Ninety One Ltd (NY1) — Strategic Asset Allocation Index

Latest as of March 2023: 28.5%

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. Check financial resilience of Ninety One Ltd to evaluate the company's liquid asset resilience ratio.

SAAI

28.5%
Strategic Assets / Net Assets

Strategic Assets

ZAC99.70 Million
PP&E + LT Investments

PP&E

ZAC99.70 Million
ZAC

Net Assets

ZAC349.90 Million
ZAC

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. See financial flexibility index of Ninety One Ltd to measure the company's free cash flow as a share of total liabilities.

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. For the full company profile including market capitalisation, see Ninety One Ltd (NY1) total market value.

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
pp = percentage points