JSE Limited (JSE) — Strategic Asset Allocation Index
JSE Limited (JSE) has a Strategic Asset Allocation Index of 6.3% as of December 2022. Strategic assets (PP&E of ZAC263.57 Million plus long-term investments of ZAC-) total ZAC263.57 Million, measured against net assets of ZAC4.17 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of JSE Limited to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
JSE Limited Strategic Asset Allocation Index (2013–2022)
This chart shows how JSE Limited's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of December 2022, the index stands at 6.3%, representing strategic assets of ZAC263.57 Million against net assets of ZAC4.17 Billion ZAC. For live market cap and overall valuation, see market cap of JSE Limited.
Annual Strategic Asset Allocation Index for JSE Limited (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for JSE Limited from 2013 to 2022, 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 JSE book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 6.3% | ZAC263.57 Million | ZAC263.57 Million | ZAC- | ZAC4.17 Billion | ▼ -1.1 pp |
| 2021 | 7.4% | ZAC313.57 Million | ZAC313.57 Million | ZAC- | ZAC4.22 Billion | ▼ -0.2 pp |
| 2020 | 7.6% | ZAC317.38 Million | ZAC317.38 Million | ZAC- | ZAC4.15 Billion | ▼ -18.2 pp |
| 2019 | 25.9% | ZAC1.03 Billion | ZAC396.10 Million | ZAC631.54 Million | ZAC3.97 Billion | ▲ +5.9 pp |
| 2018 | 20.0% | ZAC793.00 Million | ZAC219.63 Million | ZAC573.37 Million | ZAC3.97 Billion | ▼ -0.3 pp |
| 2017 | 20.3% | ZAC735.95 Million | ZAC186.73 Million | ZAC549.22 Million | ZAC3.63 Billion | ▼ -0.8 pp |
| 2016 | 21.1% | ZAC689.67 Million | ZAC173.05 Million | ZAC516.62 Million | ZAC3.27 Billion | ▼ -1.4 pp |
| 2015 | 22.5% | ZAC664.67 Million | ZAC165.07 Million | ZAC499.59 Million | ZAC2.96 Billion | ▼ -2.3 pp |
| 2014 | 24.8% | ZAC613.87 Million | ZAC161.84 Million | ZAC452.03 Million | ZAC2.47 Billion | ▼ -0.5 pp |
| 2013 | 25.3% | ZAC553.13 Million | ZAC162.17 Million | ZAC390.95 Million | ZAC2.19 Billion | — |