A.F.P. Habitat Strategic Asset Allocation Index

Latest as of December 2022: 4.1%

A.F.P. Habitat strategic asset allocation index. A.F.P. Habitat (HABITAT) has a Strategic Asset Allocation Index of 4.1% as of December 2022. Strategic assets (PP&E of CL$11.72 Billion plus long-term investments of CL$-) total CL$11.72 Billion, measured against net assets of CL$288.70 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible net worth ratio of A.F.P. Habitat to evaluate the tangible quality of the company's equity base.

SAAI

4.1%
Strategic Assets / Net Assets

Strategic Assets

CL$11.72 Billion
PP&E + LT Investments

PP&E

CL$11.72 Billion
CLP

Net Assets

CL$288.70 Billion
CLP

Strategic Asset Allocation Index of A.F.P. Habitat (2014–2022)

Strategic asset allocation index of A.F.P. Habitat from 2014 to 2022. This chart shows how A.F.P. Habitat's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of December 2022, the index stands at 4.1%, representing strategic assets of CL$11.72 Billion against net assets of CL$288.70 Billion CLP.

A.F.P. Habitat Strategic Asset Allocation Index by Year (2014–2022)

A.F.P. Habitat strategic asset allocation index by year from 2014 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for A.F.P. Habitat from 2014 to 2022, 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. For live market cap and overall valuation, see HABITAT market cap overview.

Year SAAI Strategic Assets (CLP) PP&E LT Investments Net Assets Change (pp)
2022 4.1% CL$11.72 Billion CL$11.72 Billion CL$- CL$288.70 Billion ▲ +2.0 pp
2021 2.1% CL$6.22 Billion CL$6.22 Billion CL$- CL$299.81 Billion ▼ -6.3 pp
2020 8.4% CL$43.62 Billion CL$43.62 Billion CL$- CL$521.36 Billion ▼ -2.9 pp
2019 11.3% CL$50.27 Billion CL$47.21 Billion CL$3.06 Billion CL$445.39 Billion ▲ +2.8 pp
2018 8.4% CL$32.61 Billion CL$29.66 Billion CL$2.95 Billion CL$386.03 Billion ▲ +0.7 pp
2017 7.8% CL$27.31 Billion CL$24.40 Billion CL$2.90 Billion CL$351.43 Billion ▼ -1.4 pp
2016 9.2% CL$28.64 Billion CL$25.62 Billion CL$3.02 Billion CL$311.79 Billion ▲ +3.3 pp
2015 5.9% CL$16.60 Billion CL$13.75 Billion CL$2.85 Billion CL$282.66 Billion ▲ +0.5 pp
2014 5.3% CL$13.38 Billion CL$10.63 Billion CL$2.74 Billion CL$251.04 Billion —
pp = percentage points