Old Mutual Ltd Strategic Asset Allocation Index
Old Mutual Ltd strategic asset allocation index. Old Mutual Ltd (OMU) has a Strategic Asset Allocation Index of 1686.9% as of December 2024. Strategic assets (PP&E of ZAC- plus long-term investments of ZAC1.04 Trillion) total ZAC1.04 Trillion, measured against net assets of ZAC61.77 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Old Mutual Ltd (OMU) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Old Mutual Ltd (2014–2024)
Strategic asset allocation index of Old Mutual Ltd from 2014 to 2024. This chart shows how Old Mutual Ltd's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of December 2024, the index stands at 1686.9%, representing strategic assets of ZAC1.04 Trillion against net assets of ZAC61.77 Billion ZAC. Check OMU tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Old Mutual Ltd Strategic Asset Allocation Index by Year (2014–2024)
Old Mutual Ltd strategic asset allocation index by year from 2014 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Old Mutual Ltd from 2014 to 2024, covering 11 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 live market cap and overall valuation, see Old Mutual Ltd market cap and net worth.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 1686.9% | ZAC1.04 Trillion | ZAC- | ZAC1.04 Trillion | ZAC61.77 Billion | ▲ +35.3 pp |
| 2023 | 1651.6% | ZAC967.40 Billion | ZAC- | ZAC967.40 Billion | ZAC58.58 Billion | ▲ +286.2 pp |
| 2022 | 1365.4% | ZAC908.62 Billion | ZAC8.28 Billion | ZAC900.34 Billion | ZAC66.55 Billion | ▼ -37.1 pp |
| 2021 | 1402.5% | ZAC915.84 Billion | ZAC9.15 Billion | ZAC906.69 Billion | ZAC65.30 Billion | ▲ +235.1 pp |
| 2020 | 1167.4% | ZAC809.28 Billion | ZAC8.95 Billion | ZAC800.33 Billion | ZAC69.32 Billion | ▲ +160.9 pp |
| 2019 | 1006.5% | ZAC784.33 Billion | ZAC9.89 Billion | ZAC774.44 Billion | ZAC77.92 Billion | ▲ +90.5 pp |
| 2018 | 916.0% | ZAC745.84 Billion | ZAC7.74 Billion | ZAC738.10 Billion | ZAC81.42 Billion | ▲ +514.7 pp |
| 2017 | 401.4% | ZAC735.49 Billion | ZAC8.08 Billion | ZAC727.41 Billion | ZAC183.25 Billion | ▼ -529.2 pp |
| 2016 | 930.5% | ZAC1.76 Trillion | ZAC892.00 Million | ZAC1.76 Trillion | ZAC188.88 Billion | ▲ +889.8 pp |
| 2015 | 40.7% | ZAC83.90 Billion | ZAC700.00 Million | ZAC83.20 Billion | ZAC206.10 Billion | ▼ -10.1 pp |
| 2014 | 50.8% | ZAC87.36 Billion | ZAC765.00 Million | ZAC86.59 Billion | ZAC172.03 Billion | — |