Treasury Wine Estates Limited Strategic Asset Allocation Index
Treasury Wine Estates Limited strategic asset allocation index. Treasury Wine Estates Limited (T7W) has a Strategic Asset Allocation Index of 51.9% as of June 2023. Strategic assets (PP&E of €2.01 Billion plus long-term investments of €-) total €2.01 Billion, measured against net assets of €3.88 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Treasury Wine Estates Limited balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Treasury Wine Estates Limited (2014–2023)
Strategic asset allocation index of Treasury Wine Estates Limited from 2014 to 2023. This chart shows how Treasury Wine Estates Limited's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 51.9%, representing strategic assets of €2.01 Billion against net assets of €3.88 Billion EUR. Check T7W intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Treasury Wine Estates Limited Strategic Asset Allocation Index by Year (2014–2023)
Treasury Wine Estates Limited strategic asset allocation index by year from 2014 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Treasury Wine Estates Limited 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 market cap of Treasury Wine Estates Limited.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 51.9% | €2.01 Billion | €2.01 Billion | €- | €3.88 Billion | ▼ -0.7 pp |
| 2022 | 52.5% | €1.99 Billion | €1.99 Billion | €- | €3.79 Billion | ▲ +2.3 pp |
| 2021 | 50.3% | €1.80 Billion | €1.80 Billion | €- | €3.59 Billion | ▼ -3.5 pp |
| 2020 | 53.8% | €1.95 Billion | €1.95 Billion | €- | €3.62 Billion | ▲ +1.6 pp |
| 2019 | 52.2% | €1.94 Billion | €1.94 Billion | €- | €3.71 Billion | ▲ +10.5 pp |
| 2018 | 41.7% | €1.46 Billion | €1.46 Billion | €- | €3.50 Billion | ▲ +3.8 pp |
| 2017 | 37.9% | €1.37 Billion | €1.37 Billion | €0.00 | €3.61 Billion | ▼ -0.6 pp |
| 2016 | 38.5% | €1.40 Billion | €1.38 Billion | €14.80 Million | €3.64 Billion | ▼ -0.3 pp |
| 2015 | 38.8% | €1.18 Billion | €1.18 Billion | €- | €3.05 Billion | ▼ -2.9 pp |
| 2014 | 41.7% | €1.19 Billion | €1.19 Billion | €- | €2.85 Billion | — |