Warteck Invest Ltd (WARN) — Strategic Asset Allocation Index
Warteck Invest Ltd (WARN) has a Strategic Asset Allocation Index of 0.2% as of December 2025. Strategic assets (PP&E of CHF971.00K plus long-term investments of CHF-) total CHF971.00K, measured against net assets of CHF540.70 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Warteck Invest Ltd balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Warteck Invest Ltd Strategic Asset Allocation Index (2014–2025)
This chart shows how Warteck Invest Ltd's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 0.2%, representing strategic assets of CHF971.00K against net assets of CHF540.70 Million CHF. For live market cap and overall valuation, see Warteck Invest Ltd (WARN) total market value.
Annual Strategic Asset Allocation Index for Warteck Invest Ltd (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Warteck Invest Ltd from 2014 to 2025, covering 12 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 Warteck Invest Ltd book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 0.2% | CHF971.00K | CHF971.00K | CHF- | CHF540.70 Million | ▼ 0.0 pp |
| 2024 | 0.2% | CHF969.00K | CHF969.00K | CHF- | CHF517.61 Million | ▼ 0.0 pp |
| 2023 | 0.2% | CHF947.00K | CHF947.00K | CHF- | CHF419.80 Million | ▲ +0.2 pp |
| 2022 | 0.0% | CHF154.00K | CHF154.00K | CHF- | CHF421.11 Million | ▼ 0.0 pp |
| 2021 | 0.0% | CHF176.00K | CHF176.00K | CHF- | CHF416.67 Million | ▼ -206.3 pp |
| 2020 | 206.3% | CHF838.73 Million | CHF838.73 Million | CHF- | CHF406.57 Million | ▲ +2.8 pp |
| 2019 | 203.5% | CHF808.31 Million | CHF808.31 Million | CHF- | CHF397.12 Million | ▼ -55.9 pp |
| 2018 | 259.5% | CHF782.77 Million | CHF782.77 Million | CHF- | CHF301.69 Million | ▲ +17.7 pp |
| 2017 | 241.8% | CHF717.82 Million | CHF717.82 Million | CHF- | CHF296.87 Million | ▲ +14.7 pp |
| 2016 | 227.1% | CHF667.50 Million | CHF667.50 Million | CHF- | CHF293.89 Million | ▲ +24.3 pp |
| 2015 | 202.8% | CHF592.62 Million | CHF592.62 Million | CHF- | CHF292.24 Million | ▼ -62.4 pp |
| 2014 | 265.2% | CHF564.21 Million | CHF564.21 Million | CHF- | CHF212.77 Million | — |