Axa Property Trust (WINV) — Strategic Asset Allocation Index
Axa Property Trust (WINV) has a Strategic Asset Allocation Index of 59.3% as of March 2026. Strategic assets (PP&E of GBX- plus long-term investments of GBX9.44 Million) total GBX9.44 Million, measured against net assets of GBX15.93 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Axa Property Trust balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Axa Property Trust Strategic Asset Allocation Index (2016–2026)
This chart shows how Axa Property Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2016 to 2026. As of March 2026, the index stands at 59.3%, representing strategic assets of GBX9.44 Million against net assets of GBX15.93 Million GBX. For live market cap and overall valuation, see Axa Property Trust stock valuation.
Annual Strategic Asset Allocation Index for Axa Property Trust (2016–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Axa Property Trust from 2016 to 2026, covering 11 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 WINV net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 59.3% | GBX9.44 Million | GBX- | GBX9.44 Million | GBX15.93 Million | ▼ -16.8 pp |
| 2025 | 76.1% | GBX8.88 Million | GBX- | GBX8.88 Million | GBX11.68 Million | ▲ +21.4 pp |
| 2024 | 54.6% | GBX8.01 Million | GBX- | GBX8.01 Million | GBX14.66 Million | ▼ -39.0 pp |
| 2023 | 93.6% | GBX13.87 Million | GBX6.03 Million | GBX7.84 Million | GBX14.82 Million | ▲ +0.6 pp |
| 2022 | 93.0% | GBX12.52 Million | GBX6.55 Million | GBX5.97 Million | GBX13.47 Million | ▲ +40.7 pp |
| 2021 | 52.3% | GBX7.34 Million | GBX7.34 Million | GBX- | GBX14.02 Million | ▼ -23.8 pp |
| 2020 | 76.2% | GBX9.82 Million | GBX8.13 Million | GBX1.68 Million | GBX12.89 Million | ▼ -12.3 pp |
| 2019 | 88.5% | GBX8.48 Million | GBX8.48 Million | GBX- | GBX9.58 Million | ▲ +12.9 pp |
| 2018 | 75.6% | GBX8.04 Million | GBX7.87 Million | GBX165.00K | GBX10.63 Million | ▼ -7.1 pp |
| 2017 | 82.7% | GBX12.95 Million | GBX12.31 Million | GBX642.00K | GBX15.66 Million | ▲ +3.0 pp |
| 2016 | 79.7% | GBX30.83 Million | GBX30.83 Million | GBX- | GBX38.69 Million | — |