Cadence Opportunities Fund Ltd (CDO) — Strategic Asset Allocation Index

Latest as of June 2024: 109.3%

Cadence Opportunities Fund Ltd (CDO) has a Strategic Asset Allocation Index of 109.3% as of June 2024. Strategic assets (PP&E of AU$- plus long-term investments of AU$35.62 Million) total AU$35.62 Million, measured against net assets of AU$32.58 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CDO net asset quality index to measure how much of total assets are equity-financed.

SAAI

109.3%
Strategic Assets / Net Assets

Strategic Assets

AU$35.62 Million
PP&E + LT Investments

PP&E

AU$-
AUD

Net Assets

AU$32.58 Million
AUD

Cadence Opportunities Fund Ltd Strategic Asset Allocation Index (2021–2024)

This chart shows how Cadence Opportunities Fund Ltd's Strategic Asset Allocation Index has evolved across 4 annual periods from 2021 to 2024. As of June 2024, the index stands at 109.3%, representing strategic assets of AU$35.62 Million against net assets of AU$32.58 Million AUD. For live market cap and overall valuation, see market value of Cadence Opportunities Fund Ltd.

Annual Strategic Asset Allocation Index for Cadence Opportunities Fund Ltd (2021–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Cadence Opportunities Fund Ltd from 2021 to 2024, covering 4 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. See Cadence Opportunities Fund Ltd net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (AUD) PP&E LT Investments Net Assets Change (pp)
2024 109.3% AU$35.62 Million AU$- AU$35.62 Million AU$32.58 Million ▲ +53.2 pp
2023 56.2% AU$18.09 Million AU$- AU$18.09 Million AU$32.18 Million ▼ -2.8 pp
2022 59.0% AU$20.66 Million AU$- AU$20.66 Million AU$35.01 Million ▼ -34.9 pp
2021 93.9% AU$21.40 Million AU$- AU$21.40 Million AU$22.79 Million
pp = percentage points