Plato Income Maximiser Ltd - Asset Resilience Ratio

Latest as of December 2024: 98.21%

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.

Liquid Assets

AU$823.11 Million
≈ $582.40 Million USD Cash + Short-term Investments

Total Assets

AU$838.10 Million
≈ $593.01 Million USD All company assets

Resilience Assessment

Very High
Financial Resilience Level

Asset Resilience Ratio Trend (2016–2024)

This chart shows how Plato Income Maximiser Ltd's Asset Resilience Ratio has changed over time. Check strategic asset allocation of Plato Income Maximiser Ltd to assess the company's strategic physical and investment asset allocation.

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) market capitalisation.

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
Gryphon Capital Income Trust
AU:GCI
Asset Management 1.82%
Northern Trust Corporation
NASDAQ:NTRS
Asset Management 6.11%
Franklin Resources Inc
NYSE:BEN
Asset Management 10.71%
Sprott Physical Gold and Silver Trust
TO:CEF
Asset Management 99.66%
Janus Henderson Group PLC
F:HDJA
Asset Management 18.51%
Maase Inc.
NASDAQ:MAAS
Asset Management 13.56%
KBC Ancora
BR:KBCA
Asset Management 1.63%
Argo Investments Ltd
AU:ARG
Asset Management 0.46%

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
--
pp = percentage points

About Plato Income Maximiser Ltd

AU:PL8 Australia Asset Management
Market Cap
$746.89 Million
AU$1.06 Billion AUD
Market Cap Rank
#10004 Global
#263 in Australia
Share Price
AU$1.41
Change (1 day)
+0.00%
52-Week Range
AU$1.28 - AU$1.52
All Time High
AU$1.52
About

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.