Summit (SMT) — Strategic Asset Allocation Index
Summit (SMT) has a Strategic Asset Allocation Index of 175.9% as of June 2023. Strategic assets (PP&E of ILA9.20 Billion plus long-term investments of ILA-) total ILA9.20 Billion, measured against net assets of ILA5.23 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SMT equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Summit Strategic Asset Allocation Index (2005–2021)
This chart shows how Summit's Strategic Asset Allocation Index has evolved across 12 annual periods from 2005 to 2021. As of June 2023, the index stands at 175.9%, representing strategic assets of ILA9.20 Billion against net assets of ILA5.23 Billion ILA. For live market cap and overall valuation, see Summit (SMT) total market value.
Annual Strategic Asset Allocation Index for Summit (2005–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Summit from 2005 to 2021, covering 12 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 Summit shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 148.5% | ILA6.25 Billion | ILA6.25 Billion | ILA- | ILA4.21 Billion | ▼ -41.1 pp |
| 2020 | 189.7% | ILA7.53 Billion | ILA7.53 Billion | ILA- | ILA3.97 Billion | ▲ +16.5 pp |
| 2019 | 173.1% | ILA7.15 Billion | ILA7.15 Billion | ILA- | ILA4.13 Billion | ▼ -17.8 pp |
| 2018 | 190.9% | ILA8.23 Billion | ILA8.03 Billion | ILA198.78 Million | ILA4.31 Billion | ▲ +16.2 pp |
| 2017 | 174.7% | ILA5.11 Billion | ILA4.90 Billion | ILA207.03 Million | ILA2.93 Billion | ▲ +7.8 pp |
| 2016 | 166.9% | ILA3.97 Billion | ILA3.80 Billion | ILA170.38 Million | ILA2.38 Billion | ▼ -14.8 pp |
| 2015 | 181.7% | ILA3.60 Billion | ILA3.58 Billion | ILA18.15 Million | ILA1.98 Billion | ▼ -65.5 pp |
| 2014 | 247.2% | ILA3.17 Billion | ILA3.15 Billion | ILA24.33 Million | ILA1.28 Billion | ▼ -79.4 pp |
| 2013 | 326.6% | ILA2.75 Billion | ILA2.69 Billion | ILA58.93 Million | ILA842.47 Million | ▲ +147.0 pp |
| 2008 | 179.7% | ILA256.64 Million | ILA256.64 Million | ILA- | ILA142.84 Million | ▲ +84.8 pp |
| 2007 | 94.9% | ILA275.81 Million | ILA275.81 Million | ILA- | ILA290.71 Million | ▼ -2712.7 pp |
| 2005 | 2807.6% | ILA1.20 Billion | ILA1.20 Billion | ILA- | ILA42.68 Million | — |