Bernard Loisea (ALDBL) — Strategic Asset Allocation Index

Latest as of September 2025: 94.3%

Bernard Loisea (ALDBL) has a Strategic Asset Allocation Index of 94.3% as of September 2025. Strategic assets (PP&E of €4.65 Million plus long-term investments of €-) total €4.65 Million, measured against net assets of €4.93 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Bernard Loisea to measure how much of total assets are equity-financed.

SAAI

94.3%
Strategic Assets / Net Assets

Strategic Assets

€4.65 Million
PP&E + LT Investments

PP&E

€4.65 Million
EUR

Net Assets

€4.93 Million
EUR

Bernard Loisea Strategic Asset Allocation Index (2000–2024)

This chart shows how Bernard Loisea's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2024. As of September 2025, the index stands at 94.3%, representing strategic assets of €4.65 Million against net assets of €4.93 Million EUR. For live market cap and overall valuation, see ALDBL stock market capitalisation.

Annual Strategic Asset Allocation Index for Bernard Loisea (2000–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Bernard Loisea from 2000 to 2024, covering 24 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 ALDBL total equity for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2024 94.3% €4.37 Million €4.37 Million €- €4.63 Million ▼ -56.3 pp
2023 150.6% €4.16 Million €4.16 Million €- €2.76 Million ▲ +56.6 pp
2021 94.0% €3.22 Million €3.22 Million €- €3.42 Million ▼ -52.8 pp
2020 146.8% €12.43 Million €12.43 Million €- €8.47 Million ▲ +1.6 pp
2019 145.2% €13.15 Million €13.15 Million €- €9.05 Million ▲ +2.1 pp
2018 143.1% €13.00 Million €12.96 Million €47.00K €9.09 Million ▲ +1.5 pp
2017 141.6% €13.31 Million €13.31 Million €- €9.40 Million ▲ +39.2 pp
2016 102.4% €10.46 Million €10.46 Million €- €10.21 Million ▲ +29.9 pp
2015 72.6% €7.86 Million €7.86 Million €- €10.83 Million ▲ +2.8 pp
2014 69.8% €7.69 Million €7.67 Million €20.00K €11.03 Million ▲ +4.3 pp
2013 65.4% €7.22 Million €7.19 Million €30.00K €11.03 Million ▲ +4.2 pp
2012 61.2% €6.78 Million €6.78 Million €- €11.09 Million ▼ -1.7 pp
2011 62.9% €6.95 Million €6.95 Million €- €11.05 Million ▼ -2.2 pp
2010 65.1% €6.92 Million €6.92 Million €- €10.62 Million ▼ -1.2 pp
2009 66.3% €6.76 Million €6.76 Million €- €10.19 Million ▲ +2.0 pp
2008 64.3% €6.82 Million €6.82 Million €- €10.60 Million ▼ -2.1 pp
2007 66.4% €7.26 Million €7.26 Million €- €10.93 Million ▲ +2.2 pp
2006 64.2% €6.97 Million €6.97 Million €- €10.87 Million ▼ -3.6 pp
2005 67.8% €7.34 Million €7.34 Million €- €10.82 Million ▼ -1.8 pp
2004 69.6% €7.74 Million €7.74 Million €- €11.12 Million ▼ -5.2 pp
2003 74.8% €8.46 Million €8.46 Million €- €11.31 Million ▼ -36.6 pp
2002 111.4% €9.08 Million €9.08 Million €- €8.15 Million ▼ -7.3 pp
2001 118.7% €9.16 Million €9.16 Million €- €7.71 Million ▲ +6.5 pp
2000 112.2% €51.80 Million €51.80 Million €- €46.17 Million —
pp = percentage points