Kaap Agri Bedryf Employee and Farm Worker Bee Trust (KAL) — Strategic Asset Allocation Index
Kaap Agri Bedryf Employee and Farm Worker Bee Trust (KAL) has a Strategic Asset Allocation Index of 68.6% as of September 2022. Strategic assets (PP&E of ZAC1.94 Billion plus long-term investments of ZAC-) total ZAC1.94 Billion, measured against net assets of ZAC2.82 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See KAL net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Kaap Agri Bedryf Employee and Farm Worker Bee Trust Strategic Asset Allocation Index (2014–2022)
This chart shows how Kaap Agri Bedryf Employee and Farm Worker Bee Trust's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of September 2022, the index stands at 68.6%, representing strategic assets of ZAC1.94 Billion against net assets of ZAC2.82 Billion ZAC. For live market cap and overall valuation, see market value of Kaap Agri Bedryf Employee and Farm Worke.
Annual Strategic Asset Allocation Index for Kaap Agri Bedryf Employee and Farm Worker Bee Trust (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Kaap Agri Bedryf Employee and Farm Worker Bee Trust from 2014 to 2022, covering 9 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 shareholders equity of Kaap Agri Bedryf Employee and Farm Worke for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 68.6% | ZAC1.94 Billion | ZAC1.94 Billion | ZAC- | ZAC2.82 Billion | ▼ -6.5 pp |
| 2021 | 75.0% | ZAC1.80 Billion | ZAC1.80 Billion | ZAC- | ZAC2.40 Billion | ▼ -7.8 pp |
| 2020 | 82.9% | ZAC1.76 Billion | ZAC1.76 Billion | ZAC- | ZAC2.13 Billion | ▲ +10.7 pp |
| 2019 | 72.2% | ZAC1.39 Billion | ZAC1.38 Billion | ZAC14.48 Million | ZAC1.93 Billion | ▲ +8.5 pp |
| 2018 | 63.6% | ZAC1.11 Billion | ZAC1.10 Billion | ZAC11.94 Million | ZAC1.74 Billion | ▲ +2.8 pp |
| 2017 | 60.8% | ZAC962.97 Million | ZAC947.62 Million | ZAC15.36 Million | ZAC1.58 Billion | ▲ +7.2 pp |
| 2016 | 53.6% | ZAC753.59 Million | ZAC753.59 Million | ZAC- | ZAC1.41 Billion | ▲ +5.2 pp |
| 2015 | 48.4% | ZAC607.76 Million | ZAC607.76 Million | ZAC- | ZAC1.26 Billion | ▲ +5.9 pp |
| 2014 | 42.5% | ZAC474.26 Million | ZAC473.82 Million | ZAC443.00K | ZAC1.12 Billion | — |