.68 Million ▲ +5.2 pp
2016 34.3% €58.95 Million €57.34 Million €1.61 Million €172.02 Million ▼ -0.7 pp
2015 35.0% €58.12 Million €56.23 Million €1.89 Million €166.19 Million ▼ -2.3 pp
2014 37.3% €59.18 Million €57.13 Million €2.05 Million €158.74 Million —
pp = percentage points