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.
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. Explore cash efficiency ratio of PHOENIX N AG to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see PMN stock market capitalisation.
| 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 | — |