Alternative Investment Trust (AIQ) — Strategic Asset Allocation Index
Alternative Investment Trust (AIQ) has a Strategic Asset Allocation Index of 94.0% as of December 2021. Strategic assets (PP&E of AU$- plus long-term investments of AU$40.11 Million) total AU$40.11 Million, measured against net assets of AU$42.68 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Alternative Investment Trust tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Alternative Investment Trust Strategic Asset Allocation Index (2016–2021)
This chart shows how Alternative Investment Trust's Strategic Asset Allocation Index has evolved across 5 annual periods from 2016 to 2021. As of December 2021, the index stands at 94.0%, representing strategic assets of AU$40.11 Million against net assets of AU$42.68 Million AUD.
Annual Strategic Asset Allocation Index for Alternative Investment Trust (2016–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Alternative Investment Trust from 2016 to 2021, covering 5 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market value of Alternative Investment Trust.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 94.0% | AU$40.11 Million | AU$- | AU$40.11 Million | AU$42.68 Million | ▲ +3.4 pp |
| 2020 | 90.6% | AU$33.47 Million | AU$- | AU$33.47 Million | AU$36.94 Million | ▲ +29.0 pp |
| 2019 | 61.6% | AU$16.85 Million | AU$- | AU$16.85 Million | AU$27.34 Million | ▲ +5.6 pp |
| 2017 | 56.0% | AU$6.86 Million | AU$- | AU$6.86 Million | AU$12.24 Million | ▼ -20.7 pp |
| 2016 | 76.8% | AU$10.73 Million | AU$- | AU$10.73 Million | AU$13.98 Million | — |