Plato Income Maximiser Ltd (PL8) — Strategic Asset Allocation Index
Plato Income Maximiser Ltd (PL8) has a Strategic Asset Allocation Index of 100.0% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$856.14 Million) total AU$856.14 Million, measured against net assets of AU$856.50 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
Plato Income Maximiser Ltd Strategic Asset Allocation Index (2016–2025)
This chart shows how Plato Income Maximiser Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of June 2025, the index stands at 100.0%, representing strategic assets of AU$856.14 Million against net assets of AU$856.50 Million AUD. Explore Plato Income Maximiser Ltd operating cash flow efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Plato Income Maximiser Ltd (2016–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Plato Income Maximiser 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 market value of Plato Income Maximiser Ltd.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 100.0% | AU$856.14 Million | AU$- | AU$856.14 Million | AU$856.50 Million | ▲ +2.3 pp |
| 2024 | 97.7% | AU$803.03 Million | AU$- | AU$803.03 Million | AU$822.33 Million | ▲ +2.7 pp |
| 2023 | 95.0% | AU$647.04 Million | AU$- | AU$647.04 Million | AU$681.20 Million | ▲ +4.0 pp |
| 2022 | 91.0% | AU$525.41 Million | AU$- | AU$525.41 Million | AU$577.63 Million | ▼ -8.7 pp |
| 2021 | 99.7% | AU$483.14 Million | AU$- | AU$483.14 Million | AU$484.81 Million | ▲ +5.7 pp |
| 2020 | 93.9% | AU$406.44 Million | AU$- | AU$406.44 Million | AU$432.73 Million | ▼ -3.6 pp |
| 2019 | 97.5% | AU$324.24 Million | AU$- | AU$324.24 Million | AU$332.44 Million | ▼ -1.2 pp |
| 2018 | 98.7% | AU$323.95 Million | AU$- | AU$323.95 Million | AU$328.23 Million | ▲ +98.7 pp |
| 2017 | 0.0% | AU$0.00 | AU$- | AU$0.00 | AU$323.67 Million | ▲ +0.0 pp |
| 2016 | 0.0% | AU$0.00 | AU$- | AU$0.00 | AU$323.94 Million | — |