The Phoenix Holdings Ltd. (PHOE) — Strategic Asset Allocation Index
The Phoenix Holdings Ltd. (PHOE) has a Strategic Asset Allocation Index of 1082.3% as of September 2025. Strategic assets (PP&E of ILA- plus long-term investments of ILA133.76 Billion) total ILA133.76 Billion, measured against net assets of ILA12.36 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
The Phoenix Holdings Ltd. Strategic Asset Allocation Index (2013–2024)
This chart shows how The Phoenix Holdings Ltd.'s Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the index stands at 1082.3%, representing strategic assets of ILA133.76 Billion against net assets of ILA12.36 Billion ILA. Explore The Phoenix Holdings Ltd. cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for The Phoenix Holdings Ltd. (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for The Phoenix Holdings Ltd. from 2013 to 2024, 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. For the full company profile including market capitalisation, see PHOE market cap overview.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 1034.4% | ILA126.74 Billion | ILA- | ILA126.74 Billion | ILA12.25 Billion | ▼ -17.6 pp |
| 2023 | 1051.9% | ILA114.61 Billion | ILA- | ILA114.61 Billion | ILA10.90 Billion | ▲ +19.7 pp |
| 2022 | 1032.2% | ILA108.73 Billion | ILA1.15 Billion | ILA107.58 Billion | ILA10.53 Billion | ▼ -88.8 pp |
| 2021 | 1121.0% | ILA111.24 Billion | ILA902.24 Million | ILA110.34 Billion | ILA9.92 Billion | ▼ -36.5 pp |
| 2020 | 1157.5% | ILA93.55 Billion | ILA861.87 Million | ILA92.68 Billion | ILA8.08 Billion | ▼ -242.2 pp |
| 2019 | 1399.7% | ILA90.86 Billion | ILA769.66 Million | ILA90.09 Billion | ILA6.49 Billion | ▲ +259.9 pp |
| 2018 | 1139.8% | ILA73.25 Billion | ILA579.27 Million | ILA72.67 Billion | ILA6.43 Billion | ▼ -272.3 pp |
| 2017 | 1412.2% | ILA81.13 Billion | ILA577.34 Million | ILA80.55 Billion | ILA5.74 Billion | ▼ -99.3 pp |
| 2016 | 1511.5% | ILA73.14 Billion | ILA547.77 Million | ILA72.59 Billion | ILA4.84 Billion | ▲ +502.5 pp |
| 2015 | 1009.0% | ILA43.12 Billion | ILA536.65 Million | ILA42.58 Billion | ILA4.27 Billion | ▼ -286.1 pp |
| 2014 | 1295.0% | ILA50.88 Billion | ILA370.60 Million | ILA50.51 Billion | ILA3.93 Billion | ▲ +808.7 pp |
| 2013 | 486.3% | ILA17.77 Billion | ILA376.95 Million | ILA17.40 Billion | ILA3.65 Billion | — |