Zona Franca de Iquique S.A (ZOFRI) — Strategic Asset Allocation Index
Zona Franca de Iquique S.A (ZOFRI) has a Strategic Asset Allocation Index of 124.8% as of June 2023. Strategic assets (PP&E of CL$72.43 Billion plus long-term investments of CL$-) total CL$72.43 Billion, measured against net assets of CL$58.03 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Zona Franca de Iquique S.A balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Zona Franca de Iquique S.A Strategic Asset Allocation Index (2014–2021)
This chart shows how Zona Franca de Iquique S.A's Strategic Asset Allocation Index has evolved across 8 annual periods from 2014 to 2021. As of June 2023, the index stands at 124.8%, representing strategic assets of CL$72.43 Billion against net assets of CL$58.03 Billion CLP. For live market cap and overall valuation, see ZOFRI market cap overview.
Annual Strategic Asset Allocation Index for Zona Franca de Iquique S.A (2014–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Zona Franca de Iquique S.A from 2014 to 2021, covering 8 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 Zona Franca de Iquique S.A (ZOFRI) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CLP) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 136.7% | CL$76.08 Billion | CL$76.08 Billion | CL$- | CL$55.65 Billion | ▼ -30.5 pp |
| 2020 | 167.2% | CL$79.60 Billion | CL$79.60 Billion | CL$- | CL$47.61 Billion | ▼ -0.8 pp |
| 2019 | 168.0% | CL$82.68 Billion | CL$82.68 Billion | CL$- | CL$49.21 Billion | ▼ -3.2 pp |
| 2018 | 171.3% | CL$83.25 Billion | CL$83.25 Billion | CL$- | CL$48.60 Billion | ▼ -19.4 pp |
| 2017 | 190.7% | CL$83.12 Billion | CL$83.12 Billion | CL$- | CL$43.59 Billion | ▼ -17.0 pp |
| 2016 | 207.7% | CL$84.07 Billion | CL$84.07 Billion | CL$- | CL$40.47 Billion | ▼ -11.5 pp |
| 2015 | 219.3% | CL$83.64 Billion | CL$83.64 Billion | CL$- | CL$38.15 Billion | ▼ -12.4 pp |
| 2014 | 231.7% | CL$80.83 Billion | CL$80.83 Billion | CL$- | CL$34.89 Billion | — |