Universal Partners Ltd (UPL) — Strategic Asset Allocation Index

Latest as of December 2019: 99.8%

Universal Partners Ltd (UPL) has a Strategic Asset Allocation Index of 99.8% as of December 2019. Strategic assets (PP&E of ZAC- plus long-term investments of ZAC81.87 Million) total ZAC81.87 Million, measured against net assets of ZAC82.03 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UPL net asset quality index to measure how much of total assets are equity-financed.

SAAI

99.8%

Strategic Assets / Net Assets

Strategic Assets

ZAC81.87 Million

PP&E + LT Investments

PP&E

ZAC-

ZAC

Net Assets

ZAC82.03 Million

ZAC

Universal Partners Ltd Strategic Asset Allocation Index (2017–2019)

This chart shows how Universal Partners Ltd's Strategic Asset Allocation Index has evolved across 3 annual periods from 2017 to 2019. As of December 2019, the index stands at 99.8%, representing strategic assets of ZAC81.87 Million against net assets of ZAC82.03 Million ZAC. For live market cap and overall valuation, see Universal Partners Ltd market cap and net worth.

Annual Strategic Asset Allocation Index for Universal Partners Ltd (2017–2019)

The table below presents the year-by-year Strategic Asset Allocation Index for Universal Partners Ltd from 2017 to 2019, covering 3 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 Universal Partners Ltd net assets for net asset value and shareholders' equity analysis.

Year	SAAI	Strategic Assets (ZAC)	PP&E	LT Investments	Net Assets	Change (pp)
2019	85.0%	ZAC70.28 Million	ZAC-	ZAC70.28 Million	ZAC82.67 Million	▲ +11.8 pp
2018	73.2%	ZAC54.66 Million	ZAC-	ZAC54.66 Million	ZAC74.64 Million	▲ +67.6 pp
2017	5.6%	ZAC4.00 Million	ZAC-	ZAC4.00 Million	ZAC71.18 Million	—

pp = percentage points