CAP-XX Limited (CPX) — Strategic Asset Allocation Index
CAP-XX Limited (CPX) has a Strategic Asset Allocation Index of 70.7% as of June 2023. Strategic assets (PP&E of GBX4.62 Million plus long-term investments of GBX-) total GBX4.62 Million, measured against net assets of GBX6.53 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is CAP-XX Limited's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
CAP-XX Limited Strategic Asset Allocation Index (2014–2023)
This chart shows how CAP-XX Limited's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 70.7%, representing strategic assets of GBX4.62 Million against net assets of GBX6.53 Million GBX. For live market cap and overall valuation, see CPX market cap.
Annual Strategic Asset Allocation Index for CAP-XX Limited (2014–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for CAP-XX Limited from 2014 to 2023, 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 CPX net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 70.7% | GBX4.62 Million | GBX4.62 Million | GBX- | GBX6.53 Million | ▼ -5.9 pp |
| 2022 | 76.7% | GBX5.25 Million | GBX5.25 Million | GBX- | GBX6.84 Million | ▼ -43.3 pp |
| 2021 | 120.0% | GBX5.95 Million | GBX5.95 Million | GBX- | GBX4.96 Million | ▲ +57.3 pp |
| 2020 | 62.7% | GBX4.76 Million | GBX4.76 Million | GBX- | GBX7.59 Million | ▲ +51.6 pp |
| 2019 | 11.1% | GBX679.34K | GBX679.34K | GBX- | GBX6.14 Million | ▼ -0.9 pp |
| 2018 | 12.0% | GBX572.95K | GBX572.95K | GBX- | GBX4.79 Million | ▲ +5.9 pp |
| 2017 | 6.0% | GBX369.78K | GBX369.78K | GBX- | GBX6.12 Million | ▼ -3.8 pp |
| 2016 | 9.8% | GBX364.69K | GBX364.69K | GBX- | GBX3.71 Million | ▲ +3.1 pp |
| 2015 | 6.7% | GBX301.27K | GBX301.27K | GBX- | GBX4.49 Million | ▼ -10.0 pp |
| 2014 | 16.7% | GBX377.16K | GBX377.16K | GBX- | GBX2.26 Million | — |