Perpetual Equity Investment Company Ltd (PIC) — Strategic Asset Allocation Index
Perpetual Equity Investment Company Ltd (PIC) 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$467.29 Million) total AU$467.29 Million, measured against net assets of AU$477.54 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Perpetual Equity Investment Company Ltd Strategic Asset Allocation Index (2016–2025)
This chart shows how Perpetual Equity Investment Company Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of June 2025, the index stands at 97.9%, representing strategic assets of AU$467.29 Million against net assets of AU$477.54 Million AUD. Explore PIC cash flow metrics to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Perpetual Equity Investment Company Ltd (2016–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Perpetual Equity Investment Company Ltd from 2016 to 2025, covering 10 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 the full company profile including market capitalisation, see Perpetual Equity Investment Company Ltd market cap and net worth.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 97.9% | AU$467.29 Million | AU$- | AU$467.29 Million | AU$477.54 Million | ▲ +0.4 pp |
| 2024 | 97.5% | AU$471.44 Million | AU$- | AU$471.44 Million | AU$483.55 Million | ▲ +4.0 pp |
| 2023 | 93.5% | AU$451.09 Million | AU$- | AU$451.09 Million | AU$482.56 Million | ▼ -0.9 pp |
| 2022 | 94.4% | AU$424.23 Million | AU$- | AU$424.23 Million | AU$449.55 Million | ▼ -6.8 pp |
| 2021 | 101.2% | AU$490.19 Million | AU$- | AU$490.19 Million | AU$484.49 Million | ▲ +8.3 pp |
| 2020 | 92.8% | AU$337.78 Million | AU$- | AU$337.78 Million | AU$363.82 Million | ▲ +9.4 pp |
| 2019 | 83.5% | AU$321.60 Million | AU$- | AU$321.60 Million | AU$385.23 Million | ▲ +6.1 pp |
| 2018 | 77.4% | AU$224.38 Million | AU$- | AU$224.38 Million | AU$289.99 Million | ▼ -4.3 pp |
| 2017 | 81.7% | AU$227.15 Million | AU$- | AU$227.15 Million | AU$277.96 Million | ▲ +3.6 pp |
| 2016 | 78.1% | AU$199.80 Million | AU$- | AU$199.80 Million | AU$255.76 Million | — |