Income Financial Trust

TO:INC-UN Canada Asset Management
Market Cap
$19.29 Million
CA$27.71 Million CAD
Market Cap Rank
#42070 Global
#645 in Canada
Share Price
CA$8.25
Change (1 day)
-8.23%
52-Week Range
CA$7.30 - CA$9.82
All Time High
CA$13.74
About

Income Financial Trust is an open-ended equity mutual fund launched by Quadravest Inc. The fund is managed by Quadravest Capital Management Inc. It invests in the public equity markets of North America. The fund seeks to invest in stocks of companies operating in the financial services sector. It invests in stocks of companies that are included in the Toronto Stock Exchange Financial Services Ind… Read more

Income Financial Trust (INC-UN) - Total Assets

Latest total assets as of June 2025: CA$28.42 Million CAD

Based on the latest financial reports, Income Financial Trust (INC-UN) holds total assets worth CA$28.42 Million CAD as of June 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.

Income Financial Trust - Total Assets Trend (2008–2024)

This chart illustrates how Income Financial Trust’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.

Income Financial Trust - Asset Composition Analysis

Current Asset Composition (December 2024)

Income Financial Trust's total assets of CA$28.42 Million consist of 7.4% current assets and 92.6% non-current assets.

Asset Category Amount (CAD) % of Total Assets
Cash & Equivalents CA$0.00 7.3%
Accounts Receivable CA$57.92K 0.2%
Inventory CA$0.00 0.0%
Property, Plant & Equipment CA$0.00 0.0%
Intangible Assets CA$0.00 0.0%
Goodwill CA$0.00 0.0%

Asset Composition Trend (2008–2024)

This chart illustrates how Income Financial Trust'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.

Key Asset Composition Facts

  • Current vs. Non-Current Assets: Income Financial Trust's current assets represent 7.4% of total assets in 2024, an increase from 0.6% in 2008.
  • Cash Position: Cash and equivalents constituted 7.3% of total assets in 2024, up from 0.3% in 2008.
  • Tangible vs. Intangible: Intangible assets (including goodwill) make up 0.0% of total assets, unchanged from 0.0% in 2008.
  • Asset Diversification: The largest asset category is accounts receivable at 0.2% of total assets.

Income Financial Trust Competitors by Total Assets

Key competitors of Income Financial Trust based on total assets are shown below.

Company Country Total Assets
Bexil Cp
PINK:BXLC
USA $29.44 Million
Norte Grande
SN:NORTEGRAN
Chile CL$2.91 Billion
BlackRock Capital Allocation Trust
NYSE:BCAT
USA $1.87 Billion
Big Tech 50 R&D-Limited Partnership
TA:BIGT
Israel ILA14.08 Million
Zhuhai Huajin Capital Co Ltd
SHE:000532
China CN¥2.38 Billion
Shaanxi International Trust Co Ltd
SHE:000563
China CN¥29.45 Billion
Sichuan Shuangma Cement Co Ltd
SHE:000935
China CN¥9.30 Billion
Sk Securities
KO:001510
Korea ₩7.28 Trillion

Income Financial Trust - Asset Efficiency Metrics

Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.

Asset Turnover Ratio

Measures how efficiently a company uses its assets to generate sales

Historical Range: -0.19 - 0.20

Lower asset utilization - Income Financial Trust generates 0.06x its asset value in annual revenue.

Return on Assets (ROA)

Measures how efficiently a company uses its assets to generate profits

Historical Range: -20.78% - 28.50%

Excellent ROA - For every $100 in assets, Income Financial Trust generates $ 28.50 in net profit.

Income Financial Trust - 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 1.57 2.54 61.66
Quick Ratio 1.57 2.54 61.66
Cash Ratio 0.00 0.00 0.00
Working Capital CA$156.02K CA$ 437.58K CA$ 13.92 Million

Income Financial Trust - Advanced Valuation Insights

This section examines the relationship between Income Financial Trust'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 1.13
Latest Market Cap to Assets Ratio 0.00
Asset Growth Rate (YoY) 24.6%
Total Assets CA$29.54 Million
Market Capitalization $57.08K USD

Valuation Analysis

Below Book Valuation: The market values Income Financial Trust's assets below their book value (0.00 x), which may indicate investor concerns about asset quality or future growth.

Rapid Asset Growth: Income Financial Trust's assets grew by 24.6% over the past year, indicating significant expansion of the company's resource base.

Annual Total Assets for Income Financial Trust (2008–2024)

The table below shows the annual total assets of Income Financial Trust from 2008 to 2024.

Year Total Assets Change
2024-12-31 CA$29.54 Million +24.59%
2023-12-31 CA$23.71 Million -4.10%
2022-12-31 CA$24.73 Million +19.26%
2021-12-31 CA$20.73 Million +30.68%
2020-12-31 CA$15.87 Million -17.93%
2019-12-31 CA$19.33 Million +7.33%
2018-12-31 CA$18.01 Million -29.35%
2017-12-31 CA$25.49 Million -6.12%
2016-12-31 CA$27.16 Million +10.26%
2015-12-31 CA$24.63 Million -7.70%
2014-12-31 CA$26.69 Million -0.43%
2013-12-31 CA$26.80 Million +5.75%
2012-12-31 CA$25.34 Million -4.33%
2011-12-31 CA$26.49 Million -29.35%
2010-12-31 CA$37.49 Million -20.37%
2009-12-31 CA$47.08 Million -20.17%
2008-12-31 CA$58.98 Million --