Pengana International Equities Ltd Strategic Asset Allocation Index
Pengana International Equities Ltd strategic asset allocation index. Pengana International Equities Ltd (PIA) has a Strategic Asset Allocation Index of 99.3% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$350.50 Million) total AU$350.50 Million, measured against net assets of AU$352.80 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Pengana International Equities Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Pengana International Equities Ltd (2015–2025)
Strategic asset allocation index of Pengana International Equities Ltd from 2015 to 2025. This chart shows how Pengana International Equities Ltd's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of June 2025, the index stands at 99.3%, representing strategic assets of AU$350.50 Million against net assets of AU$352.80 Million AUD. Check PIA tangible net assets ratio to evaluate the tangible quality of the company's equity base.
Pengana International Equities Ltd Strategic Asset Allocation Index by Year (2015–2025)
Pengana International Equities Ltd strategic asset allocation index by year from 2015 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Pengana International Equities Ltd from 2015 to 2025, 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 Pengana International Equities Ltd market capitalisation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 99.3% | AU$350.50 Million | AU$- | AU$350.50 Million | AU$352.80 Million | ▼ -2.0 pp |
| 2024 | 101.4% | AU$337.50 Million | AU$- | AU$337.50 Million | AU$332.94 Million | ▲ +4.0 pp |
| 2023 | 97.4% | AU$304.75 Million | AU$- | AU$304.75 Million | AU$312.85 Million | ▲ +5.4 pp |
| 2022 | 92.0% | AU$264.59 Million | AU$- | AU$264.59 Million | AU$287.53 Million | ▼ -11.0 pp |
| 2021 | 103.0% | AU$372.57 Million | AU$- | AU$372.57 Million | AU$361.80 Million | ▲ +12.9 pp |
| 2020 | 90.1% | AU$285.15 Million | AU$- | AU$285.15 Million | AU$316.51 Million | ▲ +0.4 pp |
| 2019 | 89.7% | AU$275.82 Million | AU$- | AU$275.82 Million | AU$307.57 Million | ▲ +0.7 pp |
| 2018 | 88.9% | AU$267.54 Million | AU$- | AU$267.54 Million | AU$300.84 Million | ▲ +1.4 pp |
| 2017 | 87.5% | AU$253.74 Million | AU$- | AU$253.74 Million | AU$289.94 Million | ▲ +1.3 pp |
| 2016 | 86.2% | AU$282.97 Million | AU$- | AU$282.97 Million | AU$328.26 Million | ▼ -7.1 pp |
| 2015 | 93.3% | AU$300.55 Million | AU$- | AU$300.55 Million | AU$322.23 Million | — |