PM Capital Global Opportunities Fund Ltd Strategic Asset Allocation Index
PM Capital Global Opportunities Fund Ltd strategic asset allocation index. PM Capital Global Opportunities Fund Ltd (PGF) has a Strategic Asset Allocation Index of 116.5% as of June 2026. Strategic assets (PP&E of AU$- plus long-term investments of AU$1.40 Billion) total AU$1.40 Billion, measured against net assets of AU$1.21 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of PM Capital Global Opportunities Fund Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of PM Capital Global Opportunities Fund Ltd (2016–2026)
Strategic asset allocation index of PM Capital Global Opportunities Fund Ltd from 2016 to 2026. This chart shows how PM Capital Global Opportunities Fund Ltd's Strategic Asset Allocation Index has evolved across 11 annual periods from 2016 to 2026. As of June 2026, the index stands at 116.5%, representing strategic assets of AU$1.40 Billion against net assets of AU$1.21 Billion AUD. Check tangible equity quality of PM Capital Global Opportunities Fund Ltd to evaluate the tangible quality of the company's equity base.
PM Capital Global Opportunities Fund Ltd Strategic Asset Allocation Index by Year (2016–2026)
PM Capital Global Opportunities Fund Ltd strategic asset allocation index by year from 2016 to 2026. The table below presents the year-by-year Strategic Asset Allocation Index for PM Capital Global Opportunities Fund Ltd from 2016 to 2026, covering 11 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 PGF stock market capitalisation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 116.5% | AU$1.40 Billion | AU$- | AU$1.40 Billion | AU$1.21 Billion | ▼ -2.6 pp |
| 2025 | 119.1% | AU$1.22 Billion | AU$- | AU$1.22 Billion | AU$1.03 Billion | ▲ +2.1 pp |
| 2024 | 117.0% | AU$887.81 Million | AU$- | AU$887.81 Million | AU$758.65 Million | ▲ +2.4 pp |
| 2023 | 114.6% | AU$770.08 Million | AU$- | AU$770.08 Million | AU$671.79 Million | ▲ +12.5 pp |
| 2022 | 102.1% | AU$566.98 Million | AU$- | AU$566.98 Million | AU$555.15 Million | ▼ -11.5 pp |
| 2021 | 113.7% | AU$611.02 Million | AU$- | AU$611.02 Million | AU$537.52 Million | ▲ +15.3 pp |
| 2020 | 98.4% | AU$403.87 Million | AU$- | AU$403.87 Million | AU$410.44 Million | ▼ -12.8 pp |
| 2019 | 111.2% | AU$490.61 Million | AU$- | AU$490.61 Million | AU$441.08 Million | ▼ -4.0 pp |
| 2018 | 115.3% | AU$518.15 Million | AU$- | AU$518.15 Million | AU$449.58 Million | ▲ +7.9 pp |
| 2017 | 107.4% | AU$440.38 Million | AU$- | AU$440.38 Million | AU$410.17 Million | ▼ -8.2 pp |
| 2016 | 115.5% | AU$391.09 Million | AU$- | AU$391.09 Million | AU$338.53 Million | — |