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. Check Capital Appreciation Ltd (CTA) liquid assets ratio to evaluate the company's liquid asset resilience ratio.
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. See Capital Appreciation Ltd leverage flexibility ratio to measure the company's free cash flow as a share of total liabilities.
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 market value of Capital Appreciation Ltd.
| 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 | — |