Equites Property Fund Ltd Strategic Asset Allocation Index
Equites Property Fund Ltd 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. See debt-free asset ratio of Equites Property Fund Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Equites Property Fund Ltd (2015–2022)
Strategic asset allocation index of Equites Property Fund Ltd from 2015 to 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. Check Equites Property Fund Ltd (EQU) tangible net worth to evaluate the tangible quality of the company's equity base.
Equites Property Fund Ltd Strategic Asset Allocation Index by Year (2015–2022)
Equites Property Fund Ltd strategic asset allocation index by year from 2015 to 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 live market cap and overall valuation, see Equites Property Fund Ltd market cap and net worth.
| 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 | — |