Prime Financial Group Ltd Strategic Asset Allocation Index
Prime Financial Group Ltd strategic asset allocation index. Prime Financial Group Ltd (PFG) has a Strategic Asset Allocation Index of 9.8% as of June 2025. Strategic assets (PP&E of AU$4.83 Million plus long-term investments of AU$988.80K) total AU$5.81 Million, measured against net assets of AU$59.05 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check PFG tangible net assets ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Prime Financial Group Ltd (2005–2025)
Strategic asset allocation index of Prime Financial Group Ltd from 2005 to 2025. This chart shows how Prime Financial Group Ltd's Strategic Asset Allocation Index has evolved across 21 annual periods from 2005 to 2025. As of June 2025, the index stands at 9.8%, representing strategic assets of AU$5.81 Million against net assets of AU$59.05 Million AUD.
Prime Financial Group Ltd Strategic Asset Allocation Index by Year (2005–2025)
Prime Financial Group Ltd strategic asset allocation index by year from 2005 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Prime Financial Group Ltd from 2005 to 2025, covering 21 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 Prime Financial Group Ltd stock valuation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 9.8% | AU$5.81 Million | AU$4.83 Million | AU$988.80K | AU$59.05 Million | ▲ +1.9 pp |
| 2024 | 7.9% | AU$4.19 Million | AU$3.21 Million | AU$975.10K | AU$52.74 Million | ▲ +4.8 pp |
| 2023 | 3.2% | AU$1.56 Million | AU$511.11K | AU$1.05 Million | AU$49.33 Million | ▼ -0.8 pp |
| 2022 | 4.0% | AU$1.85 Million | AU$945.14K | AU$906.61K | AU$46.65 Million | ▼ -4.0 pp |
| 2021 | 8.0% | AU$3.48 Million | AU$2.58 Million | AU$903.74K | AU$43.66 Million | ▼ -2.9 pp |
| 2020 | 10.9% | AU$4.49 Million | AU$3.57 Million | AU$914.06K | AU$41.17 Million | ▲ +7.1 pp |
| 2019 | 3.8% | AU$1.49 Million | AU$237.39K | AU$1.25 Million | AU$39.48 Million | ▼ -7.1 pp |
| 2018 | 10.9% | AU$4.33 Million | AU$425.21K | AU$3.91 Million | AU$39.84 Million | ▼ -6.5 pp |
| 2017 | 17.4% | AU$8.27 Million | AU$494.69K | AU$7.78 Million | AU$47.54 Million | ▼ -8.0 pp |
| 2016 | 25.4% | AU$11.36 Million | AU$- | AU$11.36 Million | AU$44.81 Million | ▼ -4.4 pp |
| 2015 | 29.7% | AU$12.07 Million | AU$- | AU$12.07 Million | AU$40.59 Million | ▲ +9.6 pp |
| 2014 | 20.1% | AU$12.44 Million | AU$207.00K | AU$12.24 Million | AU$61.76 Million | ▲ +19.8 pp |
| 2013 | 0.4% | AU$238.00K | AU$238.00K | AU$- | AU$63.08 Million | ▼ -0.1 pp |
| 2012 | 0.5% | AU$321.00K | AU$321.00K | AU$- | AU$68.13 Million | ▼ -0.1 pp |
| 2011 | 0.6% | AU$384.00K | AU$384.00K | AU$- | AU$67.96 Million | ▼ -0.8 pp |
| 2010 | 1.3% | AU$892.00K | AU$892.00K | AU$- | AU$67.30 Million | ▲ +0.4 pp |
| 2009 | 0.9% | AU$584.00K | AU$584.00K | AU$- | AU$65.93 Million | ▼ 0.0 pp |
| 2008 | 0.9% | AU$603.00K | AU$603.00K | AU$- | AU$64.86 Million | ▲ +0.7 pp |
| 2007 | 0.3% | AU$161.00K | AU$161.00K | AU$- | AU$62.36 Million | ▲ +0.2 pp |
| 2006 | 0.1% | AU$18.00K | AU$18.00K | AU$- | AU$19.36 Million | ▲ +0.0 pp |
| 2005 | 0.1% | AU$11.00K | AU$11.00K | AU$- | AU$13.22 Million | — |