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. See Equites Property Fund Ltd balance sheet independence to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see market cap of Equites Property Fund Ltd.
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. See Equites Property Fund Ltd shareholders equity for net asset value and shareholders' equity analysis.
| 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 | — |