Pengana Capital Group Ltd (PCG) — Strategic Asset Allocation Index
Pengana Capital Group Ltd (PCG) has a Strategic Asset Allocation Index of 2.7% as of December 2025. Strategic assets (PP&E of AU$2.29 Million plus long-term investments of AU$-) total AU$2.29 Million, measured against net assets of AU$85.57 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Pengana Capital Group Ltd (PCG) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Pengana Capital Group Ltd Strategic Asset Allocation Index (2000–2025)
This chart shows how Pengana Capital Group Ltd's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 2.7%, representing strategic assets of AU$2.29 Million against net assets of AU$85.57 Million AUD. For live market cap and overall valuation, see market cap of Pengana Capital Group Ltd.
Annual Strategic Asset Allocation Index for Pengana Capital Group Ltd (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Pengana Capital Group Ltd from 2000 to 2025, covering 26 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 Pengana Capital Group Ltd net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 1.6% | AU$2.68 Million | AU$2.68 Million | AU$- | AU$165.47 Million | ▼ -19.5 pp |
| 2024 | 21.2% | AU$15.49 Million | AU$3.67 Million | AU$11.82 Million | AU$73.23 Million | ▲ +1.7 pp |
| 2023 | 19.4% | AU$15.11 Million | AU$4.70 Million | AU$10.41 Million | AU$77.71 Million | ▲ +6.8 pp |
| 2022 | 12.7% | AU$11.08 Million | AU$496.00K | AU$10.59 Million | AU$87.38 Million | ▼ -8.0 pp |
| 2021 | 20.7% | AU$18.19 Million | AU$395.00K | AU$17.80 Million | AU$88.09 Million | ▲ +0.7 pp |
| 2020 | 19.9% | AU$16.84 Million | AU$801.00K | AU$16.04 Million | AU$84.49 Million | ▲ +3.1 pp |
| 2019 | 16.8% | AU$13.53 Million | AU$263.00K | AU$13.26 Million | AU$80.44 Million | ▼ -2.6 pp |
| 2018 | 19.4% | AU$17.43 Million | AU$315.00K | AU$17.12 Million | AU$89.73 Million | ▲ +6.9 pp |
| 2017 | 12.5% | AU$11.27 Million | AU$362.00K | AU$10.91 Million | AU$90.12 Million | ▼ -64.7 pp |
| 2016 | 77.2% | AU$41.96 Million | AU$314.00K | AU$41.65 Million | AU$54.33 Million | ▼ -10.0 pp |
| 2015 | 87.2% | AU$22.98 Million | AU$501.00K | AU$22.48 Million | AU$26.34 Million | ▲ +85.8 pp |
| 2014 | 1.4% | AU$275.00K | AU$275.00K | AU$- | AU$19.09 Million | ▲ +0.6 pp |
| 2013 | 0.8% | AU$158.00K | AU$158.00K | AU$- | AU$19.26 Million | ▼ -0.1 pp |
| 2012 | 0.9% | AU$180.00K | AU$180.00K | AU$- | AU$20.19 Million | ▲ +0.2 pp |
| 2011 | 0.7% | AU$241.00K | AU$241.00K | AU$- | AU$36.45 Million | ▼ -0.2 pp |
| 2010 | 0.9% | AU$405.00K | AU$405.00K | AU$- | AU$46.98 Million | ▼ -0.5 pp |
| 2009 | 1.4% | AU$505.00K | AU$505.00K | AU$- | AU$36.97 Million | ▲ +0.0 pp |
| 2008 | 1.3% | AU$621.00K | AU$621.00K | AU$- | AU$46.90 Million | ▼ -0.9 pp |
| 2007 | 2.2% | AU$845.00K | AU$653.00K | AU$192.00K | AU$38.54 Million | ▼ -6.0 pp |
| 2006 | 8.2% | AU$2.04 Million | AU$648.00K | AU$1.40 Million | AU$24.98 Million | ▼ -8.5 pp |
| 2005 | 16.7% | AU$2.43 Million | AU$1.16 Million | AU$1.27 Million | AU$14.58 Million | ▼ -1.8 pp |
| 2004 | 18.5% | AU$2.14 Million | AU$1.11 Million | AU$1.03 Million | AU$11.59 Million | ▲ +6.9 pp |
| 2003 | 11.6% | AU$936.00K | AU$936.00K | AU$- | AU$8.07 Million | ▲ +9.1 pp |
| 2002 | 2.5% | AU$210.00K | AU$210.00K | AU$- | AU$8.43 Million | ▼ -1.0 pp |
| 2001 | 3.5% | AU$180.00K | AU$180.00K | AU$- | AU$5.13 Million | ▲ +2.4 pp |
| 2000 | 1.1% | AU$45.00K | AU$45.00K | AU$- | AU$4.03 Million | — |