Perpetual Equity Investment Company Ltd Strategic Asset Allocation Index
Perpetual Equity Investment Company Ltd 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. See net asset quality index of Perpetual Equity Investment Company Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Perpetual Equity Investment Company Ltd (2016–2025)
Strategic asset allocation index of Perpetual Equity Investment Company Ltd from 2016 to 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. Check Perpetual Equity Investment Company Ltd tangible book value ratio to evaluate the tangible quality of the company's equity base.
Perpetual Equity Investment Company Ltd Strategic Asset Allocation Index by Year (2016–2025)
Perpetual Equity Investment Company Ltd strategic asset allocation index by year from 2016 to 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 live market cap and overall valuation, see PIC company 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 | — |