Fuchs Petrolub SE Preference Shares (FPE3) — Strategic Asset Allocation Index
Fuchs Petrolub SE Preference Shares (FPE3) has a Strategic Asset Allocation Index of 41.8% as of June 2023. Strategic assets (PP&E of €727.00 Million plus long-term investments of €-) total €727.00 Million, measured against net assets of €1.74 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Fuchs Petrolub SE Preference Shares to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Fuchs Petrolub SE Preference Shares Strategic Asset Allocation Index (2013–2022)
This chart shows how Fuchs Petrolub SE Preference Shares's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of June 2023, the index stands at 41.8%, representing strategic assets of €727.00 Million against net assets of €1.74 Billion EUR. For live market cap and overall valuation, see FPE3 market cap.
Annual Strategic Asset Allocation Index for Fuchs Petrolub SE Preference Shares (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Fuchs Petrolub SE Preference Shares from 2013 to 2022, covering 10 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 FPE3 book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 40.8% | €751.00 Million | €751.00 Million | €- | €1.84 Billion | ▼ -1.6 pp |
| 2021 | 42.4% | €744.00 Million | €744.00 Million | €- | €1.76 Billion | ▼ -1.9 pp |
| 2020 | 44.3% | €700.00 Million | €700.00 Million | €- | €1.58 Billion | ▼ -0.7 pp |
| 2019 | 45.0% | €702.00 Million | €647.00 Million | €55.00 Million | €1.56 Billion | ▲ +6.1 pp |
| 2018 | 38.9% | €566.00 Million | €521.00 Million | €45.00 Million | €1.46 Billion | ▼ -0.1 pp |
| 2017 | 38.9% | €509.00 Million | €471.00 Million | €38.00 Million | €1.31 Billion | ▲ +0.3 pp |
| 2016 | 38.7% | €466.00 Million | €427.00 Million | €39.00 Million | €1.21 Billion | ▲ +0.8 pp |
| 2015 | 37.8% | €405.00 Million | €365.00 Million | €40.00 Million | €1.07 Billion | ▼ -1.0 pp |
| 2014 | 38.8% | €355.20 Million | €312.40 Million | €42.80 Million | €915.60 Million | ▲ +0.1 pp |
| 2013 | 38.7% | €330.40 Million | €284.50 Million | €45.90 Million | €853.50 Million | — |