Economic Investment Trust Ltd (EVT) — Strategic Asset Allocation Index
Economic Investment Trust Ltd (EVT) has a Strategic Asset Allocation Index of 94.2% as of December 2019. Strategic assets (PP&E of CA$- plus long-term investments of CA$851.56 Million) total CA$851.56 Million, measured against net assets of CA$903.62 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Economic Investment Trust Ltd net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Economic Investment Trust Ltd Strategic Asset Allocation Index (2014–2019)
This chart shows how Economic Investment Trust Ltd's Strategic Asset Allocation Index has evolved across 6 annual periods from 2014 to 2019. As of December 2019, the index stands at 94.2%, representing strategic assets of CA$851.56 Million against net assets of CA$903.62 Million CAD. For live market cap and overall valuation, see EVT market cap overview.
Annual Strategic Asset Allocation Index for Economic Investment Trust Ltd (2014–2019)
The table below presents the year-by-year Strategic Asset Allocation Index for Economic Investment Trust Ltd from 2014 to 2019, covering 6 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 EVT net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2019 | 94.2% | CA$851.56 Million | CA$- | CA$851.56 Million | CA$903.62 Million | ▲ +2.6 pp |
| 2018 | 91.7% | CA$735.70 Million | CA$- | CA$735.70 Million | CA$802.57 Million | ▼ -6.0 pp |
| 2017 | 97.7% | CA$833.58 Million | CA$- | CA$833.58 Million | CA$853.47 Million | ▲ +5.2 pp |
| 2016 | 92.5% | CA$717.89 Million | CA$- | CA$717.89 Million | CA$776.40 Million | ▼ -4.7 pp |
| 2015 | 97.1% | CA$723.28 Million | CA$- | CA$723.28 Million | CA$744.71 Million | ▼ -7.5 pp |
| 2014 | 104.6% | CA$719.36 Million | CA$- | CA$719.36 Million | CA$687.49 Million | — |