Alternative Investment Trust
Alternative Investment Trust is a balanced mutual fund launched by RE The Trust Company (RE Services) Limited. The fund is co-managed by Laxey Partners (UK) Limited and Laxey Partners Ltd. It invests in the equity and fixed income markets of Australia. The fund also invests in absolute return funds. It seeks to invest in stocks of companies that are operating across diversified sectors. The fund … Read more
Alternative Investment Trust - Asset Resilience Ratio
Alternative Investment Trust (AIQ) has an Asset Resilience Ratio of 97.81% as of December 2024. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2005–2024)
This chart shows how Alternative Investment Trust's Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.
Liquid Assets Composition Over Time
This chart breaks down Alternative Investment Trust's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$0.00 | 0% |
| Short-term Investments | AU$49.95 Million | 97.81% |
| Total Liquid Assets | AU$49.95 Million | 97.81% |
Asset Resilience Insights
- Very High Liquidity: Alternative Investment Trust maintains exceptional liquid asset reserves at 97.81% of total assets.
- This level provides strong protection against economic uncertainties but may indicate potential for more aggressive growth investments.
- The company has significant short-term investments, indicating active treasury management.
Alternative Investment Trust Industry Peers by Asset Resilience Ratio
Compare Alternative Investment Trust's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Jindal Poly Investment and Finance Company Limited
NSE:JPOLYINVST |
Asset Management | 0.00% |
|
Gibui Holdings Ltd
TA:GIBUI |
Asset Management | 8.57% |
|
Digital 9 Infrastructure PLC
LSE:DGI9 |
Asset Management | 20.70% |
|
Angel Oak Financial Strategies Income Term Trust
NYSE:FINS |
Asset Management | -31.09% |
|
Global Data Centre Group
AU:GDC |
Asset Management | 10.34% |
|
Hearts and Minds Investments Ltd
AU:HM1 |
Asset Management | 93.67% |
|
Altustfi
WAR:ALI |
Asset Management | 78.59% |
|
Worldsec Ltd
LSE:WSL |
Asset Management | 0.46% |
Annual Asset Resilience Ratio for Alternative Investment Trust (2005–2024)
The table below shows the annual Asset Resilience Ratio data for Alternative Investment Trust.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-12-31 | 97.81% | AU$49.95 Million | AU$51.07 Million | +13.06pp |
| 2023-12-31 | 84.75% | AU$40.72 Million | AU$48.04 Million | -7.89pp |
| 2022-12-31 | 92.64% | AU$44.82 Million | AU$48.38 Million | -0.95pp |
| 2021-12-31 | 93.59% | AU$40.11 Million | AU$42.86 Million | -5.74pp |
| 2020-12-31 | 99.33% | AU$40.77 Million | AU$41.05 Million | +37.98pp |
| 2019-12-31 | 61.35% | AU$16.85 Million | AU$27.47 Million | -0.58pp |
| 2018-12-31 | 61.94% | AU$7.96 Million | AU$12.84 Million | +6.92pp |
| 2017-12-31 | 55.01% | AU$6.86 Million | AU$12.47 Million | -20.68pp |
| 2016-12-31 | 75.69% | AU$10.73 Million | AU$14.18 Million | -3.72pp |
| 2015-12-31 | 79.41% | AU$14.60 Million | AU$18.39 Million | +2.98pp |
| 2014-12-31 | 76.43% | AU$17.84 Million | AU$23.34 Million | -9.33pp |
| 2013-12-31 | 85.75% | AU$29.42 Million | AU$34.30 Million | +84.99pp |
| 2012-12-31 | 0.77% | AU$547.00K | AU$71.25 Million | +0.52pp |
| 2008-12-31 | 0.24% | AU$2.45 Million | AU$1.00 Billion | -0.76pp |
| 2007-12-31 | 1.00% | AU$13.08 Million | AU$1.31 Billion | -90.96pp |
| 2006-12-31 | 91.96% | AU$507.27 Million | AU$551.64 Million | +2.68pp |
| 2005-12-31 | 89.27% | AU$545.35 Million | AU$610.88 Million | -- |