DocMorris AG (DOCM) — Strategic Asset Allocation Index
DocMorris AG (DOCM) has a Strategic Asset Allocation Index of 9.5% as of June 2025. Strategic assets (PP&E of CHF45.82 Million plus long-term investments of CHF-) total CHF45.82 Million, measured against net assets of CHF480.35 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See DocMorris AG net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
DocMorris AG Strategic Asset Allocation Index (2012–2024)
This chart shows how DocMorris AG's Strategic Asset Allocation Index has evolved across 13 annual periods from 2012 to 2024. As of June 2025, the index stands at 9.5%, representing strategic assets of CHF45.82 Million against net assets of CHF480.35 Million CHF. For live market cap and overall valuation, see market value of DocMorris AG.
Annual Strategic Asset Allocation Index for DocMorris AG (2012–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for DocMorris AG from 2012 to 2024, covering 13 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 DocMorris AG net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 14.9% | CHF50.60 Million | CHF50.60 Million | CHF- | CHF340.11 Million | ▲ +0.5 pp |
| 2023 | 14.4% | CHF62.05 Million | CHF62.05 Million | CHF- | CHF430.53 Million | ▼ -13.2 pp |
| 2022 | 27.6% | CHF96.81 Million | CHF96.81 Million | CHF- | CHF350.78 Million | ▲ +7.2 pp |
| 2021 | 20.4% | CHF98.70 Million | CHF98.70 Million | CHF- | CHF484.92 Million | ▲ +2.2 pp |
| 2020 | 18.2% | CHF96.58 Million | CHF96.58 Million | CHF- | CHF531.74 Million | ▼ -0.9 pp |
| 2019 | 19.0% | CHF77.13 Million | CHF77.13 Million | CHF- | CHF405.54 Million | ▲ +11.0 pp |
| 2018 | 8.0% | CHF35.63 Million | CHF34.29 Million | CHF1.33 Million | CHF443.61 Million | ▼ -2.6 pp |
| 2017 | 10.6% | CHF31.14 Million | CHF29.68 Million | CHF1.45 Million | CHF294.22 Million | ▼ -18.5 pp |
| 2016 | 29.1% | CHF30.18 Million | CHF26.22 Million | CHF3.96 Million | CHF103.81 Million | ▼ -12.2 pp |
| 2015 | 41.3% | CHF30.03 Million | CHF26.19 Million | CHF3.84 Million | CHF72.78 Million | ▲ +8.7 pp |
| 2014 | 32.6% | CHF25.22 Million | CHF23.63 Million | CHF1.59 Million | CHF77.35 Million | ▲ +31.2 pp |
| 2013 | 1.4% | CHF1.00 Million | CHF- | CHF1.00 Million | CHF73.38 Million | ▲ +0.2 pp |
| 2012 | 1.2% | CHF1.00 Million | CHF- | CHF1.00 Million | CHF85.79 Million | — |