Worsley Investors Ltd (WINV) — Strategic Asset Allocation Index
Worsley Investors Ltd (WINV) has a Strategic Asset Allocation Index of 65.5% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX9.44 Million) total GBX9.44 Million, measured against net assets of GBX14.41 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Worsley Investors Ltd balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Worsley Investors Ltd Strategic Asset Allocation Index (2016–2025)
This chart shows how Worsley Investors Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of September 2025, the index stands at 65.5%, representing strategic assets of GBX9.44 Million against net assets of GBX14.41 Million GBX. For live market cap and overall valuation, see Worsley Investors Ltd stock valuation.
Annual Strategic Asset Allocation Index for Worsley Investors Ltd (2016–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Worsley Investors Ltd from 2016 to 2025, covering 10 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) |
|---|---|---|---|---|---|---|
| 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 | — |