Primaris Retail R.E. Invest. Tr. Units (PMZ-UN) — Strategic Asset Allocation Index
Primaris Retail R.E. Invest. Tr. Units (PMZ-UN) has a Strategic Asset Allocation Index of 141.1% as of June 2023. Strategic assets (PP&E of CA$2.97 Billion plus long-term investments of CA$-) total CA$2.97 Billion, measured against net assets of CA$2.11 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Primaris Retail R.E. Invest. Tr. Units asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Primaris Retail R.E. Invest. Tr. Units Strategic Asset Allocation Index (2018–2022)
This chart shows how Primaris Retail R.E. Invest. Tr. Units's Strategic Asset Allocation Index has evolved across 5 annual periods from 2018 to 2022. As of June 2023, the index stands at 141.1%, representing strategic assets of CA$2.97 Billion against net assets of CA$2.11 Billion CAD. See PMZ-UN FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Primaris Retail R.E. Invest. Tr. Units (2018–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Primaris Retail R.E. Invest. Tr. Units from 2018 to 2022, covering 5 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. For the full company profile including market capitalisation, see PMZ-UN market cap.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 149.9% | CA$3.13 Billion | CA$3.13 Billion | CA$- | CA$2.09 Billion | ▲ +3.3 pp |
| 2021 | 146.6% | CA$3.21 Billion | CA$3.21 Billion | CA$- | CA$2.19 Billion | ▼ -63.4 pp |
| 2020 | 210.0% | CA$2.10 Billion | CA$2.10 Billion | CA$- | CA$1.00 Billion | ▲ +38.2 pp |
| 2019 | 171.9% | CA$2.71 Billion | CA$2.71 Billion | CA$- | CA$1.58 Billion | ▲ +4.9 pp |
| 2018 | 167.0% | CA$2.70 Billion | CA$2.70 Billion | CA$- | CA$1.62 Billion | — |