Pengana Private Equity Trust Strategic Asset Allocation Index
Pengana Private Equity Trust strategic asset allocation index. Pengana Private Equity Trust (PE1) has a Strategic Asset Allocation Index of 97.9% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$450.02 Million) total AU$450.02 Million, measured against net assets of AU$459.80 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PE1 net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Pengana Private Equity Trust (2019–2024)
Strategic asset allocation index of Pengana Private Equity Trust from 2019 to 2024. This chart shows how Pengana Private Equity Trust's Strategic Asset Allocation Index has evolved across 6 annual periods from 2019 to 2024. As of June 2025, the index stands at 97.9%, representing strategic assets of AU$450.02 Million against net assets of AU$459.80 Million AUD. Check PE1 tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Pengana Private Equity Trust Strategic Asset Allocation Index by Year (2019–2024)
Pengana Private Equity Trust strategic asset allocation index by year from 2019 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Pengana Private Equity Trust from 2019 to 2024, covering 6 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 Pengana Private Equity Trust market cap and net worth.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 97.9% | AU$450.02 Million | AU$- | AU$450.02 Million | AU$459.80 Million | ▼ -7.0 pp |
| 2023 | 104.8% | AU$449.57 Million | AU$- | AU$449.57 Million | AU$428.83 Million | ▲ +20.2 pp |
| 2022 | 84.6% | AU$380.58 Million | AU$- | AU$380.58 Million | AU$449.72 Million | ▲ +8.1 pp |
| 2021 | 76.5% | AU$343.90 Million | AU$- | AU$343.90 Million | AU$449.31 Million | ▲ +4.8 pp |
| 2020 | 71.8% | AU$245.30 Million | AU$- | AU$245.30 Million | AU$341.70 Million | ▲ +22.4 pp |
| 2019 | 49.4% | AU$105.74 Million | AU$- | AU$105.74 Million | AU$214.03 Million | — |