Ophir High Conviction Fund (OPH) — Strategic Asset Allocation Index

Latest as of June 2024: 97.9%

Ophir High Conviction Fund (OPH) has a Strategic Asset Allocation Index of 97.9% as of June 2024. Strategic assets (PP&E of AU$- plus long-term investments of AU$628.23 Million) total AU$628.23 Million, measured against net assets of AU$641.50 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

97.9%
Strategic Assets / Net Assets

Strategic Assets

AU$628.23 Million
PP&E + LT Investments

PP&E

AU$-
AUD

Net Assets

AU$641.50 Million
AUD

Ophir High Conviction Fund Strategic Asset Allocation Index (2020–2024)

This chart shows how Ophir High Conviction Fund's Strategic Asset Allocation Index has evolved across 5 annual periods from 2020 to 2024. As of June 2024, the index stands at 97.9%, representing strategic assets of AU$628.23 Million against net assets of AU$641.50 Million AUD. Explore how efficiently does Ophir High Conviction Fund generate cash to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Ophir High Conviction Fund (2020–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Ophir High Conviction Fund from 2020 to 2024, covering 5 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 the full company profile including market capitalisation, see Ophir High Conviction Fund (OPH) market capitalisation.

Year SAAI Strategic Assets (AUD) PP&E LT Investments Net Assets Change (pp)
2024 97.9% AU$628.23 Million AU$- AU$628.23 Million AU$641.50 Million ▲ +7.5 pp
2023 90.4% AU$530.53 Million AU$- AU$530.53 Million AU$586.61 Million ▲ +1.1 pp
2022 89.4% AU$445.27 Million AU$- AU$445.27 Million AU$498.14 Million ▼ -15.3 pp
2021 104.7% AU$689.82 Million AU$- AU$689.82 Million AU$658.66 Million ▲ +14.4 pp
2020 90.3% AU$519.07 Million AU$- AU$519.07 Million AU$574.84 Million
pp = percentage points