Volta Finance Ltd
Volta Finance Limited is a closed-ended fixed income mutual fund launched and managed by AXA Investment Managers Paris S.A. The fund invests in the fixed income markets of Europe and the United States. It primarily invests in corporate credits, sovereign and quasi-sovereign debt, residential mortgage loans, CDOs, ABS, leveraged loans, automobile loans, and debt interests in infrastructure assets.… Read more
Volta Finance Ltd - Asset Resilience Ratio
Volta Finance Ltd (VTAS) has an Asset Resilience Ratio of 89.30% as of January 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 (2012–2023)
This chart shows how Volta Finance Ltd's Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.
Liquid Assets Composition Over Time
This chart breaks down Volta Finance Ltd'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 | GBX0.00 | 0% |
| Short-term Investments | GBX237.32 Million | 89.3% |
| Total Liquid Assets | GBX237.32 Million | 89.30% |
Asset Resilience Insights
- Very High Liquidity: Volta Finance Ltd maintains exceptional liquid asset reserves at 89.30% 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.
Volta Finance Ltd Industry Peers by Asset Resilience Ratio
Compare Volta Finance Ltd's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Bexil Cp
PINK:BXLC |
Asset Management | 79.25% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
BlackRock Capital Allocation Trust
NYSE:BCAT |
Asset Management | 0.01% |
|
Big Tech 50 R&D-Limited Partnership
TA:BIGT |
Asset Management | 6.93% |
|
Zhuhai Huajin Capital Co Ltd
SHE:000532 |
Asset Management | 5.10% |
|
Shaanxi International Trust Co Ltd
SHE:000563 |
Asset Management | 10.77% |
|
Sichuan Shuangma Cement Co Ltd
SHE:000935 |
Asset Management | 0.22% |
|
Sk Securities
KO:001510 |
Asset Management | 0.48% |
Annual Asset Resilience Ratio for Volta Finance Ltd (2012–2023)
The table below shows the annual Asset Resilience Ratio data for Volta Finance Ltd.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2023-07-31 | 87.75% | GBX223.34 Million | GBX254.51 Million | -0.52pp |
| 2022-07-31 | 88.27% | GBX214.43 Million | GBX242.91 Million | -3.40pp |
| 2021-07-31 | 91.67% | GBX259.05 Million | GBX282.59 Million | -2.48pp |
| 2020-07-31 | 94.15% | GBX201.66 Million | GBX214.19 Million | +18.17pp |
| 2019-07-31 | 75.98% | GBX263.08 Million | GBX346.24 Million | +6.23pp |
| 2018-07-31 | 69.75% | GBX251.39 Million | GBX360.40 Million | -0.60pp |
| 2017-07-31 | 70.35% | GBX252.80 Million | GBX359.35 Million | -2.03pp |
| 2016-07-31 | 72.38% | GBX247.00 Million | GBX341.27 Million | -2.77pp |
| 2015-07-31 | 75.15% | GBX259.90 Million | GBX345.83 Million | -17.78pp |
| 2014-07-31 | 92.93% | GBX256.29 Million | GBX275.79 Million | -2.51pp |
| 2013-07-31 | 95.44% | GBX238.70 Million | GBX250.11 Million | +88.05pp |
| 2012-07-31 | 7.38% | GBX13.01 Million | GBX176.13 Million | -- |