Chartwell Retirement Residences Strategic Asset Allocation Index
Chartwell Retirement Residences strategic asset allocation index. Chartwell Retirement Residences (CSH-UN) has a Strategic Asset Allocation Index of 1.2% as of December 2025. Strategic assets (PP&E of CA$- plus long-term investments of CA$20.18 Million) total CA$20.18 Million, measured against net assets of CA$1.71 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Chartwell Retirement Residences tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Chartwell Retirement Residences (2013–2025)
Strategic asset allocation index of Chartwell Retirement Residences from 2013 to 2025. This chart shows how Chartwell Retirement Residences's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of December 2025, the index stands at 1.2%, representing strategic assets of CA$20.18 Million against net assets of CA$1.71 Billion CAD.
Chartwell Retirement Residences Strategic Asset Allocation Index by Year (2013–2025)
Chartwell Retirement Residences strategic asset allocation index by year from 2013 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Chartwell Retirement Residences from 2013 to 2025, covering 13 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 live market cap and overall valuation, see Chartwell Retirement Residences (CSH-UN) market capitalisation.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 1.2% | CA$20.18 Million | CA$- | CA$20.18 Million | CA$1.71 Billion | ▼ -1.3 pp |
| 2024 | 2.4% | CA$26.22 Million | CA$- | CA$26.22 Million | CA$1.07 Billion | ▲ +0.6 pp |
| 2023 | 1.9% | CA$14.98 Million | CA$- | CA$14.98 Million | CA$791.46 Million | ▼ -409.4 pp |
| 2022 | 411.3% | CA$3.17 Billion | CA$3.15 Billion | CA$12.95 Million | CA$769.80 Million | ▲ +30.7 pp |
| 2021 | 380.5% | CA$3.14 Billion | CA$3.13 Billion | CA$8.95 Million | CA$826.11 Million | ▼ -57.8 pp |
| 2020 | 438.4% | CA$3.22 Billion | CA$3.20 Billion | CA$17.10 Million | CA$733.98 Million | ▲ +49.2 pp |
| 2019 | 389.1% | CA$3.26 Billion | CA$3.24 Billion | CA$19.32 Million | CA$837.57 Million | ▲ +56.1 pp |
| 2018 | 333.0% | CA$3.11 Billion | CA$3.07 Billion | CA$34.87 Million | CA$933.52 Million | ▲ +57.8 pp |
| 2017 | 275.1% | CA$2.78 Billion | CA$2.74 Billion | CA$37.56 Million | CA$1.01 Billion | ▼ -37.4 pp |
| 2016 | 312.6% | CA$2.58 Billion | CA$2.55 Billion | CA$30.82 Million | CA$824.98 Million | ▼ -18.4 pp |
| 2015 | 331.0% | CA$2.41 Billion | CA$2.38 Billion | CA$33.99 Million | CA$729.52 Million | ▼ -242.6 pp |
| 2014 | 573.6% | CA$2.49 Billion | CA$2.46 Billion | CA$23.43 Million | CA$433.60 Million | ▲ +56.7 pp |
| 2013 | 516.9% | CA$2.63 Billion | CA$2.60 Billion | CA$28.32 Million | CA$509.23 Million | — |