Treasury Wine Estates Limited (T7W) — Strategic Asset Allocation Index

Latest as of June 2023: 51.9%

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.

SAAI

51.9%
Strategic Assets / Net Assets

Strategic Assets

€2.01 Billion
PP&E + LT Investments

PP&E

€2.01 Billion
EUR

Net Assets

€3.88 Billion
EUR

Treasury Wine Estates Limited Strategic Asset Allocation Index (2014–2023)

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. Explore Treasury Wine Estates Limited cash flow conversion to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Treasury Wine Estates Limited (2014–2023)

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 the full company profile including market capitalisation, see Treasury Wine Estates Limited stock valuation.

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
pp = percentage points