Lowell Resources Fund (LRT) — Strategic Asset Allocation Index
Lowell Resources Fund (LRT) has a Strategic Asset Allocation Index of 92.1% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$66.62 Million) total AU$66.62 Million, measured against net assets of AU$72.33 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Lowell Resources Fund to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Lowell Resources Fund Strategic Asset Allocation Index (2017–2024)
This chart shows how Lowell Resources Fund's Strategic Asset Allocation Index has evolved across 8 annual periods from 2017 to 2024. As of June 2025, the index stands at 92.1%, representing strategic assets of AU$66.62 Million against net assets of AU$72.33 Million AUD. For live market cap and overall valuation, see Lowell Resources Fund stock valuation.
Annual Strategic Asset Allocation Index for Lowell Resources Fund (2017–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Lowell Resources Fund from 2017 to 2024, covering 8 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 LRT net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 92.1% | AU$66.62 Million | AU$- | AU$66.62 Million | AU$72.33 Million | ▼ -6.3 pp |
| 2023 | 98.4% | AU$41.24 Million | AU$- | AU$41.24 Million | AU$41.92 Million | ▲ +3.8 pp |
| 2022 | 94.6% | AU$42.30 Million | AU$- | AU$42.30 Million | AU$44.74 Million | ▼ -2.1 pp |
| 2021 | 96.7% | AU$42.33 Million | AU$- | AU$42.33 Million | AU$43.78 Million | ▼ -0.1 pp |
| 2020 | 96.8% | AU$44.22 Million | AU$- | AU$44.22 Million | AU$45.71 Million | ▲ +11.5 pp |
| 2019 | 85.2% | AU$28.46 Million | AU$- | AU$28.46 Million | AU$33.40 Million | ▼ -6.6 pp |
| 2018 | 91.8% | AU$14.73 Million | AU$- | AU$14.73 Million | AU$16.04 Million | ▲ +6.9 pp |
| 2017 | 85.0% | AU$19.23 Million | AU$- | AU$19.23 Million | AU$22.63 Million | — |