Alliance Witan Ord (ALW) — Strategic Asset Allocation Index

Latest as of December 2025: 104.8%

Alliance Witan Ord (ALW) has a Strategic Asset Allocation Index of 104.8% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX5.36 Billion) total GBX5.36 Billion, measured against net assets of GBX5.11 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Alliance Witan Ord to measure how much of total assets are equity-financed.

SAAI

104.8%
Strategic Assets / Net Assets

Strategic Assets

GBX5.36 Billion
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX5.11 Billion
GBX

Alliance Witan Ord Strategic Asset Allocation Index (2020–2025)

This chart shows how Alliance Witan Ord's Strategic Asset Allocation Index has evolved across 6 annual periods from 2020 to 2025. As of December 2025, the index stands at 104.8%, representing strategic assets of GBX5.36 Billion against net assets of GBX5.11 Billion GBX. For live market cap and overall valuation, see market value of Alliance Witan Ord.

Annual Strategic Asset Allocation Index for Alliance Witan Ord (2020–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Alliance Witan Ord from 2020 to 2025, covering 6 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 Alliance Witan Ord (ALW) net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2025 104.8% GBX5.36 Billion GBX- GBX5.36 Billion GBX5.11 Billion ▲ +1.4 pp
2024 103.5% GBX5.40 Billion GBX- GBX5.40 Billion GBX5.22 Billion ▼ -0.9 pp
2023 104.4% GBX3.48 Billion GBX- GBX3.48 Billion GBX3.34 Billion ▲ +0.3 pp
2022 104.1% GBX3.01 Billion GBX- GBX3.01 Billion GBX2.90 Billion ▼ -4.6 pp
2021 108.7% GBX3.65 Billion GBX- GBX3.65 Billion GBX3.36 Billion ▼ -0.2 pp
2020 108.9% GBX3.27 Billion GBX- GBX3.27 Billion GBX3.00 Billion
pp = percentage points