ISA Holdings Ltd (ISA) — Strategic Asset Allocation Index

Latest as of February 2022: 19.1%

ISA Holdings Ltd (ISA) has a Strategic Asset Allocation Index of 19.1% as of February 2022. Strategic assets (PP&E of ZAC13.47 Million plus long-term investments of ZAC-) total ZAC13.47 Million, measured against net assets of ZAC70.35 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

19.1%
Strategic Assets / Net Assets

Strategic Assets

ZAC13.47 Million
PP&E + LT Investments

PP&E

ZAC13.47 Million
ZAC

Net Assets

ZAC70.35 Million
ZAC

ISA Holdings Ltd Strategic Asset Allocation Index (2002–2023)

This chart shows how ISA Holdings Ltd's Strategic Asset Allocation Index has evolved across 14 annual periods from 2002 to 2023. As of February 2022, the index stands at 19.1%, representing strategic assets of ZAC13.47 Million against net assets of ZAC70.35 Million ZAC. Explore ISA Holdings Ltd operating cash flow efficiency to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for ISA Holdings Ltd (2002–2023)

The table below presents the year-by-year Strategic Asset Allocation Index for ISA Holdings Ltd from 2002 to 2023, covering 14 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 ISA market cap overview.

Year SAAI Strategic Assets (ZAC) PP&E LT Investments Net Assets Change (pp)
2023 25.1% ZAC14.49 Million ZAC14.49 Million ZAC- ZAC57.81 Million ▲ +5.9 pp
2022 19.1% ZAC13.47 Million ZAC13.47 Million ZAC- ZAC70.35 Million ▲ +3.8 pp
2021 15.4% ZAC9.65 Million ZAC9.65 Million ZAC- ZAC62.77 Million ▼ -1.8 pp
2020 17.1% ZAC9.87 Million ZAC9.87 Million ZAC- ZAC57.63 Million ▲ +4.9 pp
2019 12.2% ZAC11.65 Million ZAC9.98 Million ZAC1.67 Million ZAC95.35 Million ▼ -0.4 pp
2018 12.6% ZAC10.93 Million ZAC10.16 Million ZAC766.00K ZAC86.61 Million ▼ -0.6 pp
2017 13.2% ZAC10.70 Million ZAC10.43 Million ZAC275.00K ZAC80.94 Million ▼ -4.2 pp
2016 17.4% ZAC10.56 Million ZAC10.55 Million ZAC6.00K ZAC60.55 Million ▼ -3.2 pp
2015 20.7% ZAC10.70 Million ZAC10.77 Million ZAC-63.00K ZAC51.76 Million ▼ -8.6 pp
2014 29.3% ZAC11.07 Million ZAC11.07 Million ZAC- ZAC37.78 Million ▲ +25.9 pp
2005 3.4% ZAC485.00K ZAC363.00K ZAC122.00K ZAC14.46 Million ▼ -39.3 pp
2004 42.6% ZAC460.00K ZAC460.00K ZAC- ZAC1.08 Million ▲ +14.5 pp
2003 28.2% ZAC266.00K ZAC266.00K ZAC- ZAC944.00K ▼ -40.6 pp
2002 68.8% ZAC590.00K ZAC590.00K ZAC- ZAC858.00K
pp = percentage points