Western Investment Company of Canada Limited Strategic Asset Allocation Index

Latest as of September 2025: 25.7%

Western Investment Company of Canada Limited strategic asset allocation index. Western Investment Company of Canada Limited (WI) has a Strategic Asset Allocation Index of 25.7% as of September 2025. Strategic assets (PP&E of CA$- plus long-term investments of CA$16.97 Million) total CA$16.97 Million, measured against net assets of CA$66.12 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check WI tangible net assets ratio to evaluate the tangible quality of the company's equity base.

SAAI

25.7%
Strategic Assets / Net Assets

Strategic Assets

CA$16.97 Million
PP&E + LT Investments

PP&E

CA$-
CAD

Net Assets

CA$66.12 Million
CAD

Strategic Asset Allocation Index of Western Investment Company of Canada Limited (2016–2024)

Strategic asset allocation index of Western Investment Company of Canada Limited from 2016 to 2024. This chart shows how Western Investment Company of Canada Limited's Strategic Asset Allocation Index has evolved across 9 annual periods from 2016 to 2024. As of September 2025, the index stands at 25.7%, representing strategic assets of CA$16.97 Million against net assets of CA$66.12 Million CAD.

Western Investment Company of Canada Limited Strategic Asset Allocation Index by Year (2016–2024)

Western Investment Company of Canada Limited strategic asset allocation index by year from 2016 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Western Investment Company of Canada Limited from 2016 to 2024, covering 9 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 Western Investment Company of Canada Lim market capitalisation.

Year SAAI Strategic Assets (CAD) PP&E LT Investments Net Assets Change (pp)
2024 36.8% CA$22.35 Million CA$- CA$22.35 Million CA$60.74 Million ▼ -107.7 pp
2023 144.5% CA$18.47 Million CA$- CA$18.47 Million CA$12.78 Million ▲ +4.4 pp
2022 140.1% CA$17.34 Million CA$- CA$17.34 Million CA$12.38 Million ▲ +3.9 pp
2021 136.2% CA$18.69 Million CA$- CA$18.69 Million CA$13.72 Million ▲ +8.0 pp
2020 128.2% CA$18.72 Million CA$- CA$18.72 Million CA$14.61 Million ▲ +10.2 pp
2019 117.9% CA$21.49 Million CA$- CA$21.49 Million CA$18.22 Million ▲ +8.5 pp
2018 109.4% CA$17.68 Million CA$- CA$17.68 Million CA$16.17 Million ▲ +46.4 pp
2017 63.0% CA$9.27 Million CA$- CA$9.27 Million CA$14.72 Million ▼ -36.9 pp
2016 99.9% CA$3.79 Million CA$- CA$3.79 Million CA$3.79 Million —
pp = percentage points