Foncière Volta (SPEL) — Strategic Asset Allocation Index

Latest as of June 2022: 86.1%

Foncière Volta (SPEL) has a Strategic Asset Allocation Index of 86.1% as of June 2022. Strategic assets (PP&E of €116.90 Million plus long-term investments of €-) total €116.90 Million, measured against net assets of €135.73 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SPEL equity financing ratio to measure how much of total assets are equity-financed.

SAAI

86.1%
Strategic Assets / Net Assets

Strategic Assets

€116.90 Million
PP&E + LT Investments

PP&E

€116.90 Million
EUR

Net Assets

€135.73 Million
EUR

Foncière Volta Strategic Asset Allocation Index (2013–2021)

This chart shows how Foncière Volta's Strategic Asset Allocation Index has evolved across 9 annual periods from 2013 to 2021. As of June 2022, the index stands at 86.1%, representing strategic assets of €116.90 Million against net assets of €135.73 Million EUR. For live market cap and overall valuation, see market value of Foncière Volta.

Annual Strategic Asset Allocation Index for Foncière Volta (2013–2021)

The table below presents the year-by-year Strategic Asset Allocation Index for Foncière Volta 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 Foncière Volta 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 89.0% €112.77 Million €112.77 Million €- €126.73 Million ▼ -3.3 pp
2020 92.3% €116.91 Million €116.91 Million €- €126.67 Million ▲ +23.1 pp
2019 69.2% €116.07 Million €116.07 Million €- €167.81 Million ▼ -52.6 pp
2018 121.8% €151.00 Million €111.00 Million €40.00 Million €123.96 Million ▲ +1.6 pp
2017 120.2% €145.50 Million €110.60 Million €34.90 Million €121.02 Million ▲ +10.4 pp
2016 109.8% €144.79 Million €116.98 Million €27.81 Million €131.87 Million ▼ -16.6 pp
2015 126.4% €154.44 Million €128.79 Million €25.65 Million €122.17 Million ▼ -9.8 pp
2014 136.3% €150.76 Million €125.37 Million €25.39 Million €110.65 Million ▲ +5.0 pp
2013 131.3% €143.56 Million €118.71 Million €24.85 Million €109.34 Million
pp = percentage points