Morphic Ethical Equities Fund Ltd Strategic Asset Allocation Index
Morphic Ethical Equities Fund Ltd strategic asset allocation index. Morphic Ethical Equities Fund Ltd (MEC) has a Strategic Asset Allocation Index of 105.9% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$43.97 Million) total AU$43.97 Million, measured against net assets of AU$41.51 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MEC equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Morphic Ethical Equities Fund Ltd (2016–2025)
Strategic asset allocation index of Morphic Ethical Equities Fund Ltd from 2016 to 2025. This chart shows how Morphic Ethical Equities Fund Ltd's Strategic Asset Allocation Index has evolved across 8 annual periods from 2016 to 2025. As of June 2025, the index stands at 105.9%, representing strategic assets of AU$43.97 Million against net assets of AU$41.51 Million AUD. Check how tangible is Morphic Ethical Equities Fund Ltd's equity to evaluate the tangible quality of the company's equity base.
Morphic Ethical Equities Fund Ltd Strategic Asset Allocation Index by Year (2016–2025)
Morphic Ethical Equities Fund Ltd strategic asset allocation index by year from 2016 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Morphic Ethical Equities Fund Ltd from 2016 to 2025, 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. For live market cap and overall valuation, see MEC market cap.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 105.9% | AU$43.97 Million | AU$- | AU$43.97 Million | AU$41.51 Million | ▲ +10.5 pp |
| 2024 | 95.5% | AU$39.46 Million | AU$- | AU$39.46 Million | AU$41.34 Million | ▼ -3.6 pp |
| 2023 | 99.1% | AU$62.07 Million | AU$- | AU$62.07 Million | AU$62.65 Million | ▼ -1.2 pp |
| 2021 | 100.3% | AU$73.37 Million | AU$- | AU$73.37 Million | AU$73.16 Million | ▼ -2.4 pp |
| 2020 | 102.7% | AU$62.79 Million | AU$- | AU$62.79 Million | AU$61.14 Million | ▼ -31.0 pp |
| 2019 | 133.7% | AU$79.65 Million | AU$- | AU$79.65 Million | AU$59.58 Million | ▲ +27.1 pp |
| 2018 | 106.6% | AU$56.03 Million | AU$- | AU$56.03 Million | AU$52.55 Million | ▲ +106.6 pp |
| 2016 | 0.0% | AU$0.00 | AU$- | AU$0.00 | AU$269.84 Million | — |