RAIZ Invest Ltd Strategic Asset Allocation Index
RAIZ Invest Ltd strategic asset allocation index. RAIZ Invest Ltd (RZI) has a Strategic Asset Allocation Index of 2.5% as of December 2025. Strategic assets (PP&E of AU$1.10 Million plus long-term investments of AU$-) total AU$1.10 Million, measured against net assets of AU$43.79 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See RAIZ Invest Ltd net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of RAIZ Invest Ltd (2017–2025)
Strategic asset allocation index of RAIZ Invest Ltd from 2017 to 2025. This chart shows how RAIZ Invest Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2017 to 2025. As of December 2025, the index stands at 2.5%, representing strategic assets of AU$1.10 Million against net assets of AU$43.79 Million AUD. Check RZI tangible net worth ratio to evaluate the tangible quality of the company's equity base.
RAIZ Invest Ltd Strategic Asset Allocation Index by Year (2017–2025)
RAIZ Invest Ltd strategic asset allocation index by year from 2017 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for RAIZ Invest Ltd from 2017 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 RAIZ Invest Ltd market capitalisation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 3.1% | AU$1.25 Million | AU$1.25 Million | AU$- | AU$40.10 Million | ▲ +1.4 pp |
| 2024 | 1.8% | AU$647.00K | AU$134.00K | AU$513.00K | AU$36.36 Million | ▼ -1.7 pp |
| 2023 | 3.5% | AU$1.35 Million | AU$678.00K | AU$677.00K | AU$38.58 Million | ▼ -0.5 pp |
| 2022 | 4.0% | AU$1.85 Million | AU$1.25 Million | AU$598.00K | AU$46.03 Million | ▲ +0.9 pp |
| 2021 | 3.1% | AU$1.16 Million | AU$617.00K | AU$547.00K | AU$37.24 Million | ▼ -0.7 pp |
| 2020 | 3.8% | AU$1.21 Million | AU$636.00K | AU$573.00K | AU$31.73 Million | ▲ +1.2 pp |
| 2019 | 2.7% | AU$703.00K | AU$121.00K | AU$582.00K | AU$26.46 Million | ▼ -20.1 pp |
| 2018 | 22.8% | AU$7.43 Million | AU$37.00K | AU$7.39 Million | AU$32.64 Million | ▲ +22.7 pp |
| 2017 | 0.1% | AU$26.12K | AU$- | AU$26.12K | AU$33.58 Million | ▼ -62.1 pp |
| 2017 | 62.2% | AU$2.53 Million | AU$51.00K | AU$2.48 Million | AU$4.07 Million | — |