Investsmart Group Ltd (INV) — 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. See how leveraged is Investsmart Group Ltd's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Investsmart Group Ltd Strategic Asset Allocation Index (2002–2025)
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. For live market cap and overall valuation, see Investsmart Group Ltd stock valuation.
Annual Strategic Asset Allocation Index for Investsmart Group Ltd (2002–2025)
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. See Investsmart Group Ltd book value and equity for net asset value and shareholders' equity analysis.
| 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 | — |