SMU S.A (SMU) — Strategic Asset Allocation Index
SMU S.A (SMU) has a Strategic Asset Allocation Index of 97.0% as of June 2023. Strategic assets (PP&E of CL$764.47 Billion plus long-term investments of CL$-) total CL$764.47 Billion, measured against net assets of CL$787.83 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SMU S.A (SMU) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
SMU S.A Strategic Asset Allocation Index (2017–2022)
This chart shows how SMU S.A's Strategic Asset Allocation Index has evolved across 6 annual periods from 2017 to 2022. As of June 2023, the index stands at 97.0%, representing strategic assets of CL$764.47 Billion against net assets of CL$787.83 Billion CLP. For live market cap and overall valuation, see SMU stock market capitalisation.
Annual Strategic Asset Allocation Index for SMU S.A (2017–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for SMU S.A from 2017 to 2022, covering 6 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 shareholders equity of SMU S.A for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CLP) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 96.9% | CL$762.79 Billion | CL$762.79 Billion | CL$- | CL$787.33 Billion | ▲ +2.0 pp |
| 2021 | 94.8% | CL$713.96 Billion | CL$713.96 Billion | CL$- | CL$752.76 Billion | ▼ -0.8 pp |
| 2020 | 95.7% | CL$693.19 Billion | CL$693.19 Billion | CL$- | CL$724.52 Billion | ▼ -4.6 pp |
| 2019 | 100.3% | CL$723.29 Billion | CL$723.29 Billion | CL$- | CL$721.42 Billion | ▲ +37.1 pp |
| 2018 | 63.2% | CL$439.41 Billion | CL$439.41 Billion | CL$- | CL$695.28 Billion | ▼ -6.0 pp |
| 2017 | 69.2% | CL$409.97 Billion | CL$409.97 Billion | CL$- | CL$592.77 Billion | — |