Carlton Investments Ltd (CIN) — Strategic Asset Allocation Index
Carlton Investments Ltd (CIN) has a Strategic Asset Allocation Index of 122.1% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$1.27 Billion) total AU$1.27 Billion, measured against net assets of AU$1.04 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Carlton Investments Ltd (CIN) liquid assets ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Carlton Investments Ltd Strategic Asset Allocation Index (2014–2025)
This chart shows how Carlton Investments Ltd's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the index stands at 122.1%, representing strategic assets of AU$1.27 Billion against net assets of AU$1.04 Billion AUD. See Carlton Investments Ltd (CIN) financial flexibility to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Carlton Investments Ltd (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Carlton Investments Ltd from 2014 to 2025, covering 12 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 the full company profile including market capitalisation, see Carlton Investments Ltd stock valuation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 122.1% | AU$1.27 Billion | AU$- | AU$1.27 Billion | AU$1.04 Billion | ▲ +3.2 pp |
| 2024 | 118.9% | AU$1.05 Billion | AU$- | AU$1.05 Billion | AU$879.73 Million | ▲ +0.5 pp |
| 2023 | 118.4% | AU$977.40 Million | AU$- | AU$977.40 Million | AU$825.85 Million | ▲ +0.6 pp |
| 2022 | 117.7% | AU$964.30 Million | AU$- | AU$964.30 Million | AU$819.26 Million | ▼ -1.2 pp |
| 2021 | 118.9% | AU$1.01 Billion | AU$- | AU$1.01 Billion | AU$847.00 Million | ▲ +6.5 pp |
| 2020 | 112.4% | AU$733.52 Million | AU$- | AU$733.52 Million | AU$652.51 Million | ▼ -6.6 pp |
| 2019 | 119.0% | AU$966.35 Million | AU$- | AU$966.35 Million | AU$811.72 Million | ▼ -0.5 pp |
| 2018 | 119.5% | AU$974.72 Million | AU$- | AU$974.72 Million | AU$815.46 Million | ▼ -0.2 pp |
| 2017 | 119.8% | AU$963.12 Million | AU$- | AU$963.12 Million | AU$804.18 Million | ▼ -0.5 pp |
| 2016 | 120.2% | AU$933.46 Million | AU$- | AU$933.46 Million | AU$776.46 Million | ▲ +2.5 pp |
| 2015 | 117.8% | AU$893.58 Million | AU$- | AU$893.58 Million | AU$758.79 Million | ▲ +4.2 pp |
| 2014 | 113.5% | AU$768.02 Million | AU$- | AU$768.02 Million | AU$676.57 Million | — |