Barloworld Ltd (BAW) — Strategic Asset Allocation Index
Barloworld Ltd (BAW) has a Strategic Asset Allocation Index of 41.3% as of September 2022. Strategic assets (PP&E of ZAC7.91 Billion plus long-term investments of ZAC-) total ZAC7.91 Billion, measured against net assets of ZAC19.18 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Barloworld Ltd (BAW) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Barloworld Ltd Strategic Asset Allocation Index (2014–2022)
This chart shows how Barloworld Ltd's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of September 2022, the index stands at 41.3%, representing strategic assets of ZAC7.91 Billion against net assets of ZAC19.18 Billion ZAC. For live market cap and overall valuation, see market cap of Barloworld Ltd.
Annual Strategic Asset Allocation Index for Barloworld Ltd (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Barloworld Ltd 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 Barloworld Ltd book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 41.3% | ZAC7.91 Billion | ZAC7.91 Billion | ZAC- | ZAC19.18 Billion | ▼ -14.3 pp |
| 2021 | 55.5% | ZAC12.05 Billion | ZAC12.05 Billion | ZAC- | ZAC21.70 Billion | ▼ -14.6 pp |
| 2020 | 70.1% | ZAC13.85 Billion | ZAC13.85 Billion | ZAC- | ZAC19.75 Billion | ▲ +7.2 pp |
| 2019 | 62.9% | ZAC15.03 Billion | ZAC12.06 Billion | ZAC2.96 Billion | ZAC23.89 Billion | ▼ -2.7 pp |
| 2018 | 65.5% | ZAC14.91 Billion | ZAC12.66 Billion | ZAC2.25 Billion | ZAC22.75 Billion | ▼ -2.3 pp |
| 2017 | 67.8% | ZAC14.16 Billion | ZAC12.66 Billion | ZAC1.50 Billion | ZAC20.88 Billion | ▼ -8.8 pp |
| 2016 | 76.6% | ZAC15.07 Billion | ZAC13.81 Billion | ZAC1.27 Billion | ZAC19.68 Billion | ▼ -1.7 pp |
| 2015 | 78.3% | ZAC15.69 Billion | ZAC14.38 Billion | ZAC1.31 Billion | ZAC20.04 Billion | ▲ +1.7 pp |
| 2014 | 76.6% | ZAC13.39 Billion | ZAC12.61 Billion | ZAC776.00 Million | ZAC17.49 Billion | — |