Kumba Iron Ore Ltd (KIO) — Strategic Asset Allocation Index
Kumba Iron Ore Ltd (KIO) has a Strategic Asset Allocation Index of 80.5% as of December 2022. Strategic assets (PP&E of ZAC43.30 Billion plus long-term investments of ZAC-) total ZAC43.30 Billion, measured against net assets of ZAC53.82 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Kumba Iron Ore Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Kumba Iron Ore Ltd Strategic Asset Allocation Index (2013–2022)
This chart shows how Kumba Iron Ore Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of December 2022, the index stands at 80.5%, representing strategic assets of ZAC43.30 Billion against net assets of ZAC53.82 Billion ZAC. For live market cap and overall valuation, see KIO market cap.
Annual Strategic Asset Allocation Index for Kumba Iron Ore Ltd (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Kumba Iron Ore Ltd 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 Kumba Iron Ore Ltd book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 80.5% | ZAC43.30 Billion | ZAC43.30 Billion | ZAC- | ZAC53.82 Billion | ▲ +5.8 pp |
| 2021 | 74.6% | ZAC43.63 Billion | ZAC43.63 Billion | ZAC- | ZAC58.46 Billion | ▲ +9.3 pp |
| 2020 | 65.3% | ZAC40.63 Billion | ZAC40.63 Billion | ZAC- | ZAC62.19 Billion | ▼ -17.6 pp |
| 2019 | 83.0% | ZAC39.44 Billion | ZAC39.44 Billion | ZAC- | ZAC47.52 Billion | ▲ +1.3 pp |
| 2018 | 81.7% | ZAC37.72 Billion | ZAC37.72 Billion | ZAC- | ZAC46.19 Billion | ▲ +0.8 pp |
| 2017 | 80.9% | ZAC36.83 Billion | ZAC36.83 Billion | ZAC- | ZAC45.55 Billion | ▼ -7.1 pp |
| 2016 | 87.9% | ZAC32.13 Billion | ZAC32.13 Billion | ZAC- | ZAC36.54 Billion | ▼ -41.9 pp |
| 2015 | 129.8% | ZAC32.67 Billion | ZAC32.67 Billion | ZAC- | ZAC25.17 Billion | ▼ -0.4 pp |
| 2014 | 130.3% | ZAC35.17 Billion | ZAC35.17 Billion | ZAC- | ZAC27.00 Billion | ▲ +20.2 pp |
| 2013 | 110.1% | ZAC29.92 Billion | ZAC29.92 Billion | ZAC- | ZAC27.18 Billion | — |