Fortress Income Fund Ltd Strategic Asset Allocation Index

Latest as of June 2023: 96.3%

Fortress Income Fund Ltd strategic asset allocation index. Fortress Income Fund Ltd (FFB) has a Strategic Asset Allocation Index of 96.3% as of June 2023. Strategic assets (PP&E of ZAC32.28 Billion plus long-term investments of ZAC-) total ZAC32.28 Billion, measured against net assets of ZAC33.52 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how tangible is Fortress Income Fund Ltd's equity to evaluate the tangible quality of the company's equity base.

SAAI

96.3%
Strategic Assets / Net Assets

Strategic Assets

ZAC32.28 Billion
PP&E + LT Investments

PP&E

ZAC32.28 Billion
ZAC

Net Assets

ZAC33.52 Billion
ZAC

Strategic Asset Allocation Index of Fortress Income Fund Ltd (2014–2023)

Strategic asset allocation index of Fortress Income Fund Ltd from 2014 to 2023. This chart shows how Fortress Income Fund Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 96.3%, representing strategic assets of ZAC32.28 Billion against net assets of ZAC33.52 Billion ZAC.

Fortress Income Fund Ltd Strategic Asset Allocation Index by Year (2014–2023)

Fortress Income Fund Ltd strategic asset allocation index by year from 2014 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Fortress Income Fund Ltd from 2014 to 2023, covering 10 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 Fortress Income Fund Ltd (FFB) market capitalisation.

Year SAAI Strategic Assets (ZAC) PP&E LT Investments Net Assets Change (pp)
2023 96.3% ZAC32.28 Billion ZAC32.28 Billion ZAC- ZAC33.52 Billion ▼ -14.2 pp
2022 110.5% ZAC29.79 Billion ZAC29.79 Billion ZAC- ZAC26.96 Billion ▲ +9.6 pp
2021 101.0% ZAC27.64 Billion ZAC27.64 Billion ZAC- ZAC27.38 Billion ▼ -13.5 pp
2020 114.5% ZAC27.71 Billion ZAC27.71 Billion ZAC- ZAC24.21 Billion ▼ -10.6 pp
2019 125.1% ZAC43.80 Billion ZAC29.21 Billion ZAC14.59 Billion ZAC35.02 Billion ▲ +12.2 pp
2018 112.9% ZAC41.83 Billion ZAC29.12 Billion ZAC12.71 Billion ZAC37.05 Billion ▲ +16.7 pp
2017 96.2% ZAC43.41 Billion ZAC28.13 Billion ZAC15.28 Billion ZAC45.11 Billion ▼ -12.2 pp
2016 108.5% ZAC44.39 Billion ZAC26.00 Billion ZAC18.39 Billion ZAC40.92 Billion ▲ +6.8 pp
2015 101.6% ZAC13.68 Billion ZAC6.55 Billion ZAC7.13 Billion ZAC13.46 Billion ▼ -82.9 pp
2014 184.5% ZAC10.69 Billion ZAC5.77 Billion ZAC4.92 Billion ZAC5.79 Billion —
pp = percentage points