Lapidoth-Heletz Limited Partnership (LPHL-L) — Strategic Asset Allocation Index
Lapidoth-Heletz Limited Partnership (LPHL-L) has a Strategic Asset Allocation Index of 5.7% as of June 2021. Strategic assets (PP&E of ILA7.41 Million plus long-term investments of ILA-) total ILA7.41 Million, measured against net assets of ILA129.99 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See LPHL-L equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Lapidoth-Heletz Limited Partnership Strategic Asset Allocation Index (2013–2020)
This chart shows how Lapidoth-Heletz Limited Partnership's Strategic Asset Allocation Index has evolved across 8 annual periods from 2013 to 2020. As of June 2021, the index stands at 5.7%, representing strategic assets of ILA7.41 Million against net assets of ILA129.99 Million ILA. For live market cap and overall valuation, see Lapidoth-Heletz Limited Partnership (LPHL-L) total market value.
Annual Strategic Asset Allocation Index for Lapidoth-Heletz Limited Partnership (2013–2020)
The table below presents the year-by-year Strategic Asset Allocation Index for Lapidoth-Heletz Limited Partnership from 2013 to 2020, 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 Lapidoth-Heletz Limited Partnership (LPHL-L) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2020 | 4.2% | ILA5.25 Million | ILA5.25 Million | ILA- | ILA124.95 Million | ▼ -0.9 pp |
| 2019 | 5.1% | ILA6.61 Million | ILA6.61 Million | ILA- | ILA130.44 Million | ▼ -0.5 pp |
| 2018 | 5.5% | ILA7.84 Million | ILA7.84 Million | ILA- | ILA142.06 Million | ▲ +0.5 pp |
| 2017 | 5.0% | ILA6.98 Million | ILA6.98 Million | ILA- | ILA139.52 Million | ▼ -1.3 pp |
| 2016 | 6.3% | ILA8.74 Million | ILA8.74 Million | ILA- | ILA139.51 Million | ▼ -1.3 pp |
| 2015 | 7.6% | ILA9.59 Million | ILA9.59 Million | ILA- | ILA126.08 Million | ▼ -0.6 pp |
| 2014 | 8.2% | ILA12.58 Million | ILA12.58 Million | ILA- | ILA153.61 Million | ▲ +2.5 pp |
| 2013 | 5.7% | ILA9.13 Million | ILA9.13 Million | ILA- | ILA160.91 Million | — |