Fundamenta Real Estate AG (FREN) — 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. Check FREN financial resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Fundamenta Real Estate AG Strategic Asset Allocation Index (2016–2022)
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. See FREN financial flexibility score to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Fundamenta Real Estate AG (2016–2022)
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 the full company profile including market capitalisation, 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 | — |