Capital Appreciation Ltd (CTA) — Strategic Asset Allocation Index

Latest as of March 2023: 1.2%

Capital Appreciation Ltd (CTA) has a Strategic Asset Allocation Index of 1.2% as of March 2023. Strategic assets (PP&E of ZAC18.36 Million plus long-term investments of ZAC-) total ZAC18.36 Million, measured against net assets of ZAC1.50 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

1.2%
Strategic Assets / Net Assets

Strategic Assets

ZAC18.36 Million
PP&E + LT Investments

PP&E

ZAC18.36 Million
ZAC

Net Assets

ZAC1.50 Billion
ZAC

Capital Appreciation Ltd Strategic Asset Allocation Index (2016–2023)

This chart shows how Capital Appreciation Ltd's Strategic Asset Allocation Index has evolved across 8 annual periods from 2016 to 2023. As of March 2023, the index stands at 1.2%, representing strategic assets of ZAC18.36 Million against net assets of ZAC1.50 Billion ZAC. Explore Capital Appreciation Ltd cash conversion from operations to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Capital Appreciation Ltd (2016–2023)

The table below presents the year-by-year Strategic Asset Allocation Index for Capital Appreciation Ltd from 2016 to 2023, covering 8 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 CTA market cap.

Year SAAI Strategic Assets (ZAC) PP&E LT Investments Net Assets Change (pp)
2023 1.2% ZAC18.36 Million ZAC18.36 Million ZAC- ZAC1.50 Billion ▼ -0.9 pp
2022 2.2% ZAC32.18 Million ZAC32.18 Million ZAC- ZAC1.48 Billion ▼ -0.9 pp
2021 3.0% ZAC41.84 Million ZAC41.84 Million ZAC- ZAC1.38 Billion ▲ +0.2 pp
2020 2.8% ZAC36.80 Million ZAC36.80 Million ZAC- ZAC1.31 Billion ▲ +0.3 pp
2019 2.5% ZAC35.89 Million ZAC9.53 Million ZAC26.36 Million ZAC1.45 Billion ▲ +0.1 pp
2018 2.4% ZAC33.46 Million ZAC4.67 Million ZAC28.79 Million ZAC1.39 Billion ▲ +2.4 pp
2017 0.0% ZAC211.72K ZAC211.72K ZAC- ZAC1.04 Billion ▲ +0.0 pp
2016 0.0% ZAC172.69K ZAC172.69K ZAC- ZAC1.00 Billion
pp = percentage points