Capital Appreciation Ltd (CTA) — Strategic Asset Allocation Index
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. See Capital Appreciation Ltd (CTA) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
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. For live market cap and overall valuation, see CTA market cap.
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. See Capital Appreciation Ltd book value and equity for net asset value and shareholders' equity analysis.
| 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 | — |