WCM Beteiligungs- und Grundbesitz-AG (WCMK) — Strategic Asset Allocation Index
WCM Beteiligungs- und Grundbesitz-AG (WCMK) has a Strategic Asset Allocation Index of 78.9% as of June 2023. Strategic assets (PP&E of €315.85 Million plus long-term investments of €-) total €315.85 Million, measured against net assets of €400.13 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WCM Beteiligungs- und Grundbesitz-AG balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
WCM Beteiligungs- und Grundbesitz-AG Strategic Asset Allocation Index (2014–2022)
This chart shows how WCM Beteiligungs- und Grundbesitz-AG's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of June 2023, the index stands at 78.9%, representing strategic assets of €315.85 Million against net assets of €400.13 Million EUR. For live market cap and overall valuation, see market value of WCM Beteiligungs- und Grundbesitz-AG.
Annual Strategic Asset Allocation Index for WCM Beteiligungs- und Grundbesitz-AG (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for WCM Beteiligungs- und Grundbesitz-AG from 2014 to 2022, covering 9 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 WCM Beteiligungs- und Grundbesitz-AG for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 0.1% | €212.00K | €212.00K | €- | €417.80 Million | ▼ -117.8 pp |
| 2021 | 117.8% | €488.41 Million | €488.41 Million | €- | €414.57 Million | ▼ -20.0 pp |
| 2020 | 137.8% | €485.29 Million | €485.29 Million | €- | €352.25 Million | ▼ -73.5 pp |
| 2019 | 211.3% | €723.83 Million | €723.83 Million | €- | €342.56 Million | ▼ -39.5 pp |
| 2018 | 250.8% | €822.98 Million | €822.83 Million | €149.00K | €328.19 Million | ▼ -21.2 pp |
| 2017 | 271.9% | €798.67 Million | €798.51 Million | €161.00K | €293.69 Million | ▲ +61.4 pp |
| 2016 | 210.5% | €665.18 Million | €665.18 Million | €- | €315.93 Million | ▲ +22.8 pp |
| 2015 | 187.8% | €506.20 Million | €506.20 Million | €- | €269.58 Million | ▲ +129.7 pp |
| 2014 | 58.0% | €18.46 Million | €17.82 Million | €638.00K | €31.81 Million | — |