Sarfati (SRFT) — Strategic Asset Allocation Index
Sarfati (SRFT) has a Strategic Asset Allocation Index of 3.3% as of June 2023. Strategic assets (PP&E of ILA15.96 Million plus long-term investments of ILA-) total ILA15.96 Million, measured against net assets of ILA487.76 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Sarfati balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Sarfati Strategic Asset Allocation Index (2005–2021)
This chart shows how Sarfati's Strategic Asset Allocation Index has evolved across 16 annual periods from 2005 to 2021. As of June 2023, the index stands at 3.3%, representing strategic assets of ILA15.96 Million against net assets of ILA487.76 Million ILA. For live market cap and overall valuation, see Sarfati (SRFT) total market value.
Annual Strategic Asset Allocation Index for Sarfati (2005–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Sarfati from 2005 to 2021, covering 16 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 Sarfati shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 1.1% | ILA4.22 Million | ILA4.22 Million | ILA- | ILA390.16 Million | ▼ -1.4 pp |
| 2020 | 2.4% | ILA6.29 Million | ILA6.29 Million | ILA- | ILA258.42 Million | ▲ +0.2 pp |
| 2019 | 2.2% | ILA6.02 Million | ILA6.02 Million | ILA- | ILA268.98 Million | ▲ +0.5 pp |
| 2018 | 1.7% | ILA4.61 Million | ILA4.61 Million | ILA- | ILA264.86 Million | ▼ -1.4 pp |
| 2017 | 3.2% | ILA6.44 Million | ILA6.44 Million | ILA- | ILA202.65 Million | ▼ -1.9 pp |
| 2016 | 5.1% | ILA5.95 Million | ILA5.95 Million | ILA- | ILA117.48 Million | ▼ -0.1 pp |
| 2015 | 5.2% | ILA6.51 Million | ILA6.51 Million | ILA- | ILA126.30 Million | ▼ -4.9 pp |
| 2014 | 10.0% | ILA10.62 Million | ILA5.13 Million | ILA5.49 Million | ILA106.17 Million | ▲ +3.1 pp |
| 2013 | 6.9% | ILA7.30 Million | ILA4.05 Million | ILA3.25 Million | ILA106.18 Million | ▲ +0.7 pp |
| 2011 | 6.2% | ILA4.90 Million | ILA4.90 Million | ILA- | ILA79.47 Million | ▲ +0.0 pp |
| 2010 | 6.1% | ILA3.85 Million | ILA3.85 Million | ILA- | ILA62.74 Million | ▼ -1.2 pp |
| 2009 | 7.4% | ILA4.87 Million | ILA4.87 Million | ILA- | ILA66.14 Million | ▲ +1.5 pp |
| 2008 | 5.9% | ILA4.08 Million | ILA4.08 Million | ILA- | ILA69.09 Million | ▼ -1.0 pp |
| 2007 | 6.9% | ILA4.18 Million | ILA4.18 Million | ILA- | ILA61.02 Million | ▲ +0.4 pp |
| 2006 | 6.5% | ILA3.98 Million | ILA3.98 Million | ILA- | ILA61.41 Million | ▼ -1.4 pp |
| 2005 | 7.9% | ILA3.91 Million | ILA3.91 Million | ILA- | ILA49.36 Million | — |