Fundamenta Real Estate AG Strategic Asset Allocation Index
Fundamenta Real Estate AG strategic asset allocation index. Fundamenta Real Estate AG (FREN) has a Strategic Asset Allocation Index of 13.6% as of June 2023. Strategic assets (PP&E of CHF67.10 Million plus long-term investments of CHF-) total CHF67.10 Million, measured against net assets of CHF495.19 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See FREN equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Fundamenta Real Estate AG (2016–2022)
Strategic asset allocation index of Fundamenta Real Estate AG from 2016 to 2022. This chart shows how Fundamenta Real Estate AG's Strategic Asset Allocation Index has evolved across 7 annual periods from 2016 to 2022. As of June 2023, the index stands at 13.6%, representing strategic assets of CHF67.10 Million against net assets of CHF495.19 Million CHF. Check Fundamenta Real Estate AG tangible book value ratio to evaluate the tangible quality of the company's equity base.
Fundamenta Real Estate AG Strategic Asset Allocation Index by Year (2016–2022)
Fundamenta Real Estate AG strategic asset allocation index by year from 2016 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Fundamenta Real Estate AG from 2016 to 2022, covering 7 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 FREN stock market capitalisation.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 5.2% | CHF26.37 Million | CHF26.37 Million | CHF- | CHF506.68 Million | ▼ -0.1 pp |
| 2021 | 5.3% | CHF26.38 Million | CHF26.38 Million | CHF- | CHF500.94 Million | ▼ -5.7 pp |
| 2020 | 11.0% | CHF43.64 Million | CHF43.64 Million | CHF- | CHF397.26 Million | ▼ -6.7 pp |
| 2019 | 17.7% | CHF67.69 Million | CHF67.69 Million | CHF- | CHF383.09 Million | ▲ +5.8 pp |
| 2018 | 11.9% | CHF43.97 Million | CHF43.97 Million | CHF- | CHF369.27 Million | ▲ +5.3 pp |
| 2017 | 6.6% | CHF18.06 Million | CHF18.06 Million | CHF- | CHF273.42 Million | ▼ -13.8 pp |
| 2016 | 20.4% | CHF40.82 Million | CHF40.82 Million | CHF- | CHF200.50 Million | — |