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. See Invercap (INVERCAP) net asset quality to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see market cap of Invercap.
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. See INVERCAP net asset value for net asset value and shareholders' equity analysis.
| 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 | — |