Wendel (MF) — Strategic Asset Allocation Index
Wendel (MF) has a Strategic Asset Allocation Index of 19.7% as of June 2023. Strategic assets (PP&E of €951.80 Million plus long-term investments of €-) total €951.80 Million, measured against net assets of €4.84 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MF net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Wendel Strategic Asset Allocation Index (2013–2022)
This chart shows how Wendel's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of June 2023, the index stands at 19.7%, representing strategic assets of €951.80 Million against net assets of €4.84 Billion EUR. For live market cap and overall valuation, see market cap of Wendel.
Annual Strategic Asset Allocation Index for Wendel (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Wendel from 2013 to 2022, 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 MF net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 33.8% | €1.57 Billion | €1.57 Billion | €- | €4.64 Billion | ▼ -2.5 pp |
| 2021 | 36.3% | €1.52 Billion | €1.52 Billion | €- | €4.19 Billion | ▼ -13.6 pp |
| 2020 | 49.9% | €1.64 Billion | €1.64 Billion | €- | €3.29 Billion | ▼ -17.9 pp |
| 2019 | 67.7% | €2.58 Billion | €1.83 Billion | €756.40 Million | €3.82 Billion | ▼ -9.2 pp |
| 2018 | 77.0% | €2.55 Billion | €1.33 Billion | €1.22 Billion | €3.31 Billion | ▼ -22.6 pp |
| 2017 | 99.6% | €3.24 Billion | €1.41 Billion | €1.84 Billion | €3.26 Billion | ▼ -34.8 pp |
| 2016 | 134.4% | €4.43 Billion | €1.64 Billion | €2.80 Billion | €3.30 Billion | ▼ -11.8 pp |
| 2015 | 146.2% | €5.78 Billion | €1.59 Billion | €4.19 Billion | €3.95 Billion | ▼ -21.5 pp |
| 2014 | 167.7% | €5.18 Billion | €1.42 Billion | €3.77 Billion | €3.09 Billion | ▼ -22.5 pp |
| 2013 | 190.2% | €5.81 Billion | €1.36 Billion | €4.46 Billion | €3.06 Billion | — |