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 tangible net worth ratio of Carlton Investments Ltd to evaluate the tangible quality of the company's equity base.
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.
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 live market cap and overall valuation, see CIN stock market capitalisation.
| 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 | — |