Ninety One Ltd (NY1) — Strategic Asset Allocation Index
Ninety One Ltd (NY1) has a Strategic Asset Allocation Index of 28.5% as of March 2023. Strategic assets (PP&E of ZAC99.70 Million plus long-term investments of ZAC-) total ZAC99.70 Million, measured against net assets of ZAC349.90 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See NY1 net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Ninety One Ltd Strategic Asset Allocation Index (2017–2023)
This chart shows how Ninety One Ltd's Strategic Asset Allocation Index has evolved across 7 annual periods from 2017 to 2023. As of March 2023, the index stands at 28.5%, representing strategic assets of ZAC99.70 Million against net assets of ZAC349.90 Million ZAC. For live market cap and overall valuation, see Ninety One Ltd (NY1) market capitalisation.
Annual Strategic Asset Allocation Index for Ninety One Ltd (2017–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Ninety One Ltd from 2017 to 2023, covering 7 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 net assets of Ninety One Ltd for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 28.5% | ZAC99.70 Million | ZAC99.70 Million | ZAC- | ZAC349.90 Million | ▼ -3.6 pp |
| 2022 | 32.1% | ZAC109.70 Million | ZAC109.70 Million | ZAC- | ZAC341.60 Million | ▼ -15.7 pp |
| 2021 | 47.8% | ZAC121.00 Million | ZAC121.00 Million | ZAC- | ZAC253.30 Million | ▼ -24.2 pp |
| 2020 | 71.9% | ZAC108.70 Million | ZAC108.70 Million | ZAC- | ZAC151.10 Million | ▲ +68.0 pp |
| 2019 | 3.9% | ZAC7.70 Million | ZAC7.70 Million | ZAC- | ZAC195.64 Million | ▲ +2.3 pp |
| 2018 | 1.6% | ZAC3.44 Million | ZAC3.44 Million | ZAC- | ZAC211.61 Million | ▼ -0.3 pp |
| 2017 | 1.9% | ZAC3.75 Million | ZAC3.75 Million | ZAC- | ZAC196.62 Million | — |