Investsmart Group Ltd Strategic Asset Allocation Index
Investsmart Group Ltd strategic asset allocation index. Investsmart Group Ltd (INV) has a Strategic Asset Allocation Index of 1239.1% as of June 2025. Strategic assets (PP&E of AU$299.75K plus long-term investments of AU$58.71 Million) total AU$59.01 Million, measured against net assets of AU$4.76 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible net worth ratio of Investsmart Group Ltd to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Investsmart Group Ltd (2002–2025)
Strategic asset allocation index of Investsmart Group Ltd from 2002 to 2025. This chart shows how Investsmart Group Ltd's Strategic Asset Allocation Index has evolved across 15 annual periods from 2002 to 2025. As of June 2025, the index stands at 1239.1%, representing strategic assets of AU$59.01 Million against net assets of AU$4.76 Million AUD.
Investsmart Group Ltd Strategic Asset Allocation Index by Year (2002–2025)
Investsmart Group Ltd strategic asset allocation index by year from 2002 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Investsmart Group Ltd from 2002 to 2025, covering 15 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 INV stock market capitalisation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 1239.1% | AU$59.01 Million | AU$299.75K | AU$58.71 Million | AU$4.76 Million | ▲ +1227.4 pp |
| 2024 | 11.7% | AU$534.15K | AU$470.76K | AU$63.39K | AU$4.55 Million | ▼ -2.2 pp |
| 2023 | 14.0% | AU$727.60K | AU$688.34K | AU$39.26K | AU$5.21 Million | ▼ -0.8 pp |
| 2022 | 14.8% | AU$896.44K | AU$887.54K | AU$8.90K | AU$6.07 Million | ▼ -37.3 pp |
| 2021 | 52.1% | AU$3.41 Million | AU$366.67K | AU$3.04 Million | AU$6.55 Million | ▲ +13.2 pp |
| 2020 | 38.9% | AU$2.46 Million | AU$532.19K | AU$1.93 Million | AU$6.32 Million | ▲ +11.0 pp |
| 2019 | 27.9% | AU$2.12 Million | AU$176.05K | AU$1.95 Million | AU$7.60 Million | ▼ -1.0 pp |
| 2018 | 28.9% | AU$2.62 Million | AU$237.20K | AU$2.39 Million | AU$9.07 Million | ▲ +1.9 pp |
| 2017 | 27.1% | AU$2.29 Million | AU$241.31K | AU$2.05 Million | AU$8.48 Million | ▲ +20.8 pp |
| 2016 | 6.2% | AU$1.90 Million | AU$264.34K | AU$1.64 Million | AU$30.61 Million | ▲ +5.4 pp |
| 2015 | 0.8% | AU$265.68K | AU$265.68K | AU$- | AU$33.66 Million | ▲ +0.3 pp |
| 2005 | 0.5% | AU$140.35K | AU$140.35K | AU$- | AU$30.24 Million | ▼ -2.3 pp |
| 2004 | 2.7% | AU$163.18K | AU$163.18K | AU$- | AU$5.94 Million | ▼ -29.1 pp |
| 2003 | 31.9% | AU$750.30K | AU$750.30K | AU$- | AU$2.35 Million | ▼ -1.6 pp |
| 2002 | 33.5% | AU$777.98K | AU$777.98K | AU$- | AU$2.33 Million | — |