PHOENIX N AG (PMN) — Strategic Asset Allocation Index
PHOENIX N AG (PMN) has a Strategic Asset Allocation Index of 67.0% as of June 2025. Strategic assets (PP&E of CHF173.50 Million plus long-term investments of CHF-) total CHF173.50 Million, measured against net assets of CHF258.80 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PHOENIX N AG net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
PHOENIX N AG Strategic Asset Allocation Index (2020–2024)
This chart shows how PHOENIX N AG's Strategic Asset Allocation Index has evolved across 5 annual periods from 2020 to 2024. As of June 2025, the index stands at 67.0%, representing strategic assets of CHF173.50 Million against net assets of CHF258.80 Million CHF. For live market cap and overall valuation, see market value of PHOENIX N AG.
Annual Strategic Asset Allocation Index for PHOENIX N AG (2020–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for PHOENIX N AG from 2020 to 2024, covering 5 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 PHOENIX N AG shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 60.4% | CHF175.01 Million | CHF175.01 Million | CHF- | CHF289.73 Million | ▲ +5.5 pp |
| 2023 | 54.9% | CHF156.19 Million | CHF156.19 Million | CHF- | CHF284.71 Million | ▼ -5.9 pp |
| 2022 | 60.7% | CHF158.69 Million | CHF158.69 Million | CHF- | CHF261.29 Million | ▲ +3.1 pp |
| 2021 | 57.6% | CHF140.68 Million | CHF140.68 Million | CHF- | CHF244.25 Million | ▼ -9.8 pp |
| 2020 | 67.4% | CHF129.56 Million | CHF129.56 Million | CHF- | CHF192.35 Million | — |