Korea Investment Holdings Co (071050) — Strategic Asset Allocation Index
Korea Investment Holdings Co (071050) has a Strategic Asset Allocation Index of 685.8% as of September 2025. Strategic assets (PP&E of ₩- plus long-term investments of ₩80.10 Trillion) total ₩80.10 Trillion, measured against net assets of ₩11.68 Trillion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Korea Investment Holdings Co balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Korea Investment Holdings Co Strategic Asset Allocation Index (2003–2024)
This chart shows how Korea Investment Holdings Co's Strategic Asset Allocation Index has evolved across 23 annual periods from 2003 to 2024. As of September 2025, the index stands at 685.8%, representing strategic assets of ₩80.10 Trillion against net assets of ₩11.68 Trillion KRW. For live market cap and overall valuation, see market cap of Korea Investment Holdings Co.
Annual Strategic Asset Allocation Index for Korea Investment Holdings Co (2003–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Korea Investment Holdings Co from 2003 to 2024, covering 23 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 Korea Investment Holdings Co for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (KRW) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 686.1% | ₩66.79 Trillion | ₩- | ₩66.79 Trillion | ₩9.73 Trillion | ▲ +9.9 pp |
| 2023 | 676.2% | ₩57.11 Trillion | ₩- | ₩57.11 Trillion | ₩8.45 Trillion | ▲ +69.7 pp |
| 2022 | 606.6% | ₩46.74 Trillion | ₩399.97 Billion | ₩46.34 Trillion | ₩7.71 Trillion | ▼ -15.3 pp |
| 2021 | 621.8% | ₩46.19 Trillion | ₩379.54 Billion | ₩45.81 Trillion | ₩7.43 Trillion | ▼ -106.1 pp |
| 2020 | 727.9% | ₩41.00 Trillion | ₩388.72 Billion | ₩40.61 Trillion | ₩5.63 Trillion | ▼ -24.6 pp |
| 2019 | 752.5% | ₩37.87 Trillion | ₩386.67 Billion | ₩37.49 Trillion | ₩5.03 Trillion | ▲ +88.8 pp |
| 2018 | 663.7% | ₩32.51 Trillion | ₩334.49 Billion | ₩32.17 Trillion | ₩4.90 Trillion | ▼ -7.7 pp |
| 2017 | 671.4% | ₩27.78 Trillion | ₩333.78 Billion | ₩27.44 Trillion | ₩4.14 Trillion | ▲ +13.9 pp |
| 2016 | 657.5% | ₩23.01 Trillion | ₩305.34 Billion | ₩22.70 Trillion | ₩3.50 Trillion | ▲ +575.1 pp |
| 2015 | 82.4% | ₩2.61 Trillion | ₩309.59 Billion | ₩2.30 Trillion | ₩3.17 Trillion | ▲ +32.0 pp |
| 2014 | 50.4% | ₩1.44 Trillion | ₩319.41 Billion | ₩1.12 Trillion | ₩2.86 Trillion | ▼ -3.0 pp |
| 2013 | 53.4% | ₩1.42 Trillion | ₩325.77 Billion | ₩1.10 Trillion | ₩2.67 Trillion | ▲ +40.6 pp |
| 2012 | 12.8% | ₩343.73 Billion | ₩343.73 Billion | ₩- | ₩2.68 Trillion | ▼ -1.4 pp |
| 2011 | 14.3% | ₩357.35 Billion | ₩357.35 Billion | ₩- | ₩2.51 Trillion | ▲ +0.4 pp |
| 2010 | 13.8% | ₩308.05 Billion | ₩308.05 Billion | ₩- | ₩2.23 Trillion | ▼ -2.0 pp |
| 2009 | 15.8% | ₩331.93 Billion | ₩331.93 Billion | ₩- | ₩2.10 Trillion | ▼ -6.6 pp |
| 2008 | 22.4% | ₩422.60 Billion | ₩422.60 Billion | ₩- | ₩1.89 Trillion | ▲ +6.7 pp |
| 2007 | 15.6% | ₩337.92 Billion | ₩337.92 Billion | ₩- | ₩2.16 Trillion | ▼ -1.7 pp |
| 2006 | 17.3% | ₩319.72 Billion | ₩319.72 Billion | ₩- | ₩1.85 Trillion | ▼ -1.5 pp |
| 2005 | 18.8% | ₩315.09 Billion | ₩315.09 Billion | ₩- | ₩1.67 Trillion | ▼ -20.5 pp |
| 2004 | 39.3% | ₩451.83 Billion | ₩451.83 Billion | ₩- | ₩1.15 Trillion | ▲ +15.5 pp |
| 2004 | 23.9% | ₩242.34 Billion | ₩242.34 Billion | ₩- | ₩1.02 Trillion | ▲ +0.3 pp |
| 2003 | 23.5% | ₩244.44 Billion | ₩244.44 Billion | ₩- | ₩1.04 Trillion | — |