Income Financial Trust
Income Financial Trust is an open-ended equity mutual fund launched by Quadravest Inc. The fund is managed by Quadravest Capital Management Inc. It invests in the public equity markets of North America. The fund seeks to invest in stocks of companies operating in the financial services sector. It invests in stocks of companies that are included in the Toronto Stock Exchange Financial Services Ind… Read more
Income Financial Trust - Asset Resilience Ratio
Income Financial Trust (INC-UN) has an Asset Resilience Ratio of 97.09% 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 (2010–2023)
This chart shows how Income Financial 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 Income Financial 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 | CA$0.00 | 0% |
| Short-term Investments | CA$24.13 Million | 97.09% |
| Total Liquid Assets | CA$24.13 Million | 97.09% |
Asset Resilience Insights
- Very High Liquidity: Income Financial Trust maintains exceptional liquid asset reserves at 97.09% 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.
Income Financial Trust Industry Peers by Asset Resilience Ratio
Compare Income Financial Trust'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 Income Financial Trust (2010–2023)
The table below shows the annual Asset Resilience Ratio data for Income Financial Trust.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2023-12-31 | 93.65% | CA$22.21 Million | CA$23.71 Million | +7.27pp |
| 2022-12-31 | 86.38% | CA$21.36 Million | CA$24.73 Million | -4.02pp |
| 2021-12-31 | 90.40% | CA$18.74 Million | CA$20.73 Million | -3.83pp |
| 2020-12-31 | 94.24% | CA$14.95 Million | CA$15.87 Million | -2.09pp |
| 2019-12-31 | 96.33% | CA$18.62 Million | CA$19.33 Million | +0.87pp |
| 2018-12-31 | 95.45% | CA$17.19 Million | CA$18.01 Million | +2.37pp |
| 2017-12-31 | 93.08% | CA$23.73 Million | CA$25.49 Million | -1.14pp |
| 2016-12-31 | 94.22% | CA$25.59 Million | CA$27.16 Million | -1.18pp |
| 2015-12-31 | 95.40% | CA$23.50 Million | CA$24.63 Million | +0.81pp |
| 2014-12-31 | 94.59% | CA$25.24 Million | CA$26.69 Million | +6.27pp |
| 2012-12-31 | 88.32% | CA$22.38 Million | CA$25.34 Million | -4.99pp |
| 2011-12-31 | 93.31% | CA$24.72 Million | CA$26.49 Million | -3.48pp |
| 2010-12-31 | 96.79% | CA$36.29 Million | CA$37.49 Million | -- |