Robertet SA (RBT) — Strategic Asset Allocation Index
Robertet SA (RBT) has a Strategic Asset Allocation Index of 40.4% as of June 2023. Strategic assets (PP&E of €176.18 Million plus long-term investments of €-) total €176.18 Million, measured against net assets of €435.63 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See RBT net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Robertet SA Strategic Asset Allocation Index (2013–2021)
This chart shows how Robertet SA's Strategic Asset Allocation Index has evolved across 9 annual periods from 2013 to 2021. As of June 2023, the index stands at 40.4%, representing strategic assets of €176.18 Million against net assets of €435.63 Million EUR. For live market cap and overall valuation, see RBT market cap overview.
Annual Strategic Asset Allocation Index for Robertet SA (2013–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Robertet SA from 2013 to 2021, covering 9 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 Robertet SA book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 30.8% | €167.94 Million | €167.94 Million | €- | €545.90 Million | ▼ -2.6 pp |
| 2020 | 33.3% | €158.69 Million | €158.69 Million | €- | €476.31 Million | ▼ -4.3 pp |
| 2019 | 37.6% | €171.36 Million | €171.36 Million | €- | €456.11 Million | ▼ -1.7 pp |
| 2018 | 39.3% | €161.51 Million | €153.27 Million | €8.24 Million | €410.96 Million | ▼ -4.0 pp |
| 2017 | 43.3% | €158.31 Million | €151.20 Million | €7.11 Million | €365.99 Million | ▼ -3.4 pp |
| 2016 | 46.7% | €162.05 Million | €151.32 Million | €10.73 Million | €347.22 Million | ▼ -1.5 pp |
| 2015 | 48.1% | €150.53 Million | €139.62 Million | €10.91 Million | €312.70 Million | ▼ -6.6 pp |
| 2014 | 54.7% | €150.37 Million | €134.94 Million | €15.42 Million | €274.82 Million | ▼ -2.0 pp |
| 2013 | 56.7% | €135.63 Million | €121.96 Million | €13.67 Million | €239.22 Million | — |