Invicta Strategic Asset Allocation Index
Invicta strategic asset allocation index. Invicta (IVT) has a Strategic Asset Allocation Index of 23.8% as of March 2023. Strategic assets (PP&E of ZAC1.27 Billion plus long-term investments of ZAC-) total ZAC1.27 Billion, measured against net assets of ZAC5.34 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check IVT tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Invicta (2014–2023)
Strategic asset allocation index of Invicta from 2014 to 2023. This chart shows how Invicta's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of March 2023, the index stands at 23.8%, representing strategic assets of ZAC1.27 Billion against net assets of ZAC5.34 Billion ZAC.
Invicta Strategic Asset Allocation Index by Year (2014–2023)
Invicta strategic asset allocation index by year from 2014 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Invicta 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 Invicta market capitalisation.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 23.8% | ZAC1.27 Billion | ZAC1.27 Billion | ZAC- | ZAC5.34 Billion | ▼ -3.2 pp |
| 2022 | 27.0% | ZAC1.27 Billion | ZAC1.27 Billion | ZAC- | ZAC4.69 Billion | ▲ +3.1 pp |
| 2021 | 24.0% | ZAC1.13 Billion | ZAC1.13 Billion | ZAC- | ZAC4.73 Billion | ▼ -22.7 pp |
| 2020 | 46.6% | ZAC2.16 Billion | ZAC2.16 Billion | ZAC- | ZAC4.63 Billion | ▲ +5.0 pp |
| 2019 | 41.7% | ZAC2.16 Billion | ZAC1.94 Billion | ZAC217.12 Million | ZAC5.18 Billion | ▲ +5.5 pp |
| 2018 | 36.2% | ZAC1.84 Billion | ZAC1.72 Billion | ZAC119.18 Million | ZAC5.09 Billion | ▼ -34.6 pp |
| 2017 | 70.7% | ZAC3.73 Billion | ZAC1.64 Billion | ZAC2.09 Billion | ZAC5.27 Billion | ▲ +5.3 pp |
| 2016 | 65.5% | ZAC3.31 Billion | ZAC1.50 Billion | ZAC1.81 Billion | ZAC5.05 Billion | ▲ +2.6 pp |
| 2015 | 62.8% | ZAC2.91 Billion | ZAC1.27 Billion | ZAC1.64 Billion | ZAC4.64 Billion | ▼ -27.2 pp |
| 2014 | 90.0% | ZAC3.20 Billion | ZAC1.17 Billion | ZAC2.03 Billion | ZAC3.56 Billion | — |