Alternative Investment Trust (AIQ) — Strategic Asset Allocation Index

Latest as of December 2021: 94.0%

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. For live market cap and overall valuation, see how much is Alternative Investment Trust worth.

SAAI

94.0%
Strategic Assets / Net Assets

Strategic Assets

AU$40.11 Million
PP&E + LT Investments

PP&E

AU$-
AUD

Net Assets

AU$42.68 Million
AUD

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. See net asset quality index of Alternative Investment Trust to measure how much of total assets are equity-financed.

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. Also explore Alternative Investment Trust annual equity growth to track the company's year-over-year net asset growth rate.

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
pp = percentage points