Analyst IMS Investment Management Services Ltd (ANLT) — Strategic Asset Allocation Index
Analyst IMS Investment Management Services Ltd (ANLT) has a Strategic Asset Allocation Index of 12.4% as of March 2023. Strategic assets (PP&E of ILA19.47 Million plus long-term investments of ILA-) total ILA19.47 Million, measured against net assets of ILA157.11 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ANLT equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Analyst IMS Investment Management Services Ltd Strategic Asset Allocation Index (2004–2022)
This chart shows how Analyst IMS Investment Management Services Ltd's Strategic Asset Allocation Index has evolved across 17 annual periods from 2004 to 2022. As of March 2023, the index stands at 12.4%, representing strategic assets of ILA19.47 Million against net assets of ILA157.11 Million ILA. For live market cap and overall valuation, see Analyst IMS Investment Management Servic stock valuation.
Annual Strategic Asset Allocation Index for Analyst IMS Investment Management Services Ltd (2004–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Analyst IMS Investment Management Services Ltd from 2004 to 2022, covering 17 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 ANLT net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 12.7% | ILA20.23 Million | ILA20.23 Million | ILA- | ILA159.59 Million | ▲ +0.4 pp |
| 2021 | 12.3% | ILA21.14 Million | ILA21.14 Million | ILA- | ILA172.19 Million | ▼ -2.0 pp |
| 2020 | 14.2% | ILA23.06 Million | ILA23.06 Million | ILA- | ILA161.98 Million | ▼ -2.7 pp |
| 2019 | 17.0% | ILA25.71 Million | ILA25.71 Million | ILA- | ILA151.47 Million | ▼ -22.3 pp |
| 2018 | 39.2% | ILA56.34 Million | ILA1.31 Million | ILA55.03 Million | ILA143.58 Million | ▼ -8.9 pp |
| 2017 | 48.1% | ILA61.97 Million | ILA1.54 Million | ILA60.42 Million | ILA128.85 Million | ▲ +0.1 pp |
| 2016 | 48.0% | ILA57.98 Million | ILA1.56 Million | ILA56.42 Million | ILA120.72 Million | ▼ -0.9 pp |
| 2015 | 48.9% | ILA63.06 Million | ILA1.46 Million | ILA61.60 Million | ILA128.94 Million | ▲ +1.6 pp |
| 2014 | 47.3% | ILA61.78 Million | ILA1.16 Million | ILA60.62 Million | ILA130.61 Million | ▼ 0.0 pp |
| 2013 | 47.3% | ILA66.67 Million | ILA1.27 Million | ILA65.40 Million | ILA140.92 Million | ▲ +46.4 pp |
| 2012 | 0.9% | ILA1.13 Million | ILA1.13 Million | ILA- | ILA123.52 Million | ▼ -0.2 pp |
| 2010 | 1.1% | ILA2.62 Million | ILA2.62 Million | ILA- | ILA227.91 Million | ▼ -0.3 pp |
| 2009 | 1.5% | ILA3.14 Million | ILA3.14 Million | ILA- | ILA212.64 Million | ▼ -2.3 pp |
| 2008 | 3.8% | ILA4.32 Million | ILA4.32 Million | ILA- | ILA113.21 Million | ▲ +2.5 pp |
| 2006 | 1.3% | ILA1.90 Million | ILA1.90 Million | ILA- | ILA144.57 Million | ▼ -0.5 pp |
| 2005 | 1.8% | ILA1.88 Million | ILA1.88 Million | ILA- | ILA105.91 Million | ▼ -0.1 pp |
| 2004 | 1.9% | ILA1.81 Million | ILA1.81 Million | ILA- | ILA94.69 Million | — |