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. See Primaris Retail R.E. Invest. Tr. Units balance sheet quality to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see PMZ-UN market cap.
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. See what is Primaris Retail R.E. Invest. Tr. Units's book value for net asset value and shareholders' equity analysis.
| 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 | — |