Plato Income Maximiser Ltd - Asset Resilience Ratio
Plato Income Maximiser Ltd (PL8) has an Asset Resilience Ratio of 98.21% 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. Read Plato Income Maximiser Ltd total liabilities for a breakdown of total debt and financial obligations.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2016–2024)
This chart shows how Plato Income Maximiser Ltd's Asset Resilience Ratio has changed over time. See Plato Income Maximiser Ltd (PL8) net assets for net asset value and shareholders' equity analysis.
Liquid Assets Composition Over Time
This chart breaks down Plato Income Maximiser Ltd's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see Plato Income Maximiser Ltd (PL8) total market value.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$0.00 | 0% |
| Short-term Investments | AU$823.11 Million | 98.21% |
| Total Liquid Assets | AU$823.11 Million | 98.21% |
Asset Resilience Insights
- Very High Liquidity: Plato Income Maximiser Ltd maintains exceptional liquid asset reserves at 98.21% 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.
Plato Income Maximiser Ltd Industry Peers by Asset Resilience Ratio
Compare Plato Income Maximiser Ltd's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
BlackRock Technology and Private Equity Term Trust
NYSE:BTX |
Asset Management | 5.59% |
|
Sprott Physical Silver
TO:PSLV |
Asset Management | 99.90% |
|
Groep Brussel Lambert NV
BR:GBLB |
Asset Management | 6.95% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.91% |
|
Australian Foundation Investment Company Ltd
AU:AFI |
Asset Management | 0.00% |
|
Argo Investments Ltd
AU:ARG |
Asset Management | 0.46% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
Cuprum
SN:CUPRUM |
Asset Management | 5.84% |
Annual Asset Resilience Ratio for Plato Income Maximiser Ltd (2016–2024)
The table below shows the annual Asset Resilience Ratio data for Plato Income Maximiser Ltd.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-06-30 | 97.57% | AU$803.03 Million ≈ $568.19 Million |
AU$823.03 Million ≈ $582.35 Million |
+2.67pp |
| 2023-06-30 | 94.90% | AU$647.04 Million ≈ $457.82 Million |
AU$681.78 Million ≈ $482.40 Million |
+4.03pp |
| 2022-06-30 | 90.88% | AU$525.41 Million ≈ $371.76 Million |
AU$578.15 Million ≈ $409.08 Million |
-8.04pp |
| 2021-06-30 | 98.92% | AU$483.14 Million ≈ $341.86 Million |
AU$488.41 Million ≈ $345.58 Million |
+5.06pp |
| 2020-06-30 | 93.86% | AU$406.44 Million ≈ $287.58 Million |
AU$433.03 Million ≈ $306.39 Million |
-3.67pp |
| 2019-06-30 | 97.53% | AU$324.24 Million ≈ $229.42 Million |
AU$332.46 Million ≈ $235.24 Million |
-0.90pp |
| 2018-06-30 | 98.42% | AU$323.95 Million ≈ $229.22 Million |
AU$329.14 Million ≈ $232.89 Million |
+4.18pp |
| 2017-06-30 | 94.25% | AU$305.30 Million ≈ $216.02 Million |
AU$323.94 Million ≈ $229.21 Million |
-- |
| 2016-12-31 | 0.00% | AU$0.00 ≈ $0.00 |
AU$323.94 Million ≈ $229.21 Million |
-- |
About Plato Income Maximiser Ltd
Plato Income Maximiser Limited is a privately owned investment manager. The firm provides its services to SMSF and pension-phase investors. It invests in public equity markets of Australia. The firm invests in diversified portfolio of Australian shares with an income focus. Plato Income Maximiser Limited was founded on April 21, 2017 and is based in New South Wales, Australia.