Invercap (INVERCAP) — Strategic Asset Allocation Index
Invercap (INVERCAP) has a Strategic Asset Allocation Index of 100.0% as of June 2023. Strategic assets (PP&E of CL$4.08 Billion plus long-term investments of CL$-) total CL$4.08 Billion, measured against net assets of CL$4.08 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Invercap Strategic Asset Allocation Index (2014–2022)
This chart shows how Invercap's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of June 2023, the index stands at 100.0%, representing strategic assets of CL$4.08 Billion against net assets of CL$4.08 Billion CLP. Explore Invercap cash conversion from operations to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Invercap (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Invercap from 2014 to 2022, covering 9 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 Invercap stock valuation.
| Year | SAAI | Strategic Assets (CLP) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 95.7% | CL$4.08 Billion | CL$4.08 Billion | CL$- | CL$4.26 Billion | ▲ +4.3 pp |
| 2021 | 91.5% | CL$3.94 Billion | CL$3.94 Billion | CL$- | CL$4.31 Billion | ▲ +87.1 pp |
| 2020 | 4.3% | CL$30.84 Million | CL$30.84 Million | CL$- | CL$711.24 Million | ▼ -102.0 pp |
| 2019 | 106.4% | CL$633.02 Million | CL$27.66 Million | CL$605.35 Million | CL$595.14 Million | ▲ +2.5 pp |
| 2018 | 103.9% | CL$655.69 Million | CL$16.60 Million | CL$639.09 Million | CL$631.28 Million | ▼ -0.4 pp |
| 2017 | 104.3% | CL$645.05 Million | CL$24.59 Million | CL$620.46 Million | CL$618.46 Million | ▼ -0.5 pp |
| 2016 | 104.8% | CL$621.83 Million | CL$26.66 Million | CL$595.17 Million | CL$593.56 Million | ▼ -4.6 pp |
| 2015 | 109.3% | CL$652.20 Million | CL$28.25 Million | CL$623.96 Million | CL$596.50 Million | ▲ +1.0 pp |
| 2014 | 108.4% | CL$648.78 Million | CL$25.26 Million | CL$623.52 Million | CL$598.65 Million | — |