Schwager (SCHWAGER) — Strategic Asset Allocation Index
Schwager (SCHWAGER) has a Strategic Asset Allocation Index of 50.5% as of June 2023. Strategic assets (PP&E of CL$12.78 Billion plus long-term investments of CL$-) total CL$12.78 Billion, measured against net assets of CL$25.31 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Schwager Strategic Asset Allocation Index (2014–2022)
This chart shows how Schwager's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of June 2023, the index stands at 50.5%, representing strategic assets of CL$12.78 Billion against net assets of CL$25.31 Billion CLP. Explore Schwager (SCHWAGER) cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Schwager (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Schwager 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 the full company profile including market capitalisation, see how much is Schwager worth.
| Year | SAAI | Strategic Assets (CLP) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 49.6% | CL$12.00 Billion | CL$12.00 Billion | CL$- | CL$24.18 Billion | ▼ -5.5 pp |
| 2021 | 55.1% | CL$12.29 Billion | CL$12.29 Billion | CL$- | CL$22.30 Billion | ▼ -21.5 pp |
| 2020 | 76.6% | CL$13.65 Billion | CL$13.65 Billion | CL$- | CL$17.83 Billion | ▲ +6.9 pp |
| 2019 | 69.7% | CL$11.66 Billion | CL$11.66 Billion | CL$- | CL$16.73 Billion | ▲ +17.4 pp |
| 2018 | 52.3% | CL$9.49 Billion | CL$9.49 Billion | CL$2.52 Million | CL$18.16 Billion | ▲ +1.6 pp |
| 2017 | 50.7% | CL$9.21 Billion | CL$9.21 Billion | CL$2.52 Million | CL$18.17 Billion | ▼ -4.5 pp |
| 2016 | 55.2% | CL$9.49 Billion | CL$9.49 Billion | CL$2.52 Million | CL$17.20 Billion | ▼ -5.7 pp |
| 2015 | 60.9% | CL$9.76 Billion | CL$9.26 Billion | CL$502.07 Million | CL$16.02 Billion | ▲ +2.2 pp |
| 2014 | 58.8% | CL$8.98 Billion | CL$8.46 Billion | CL$525.74 Million | CL$15.29 Billion | — |