Plato Income Maximiser Ltd (PL8) - Total Assets
Based on the latest financial reports, Plato Income Maximiser Ltd (PL8) holds total assets worth AU$870.37 Million AUD (≈ $615.84 Million USD) as of December 2025. Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments. Check PL8 cash reinvestment to operating cash ratio to assess the company's total reinvestment commitment from operating cash flow.
Plato Income Maximiser Ltd - Total Assets Trend (2016–2025)
This chart illustrates how Plato Income Maximiser Ltd's total assets have evolved over time, based on quarterly financial data. Explore Plato Income Maximiser Ltd (PL8) investment intensity to see how much of total assets are deployed in long-term investments.
Plato Income Maximiser Ltd - Asset Composition Analysis
Current Asset Composition (June 2025)
Plato Income Maximiser Ltd's total assets of AU$870.37 Million consist of 0.9% current assets and 99.1% non-current assets.
| Asset Category | Amount (AUD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$0.00 | 0.0% |
| Accounts Receivable | AU$7.81 Million | 0.9% |
| Inventory | AU$0.00 | 0.0% |
| Property, Plant & Equipment | AU$0.00 | 0.0% |
| Intangible Assets | AU$0.00 | 0.0% |
| Goodwill | AU$0.00 | 0.0% |
Asset Composition Trend (2016–2025)
This chart illustrates how Plato Income Maximiser Ltd's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution. For live market cap, price, and company overview, see market value of Plato Income Maximiser Ltd.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Plato Income Maximiser Ltd's current assets represent 0.9% of total assets in 2025, a decrease from 100.0% in 2016.
- Cash Position: Cash and equivalents constituted 0.0% of total assets in 2025, down from 99.0% in 2016.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 0.0% of total assets, unchanged from 0.0% in 2016.
- Asset Diversification: The largest asset category is accounts receivable at 0.9% of total assets.
Plato Income Maximiser Ltd Competitors by Total Assets
Key competitors of Plato Income Maximiser Ltd based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Metrics Master Income Trust
AU:MXT
|
Australia | AU$2.46 Billion |
|
Jpmorgan Global Core Real Assets Ltd
LSE:JARA
|
UK | GBX70.85 Million |
|
Northern Trust Corporation
NASDAQ:NTRS
|
USA | $174.57 Billion |
|
Principal Financial Group Inc
NASDAQ:PFG
|
USA | $332.70 Billion |
|
Industrivarden AB ser. C
ST:INDU-C
|
Sweden | Skr211.38 Billion |
|
Sprott Physical Gold and Silver Trust
TO:CEF
|
Canada | CA$9.34 Billion |
|
Anxin Trust Co Ltd
SHG:600816
|
China | CN¥26.40 Billion |
|
Norte Grande
SN:NORTEGRAN
|
Chile | CL$2.96 Billion |
Plato Income Maximiser Ltd - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 725.27 | 50683.75 | 17.13 |
| Quick Ratio | 725.27 | 50693.62 | 1394.88 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | AU$7.97 Million | AU$810.92 Million | AU$4.76 Million |
Plato Income Maximiser Ltd - Advanced Valuation Insights
This section examines the relationship between Plato Income Maximiser Ltd's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 1.22 |
| Latest Market Cap to Assets Ratio | 0.84 |
| Asset Growth Rate (YoY) | 5.2% |
| Total Assets | AU$865.83 Million |
| Market Capitalization | $728.35 Million USD |
Valuation Analysis
Near Book Valuation: The market values Plato Income Maximiser Ltd's assets close to their book value (0.84x), suggesting investors view the company's assets at approximately fair value.
Positive Asset Growth: Plato Income Maximiser Ltd's assets grew by 5.2% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for Plato Income Maximiser Ltd (2016–2025)
The table below shows the annual total assets of Plato Income Maximiser Ltd from 2016 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-06-30 | AU$865.83 Million ≈ $612.63 Million |
+5.20% |
| 2024-06-30 | AU$823.03 Million ≈ $582.35 Million |
+20.72% |
| 2023-06-30 | AU$681.78 Million ≈ $482.40 Million |
+17.92% |
| 2022-06-30 | AU$578.15 Million ≈ $409.08 Million |
+18.37% |
| 2021-06-30 | AU$488.41 Million ≈ $345.58 Million |
+12.79% |
| 2020-06-30 | AU$433.03 Million ≈ $306.39 Million |
+30.25% |
| 2019-06-30 | AU$332.46 Million ≈ $235.24 Million |
+1.01% |
| 2018-06-30 | AU$329.14 Million ≈ $232.89 Million |
+1.60% |
| 2017-06-30 | AU$323.94 Million ≈ $229.21 Million |
0.00% |
| 2016-12-31 | AU$323.94 Million ≈ $229.21 Million |
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About Plato Income Maximiser Ltd
Plato Income Maximiser Limited is a privately owned investment manager. The firm provides its services to SMSF and pension-phase investors. It invests in public equity markets of Australia. The firm invests in diversified portfolio of Australian shares with an income focus. Plato Income Maximiser Limited was founded on April 21, 2017 and is based in New South Wales, Australia.