Pinnacle Investment Management Group Ltd (PNI) — Strategic Asset Allocation Index
Pinnacle Investment Management Group Ltd (PNI) has a Strategic Asset Allocation Index of 69.1% as of June 2026. Strategic assets (PP&E of AU$- plus long-term investments of AU$797.93 Million) total AU$797.93 Million, measured against net assets of AU$1.16 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Pinnacle Investment Management Group Ltd (PNI) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Pinnacle Investment Management Group Ltd Strategic Asset Allocation Index (1996–2026)
This chart shows how Pinnacle Investment Management Group Ltd's Strategic Asset Allocation Index has evolved across 27 annual periods from 1996 to 2026. As of June 2026, the index stands at 69.1%, representing strategic assets of AU$797.93 Million against net assets of AU$1.16 Billion AUD. For live market cap and overall valuation, see PNI market cap overview.
Annual Strategic Asset Allocation Index for Pinnacle Investment Management Group Ltd (1996–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Pinnacle Investment Management Group Ltd from 1996 to 2026, covering 27 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. See Pinnacle Investment Management Group Ltd book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 69.1% | AU$797.93 Million | AU$- | AU$797.93 Million | AU$1.16 Billion | ▼ -35.0 pp |
| 2025 | 104.0% | AU$955.59 Million | AU$9.98 Million | AU$945.60 Million | AU$918.42 Million | ▼ -6.3 pp |
| 2024 | 110.3% | AU$503.01 Million | AU$9.21 Million | AU$493.80 Million | AU$455.89 Million | ▲ +31.7 pp |
| 2023 | 78.7% | AU$332.48 Million | AU$412.00K | AU$332.06 Million | AU$422.57 Million | ▼ -3.4 pp |
| 2022 | 82.0% | AU$329.95 Million | AU$1.70 Million | AU$328.25 Million | AU$402.18 Million | ▼ -19.3 pp |
| 2021 | 101.3% | AU$247.12 Million | AU$3.07 Million | AU$244.05 Million | AU$243.89 Million | ▼ -4.1 pp |
| 2020 | 105.4% | AU$198.76 Million | AU$3.98 Million | AU$194.78 Million | AU$188.55 Million | ▲ +27.9 pp |
| 2019 | 77.5% | AU$137.22 Million | AU$118.00K | AU$137.10 Million | AU$177.05 Million | ▼ -1.1 pp |
| 2018 | 78.6% | AU$77.14 Million | AU$125.00K | AU$77.02 Million | AU$98.10 Million | ▼ -4.8 pp |
| 2017 | 83.4% | AU$63.13 Million | AU$139.00K | AU$62.99 Million | AU$75.66 Million | ▲ +11.7 pp |
| 2016 | 71.8% | AU$35.58 Million | AU$135.00K | AU$35.45 Million | AU$49.58 Million | ▲ +28.0 pp |
| 2015 | 43.8% | AU$19.46 Million | AU$53.00K | AU$19.41 Million | AU$44.47 Million | ▲ +5.9 pp |
| 2014 | 37.8% | AU$20.60 Million | AU$1.24 Million | AU$19.36 Million | AU$54.45 Million | ▲ +34.6 pp |
| 2013 | 3.3% | AU$1.57 Million | AU$1.57 Million | AU$- | AU$48.01 Million | ▼ -1.1 pp |
| 2012 | 4.4% | AU$2.14 Million | AU$2.14 Million | AU$- | AU$48.56 Million | ▼ -1.4 pp |
| 2011 | 5.8% | AU$3.25 Million | AU$3.25 Million | AU$- | AU$56.29 Million | ▼ -2.2 pp |
| 2010 | 8.0% | AU$5.07 Million | AU$5.07 Million | AU$- | AU$63.56 Million | ▼ -4.7 pp |
| 2009 | 12.7% | AU$8.70 Million | AU$8.70 Million | AU$- | AU$68.42 Million | ▲ +1.4 pp |
| 2008 | 11.4% | AU$7.42 Million | AU$7.42 Million | AU$- | AU$65.32 Million | ▲ +3.9 pp |
| 2007 | 7.5% | AU$4.42 Million | AU$4.42 Million | AU$- | AU$59.20 Million | ▼ -9.3 pp |
| 2006 | 16.7% | AU$4.88 Million | AU$4.88 Million | AU$- | AU$29.20 Million | ▼ -2.2 pp |
| 2005 | 18.9% | AU$2.71 Million | AU$2.71 Million | AU$- | AU$14.36 Million | ▲ +4.2 pp |
| 2004 | 14.7% | AU$1.97 Million | AU$1.97 Million | AU$- | AU$13.47 Million | ▼ -111.0 pp |
| 1999 | 125.7% | AU$2.44 Billion | AU$1.79 Billion | AU$644.90 Million | AU$1.94 Billion | ▲ +31.4 pp |
| 1998 | 94.3% | AU$2.07 Billion | AU$1.53 Billion | AU$537.90 Million | AU$2.19 Billion | ▼ -17.2 pp |
| 1997 | 111.5% | AU$2.24 Billion | AU$1.35 Billion | AU$891.40 Million | AU$2.01 Billion | ▲ +1.8 pp |
| 1996 | 109.7% | AU$2.12 Billion | AU$1.28 Billion | AU$839.10 Million | AU$1.93 Billion | — |