Invicta (IVT) — 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. See Invicta (IVT) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Invicta Strategic Asset Allocation Index (2014–2023)
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. For live market cap and overall valuation, see Invicta (IVT) total market value.
Annual Strategic Asset Allocation Index for Invicta (2014–2023)
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. See IVT net asset value for net asset value and shareholders' equity analysis.
| 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 | — |