Equites Property Fund Ltd (EQU) — Strategic Asset Allocation Index
Equites Property Fund Ltd (EQU) has a Strategic Asset Allocation Index of 140.5% as of August 2023. Strategic assets (PP&E of ZAC23.26 Billion plus long-term investments of ZAC-) total ZAC23.26 Billion, measured against net assets of ZAC16.56 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check asset resilience ratio of Equites Property Fund Ltd to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Equites Property Fund Ltd Strategic Asset Allocation Index (2015–2022)
This chart shows how Equites Property Fund Ltd's Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of August 2023, the index stands at 140.5%, representing strategic assets of ZAC23.26 Billion against net assets of ZAC16.56 Billion ZAC. See EQU free cash flow debt coverage to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Equites Property Fund Ltd (2015–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Equites Property Fund Ltd from 2015 to 2022, 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 EQU stock market capitalisation.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 142.7% | ZAC24.99 Billion | ZAC24.99 Billion | ZAC- | ZAC17.51 Billion | ▼ -2.6 pp |
| 2021 | 145.2% | ZAC18.90 Billion | ZAC18.90 Billion | ZAC- | ZAC13.01 Billion | ▲ +13.6 pp |
| 2020 | 131.7% | ZAC12.87 Billion | ZAC12.87 Billion | ZAC- | ZAC9.77 Billion | ▲ +6.9 pp |
| 2019 | 124.8% | ZAC10.82 Billion | ZAC10.78 Billion | ZAC38.69 Million | ZAC8.67 Billion | ▲ +7.4 pp |
| 2018 | 117.4% | ZAC7.52 Billion | ZAC7.39 Billion | ZAC132.73 Million | ZAC6.41 Billion | ▲ +5.9 pp |
| 2017 | 111.5% | ZAC5.62 Billion | ZAC5.49 Billion | ZAC134.63 Million | ZAC5.04 Billion | ▲ +9.5 pp |
| 2016 | 102.0% | ZAC3.69 Billion | ZAC3.65 Billion | ZAC38.49 Million | ZAC3.62 Billion | ▼ -6.0 pp |
| 2015 | 107.9% | ZAC1.40 Billion | ZAC1.40 Billion | ZAC- | ZAC1.30 Billion | — |