Wise plc (WISE) — Strategic Asset Allocation Index
Wise plc (WISE) has a Strategic Asset Allocation Index of 3.7% as of March 2023. Strategic assets (PP&E of GBX21.10 Million plus long-term investments of GBX-) total GBX21.10 Million, measured against net assets of GBX576.90 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Wise plc balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Wise plc Strategic Asset Allocation Index (2018–2023)
This chart shows how Wise plc's Strategic Asset Allocation Index has evolved across 6 annual periods from 2018 to 2023. As of March 2023, the index stands at 3.7%, representing strategic assets of GBX21.10 Million against net assets of GBX576.90 Million GBX. For live market cap and overall valuation, see WISE company net worth.
Annual Strategic Asset Allocation Index for Wise plc (2018–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Wise plc from 2018 to 2023, 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 net assets of Wise plc for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 3.7% | GBX21.10 Million | GBX21.10 Million | GBX- | GBX576.90 Million | ▼ -1.9 pp |
| 2022 | 5.5% | GBX22.60 Million | GBX22.60 Million | GBX- | GBX409.20 Million | ▼ -2.9 pp |
| 2021 | 8.4% | GBX24.00 Million | GBX24.00 Million | GBX- | GBX285.30 Million | ▼ -1.3 pp |
| 2020 | 9.7% | GBX19.10 Million | GBX19.10 Million | GBX- | GBX196.80 Million | ▲ +6.1 pp |
| 2019 | 3.6% | GBX4.50 Million | GBX4.50 Million | GBX- | GBX126.40 Million | ▲ +0.3 pp |
| 2018 | 3.3% | GBX3.50 Million | GBX3.50 Million | GBX- | GBX107.40 Million | — |