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.
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. Explore Invicta operating cash flow efficiency to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see IVT company net worth.
| 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 | — |