Fortress Income Fund Ltd (FFB) — 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. See debt-free asset ratio of Fortress Income Fund Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Fortress Income Fund Ltd Strategic Asset Allocation Index (2014–2023)
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. For live market cap and overall valuation, see Fortress Income Fund Ltd stock valuation.
Annual Strategic Asset Allocation Index for Fortress Income Fund Ltd (2014–2023)
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. See Fortress Income Fund Ltd (FFB) net assets for net asset value and shareholders' equity analysis.
| 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 | — |