Kerry Group (KRZ) — Strategic Asset Allocation Index
Kerry Group (KRZ) has a Strategic Asset Allocation Index of 32.5% as of June 2023. Strategic assets (PP&E of €2.07 Billion plus long-term investments of €-) total €2.07 Billion, measured against net assets of €6.36 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Kerry Group (KRZ) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Kerry Group Strategic Asset Allocation Index (2015–2022)
This chart shows how Kerry Group's Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of June 2023, the index stands at 32.5%, representing strategic assets of €2.07 Billion against net assets of €6.36 Billion EUR. For live market cap and overall valuation, see Kerry Group stock valuation.
Annual Strategic Asset Allocation Index for Kerry Group (2015–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Kerry Group from 2015 to 2022, covering 8 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 Kerry Group (KRZ) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 33.7% | €2.10 Billion | €2.10 Billion | €- | €6.22 Billion | ▼ -3.6 pp |
| 2021 | 37.3% | €2.09 Billion | €2.09 Billion | €- | €5.60 Billion | ▼ -5.4 pp |
| 2020 | 42.8% | €1.99 Billion | €1.99 Billion | €- | €4.66 Billion | ▼ -5.5 pp |
| 2019 | 48.3% | €2.20 Billion | €2.06 Billion | €140.60 Million | €4.56 Billion | ▲ +1.5 pp |
| 2018 | 46.8% | €1.89 Billion | €1.77 Billion | €122.60 Million | €4.03 Billion | ▲ +1.0 pp |
| 2017 | 45.8% | €1.64 Billion | €1.53 Billion | €108.40 Million | €3.57 Billion | ▼ -8.6 pp |
| 2016 | 54.5% | €1.68 Billion | €1.45 Billion | €232.80 Million | €3.09 Billion | ▼ -4.8 pp |
| 2015 | 59.3% | €1.65 Billion | €1.41 Billion | €242.80 Million | €2.79 Billion | — |