Platinum Asset Management Ltd (PTM) — Strategic Asset Allocation Index
Platinum Asset Management Ltd (PTM) has a Strategic Asset Allocation Index of 71.5% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$151.41 Million) total AU$151.41 Million, measured against net assets of AU$211.85 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check PTM cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Platinum Asset Management Ltd Strategic Asset Allocation Index (2006–2025)
This chart shows how Platinum Asset Management Ltd's Strategic Asset Allocation Index has evolved across 20 annual periods from 2006 to 2025. As of June 2025, the index stands at 71.5%, representing strategic assets of AU$151.41 Million against net assets of AU$211.85 Million AUD. See Platinum Asset Management Ltd (PTM) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Platinum Asset Management Ltd (2006–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Platinum Asset Management Ltd from 2006 to 2025, covering 20 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 how much is Platinum Asset Management Ltd worth.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 71.5% | AU$151.41 Million | AU$- | AU$151.41 Million | AU$211.85 Million | ▲ +6.9 pp |
| 2024 | 64.6% | AU$204.69 Million | AU$13.80 Million | AU$190.89 Million | AU$316.80 Million | ▲ +22.6 pp |
| 2023 | 42.0% | AU$138.52 Million | AU$4.58 Million | AU$133.95 Million | AU$329.53 Million | ▼ -2.1 pp |
| 2022 | 44.1% | AU$142.66 Million | AU$6.95 Million | AU$135.71 Million | AU$323.55 Million | ▼ -3.1 pp |
| 2021 | 47.2% | AU$161.51 Million | AU$9.54 Million | AU$151.96 Million | AU$342.02 Million | ▼ -4.4 pp |
| 2020 | 51.6% | AU$164.71 Million | AU$12.06 Million | AU$152.65 Million | AU$318.96 Million | ▲ +14.2 pp |
| 2019 | 37.4% | AU$120.07 Million | AU$2.30 Million | AU$117.78 Million | AU$321.09 Million | ▼ -10.3 pp |
| 2018 | 47.7% | AU$196.25 Million | AU$1.53 Million | AU$194.72 Million | AU$411.12 Million | ▲ +47.3 pp |
| 2017 | 0.5% | AU$1.62 Million | AU$1.62 Million | AU$0.00 | AU$335.07 Million | ▼ -0.2 pp |
| 2016 | 0.7% | AU$2.63 Million | AU$2.63 Million | AU$0.00 | AU$364.21 Million | ▼ -0.2 pp |
| 2015 | 0.9% | AU$3.13 Million | AU$3.13 Million | AU$- | AU$349.18 Million | ▲ +0.4 pp |
| 2014 | 0.5% | AU$1.74 Million | AU$1.74 Million | AU$- | AU$375.26 Million | ▼ -0.1 pp |
| 2013 | 0.6% | AU$1.96 Million | AU$1.96 Million | AU$- | AU$344.07 Million | ▼ -0.2 pp |
| 2012 | 0.8% | AU$1.86 Million | AU$1.86 Million | AU$- | AU$246.50 Million | ▼ 0.0 pp |
| 2011 | 0.8% | AU$1.87 Million | AU$1.87 Million | AU$- | AU$246.71 Million | ▼ -0.1 pp |
| 2010 | 0.8% | AU$1.87 Million | AU$1.87 Million | AU$- | AU$225.40 Million | ▼ -0.1 pp |
| 2009 | 1.0% | AU$1.87 Million | AU$1.87 Million | AU$- | AU$194.13 Million | ▼ -0.2 pp |
| 2008 | 1.1% | AU$2.01 Million | AU$2.01 Million | AU$- | AU$177.62 Million | ▼ -2.3 pp |
| 2007 | 3.5% | AU$2.71 Million | AU$2.71 Million | AU$- | AU$77.83 Million | ▲ +3.2 pp |
| 2006 | 0.3% | AU$1.65 Million | AU$1.65 Million | AU$- | AU$529.45 Million | — |