IOOF Holdings Ltd
Insignia Financial Ltd. provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers in Australia. The company operates through five segments: Advice, Master Trust, Wrap, Asset Management and Corporate. The advice segment offers advice businesses, Bridges and Shadforth; provides financial advice. The master trust se… Read more
IOOF Holdings Ltd - Asset Resilience Ratio
IOOF Holdings Ltd (IOOFF) has an Asset Resilience Ratio of 1.81% as of June 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 (2008–2024)
This chart shows how IOOF Holdings 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 IOOF Holdings 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 | $0.00 | 0% |
| Short-term Investments | $64.80 Million | 1.81% |
| Total Liquid Assets | $64.80 Million | 1.81% |
Asset Resilience Insights
- Limited Liquidity: IOOF Holdings Ltd maintains only 1.81% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
IOOF Holdings Ltd Industry Peers by Asset Resilience Ratio
Compare IOOF Holdings 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 IOOF Holdings Ltd (2008–2024)
The table below shows the annual Asset Resilience Ratio data for IOOF Holdings Ltd.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-06-30 | 1.81% | $64.80 Million | $3.59 Billion | +0.06pp |
| 2023-06-30 | 1.74% | $87.30 Million | $5.00 Billion | -17.47pp |
| 2022-06-30 | 19.22% | $1.06 Billion | $5.51 Billion | -0.22pp |
| 2021-06-30 | 19.44% | $1.12 Billion | $5.76 Billion | -1.05pp |
| 2020-06-30 | 20.49% | $925.30 Million | $4.51 Billion | -1.10pp |
| 2019-06-30 | 21.59% | $800.00 Million | $3.71 Billion | +8.55pp |
| 2018-06-30 | 13.04% | $407.44 Million | $3.12 Billion | +13.04pp |
| 2017-06-30 | 0.00% | $18.00K | $2.75 Billion | -0.01pp |
| 2016-06-30 | 0.01% | $313.00K | $2.74 Billion | +0.00pp |
| 2015-06-30 | 0.01% | $197.00K | $2.80 Billion | -0.28pp |
| 2014-06-30 | 0.29% | $5.79 Million | $2.02 Billion | -0.58pp |
| 2013-06-30 | 0.87% | $16.85 Million | $1.95 Billion | -41.26pp |
| 2012-06-30 | 42.12% | $811.54 Million | $1.93 Billion | -6.47pp |
| 2011-06-30 | 48.60% | $1.00 Billion | $2.06 Billion | +22.69pp |
| 2010-06-30 | 25.90% | $542.67 Million | $2.09 Billion | +22.79pp |
| 2009-06-30 | 3.12% | $64.65 Million | $2.08 Billion | -1.23pp |
| 2008-06-30 | 4.34% | $61.75 Million | $1.42 Billion | -- |