Alternative Investment Trust
Alternative Investment Trust (AIQ.AX) operates in the Investment Management & Fund Operators industry, managing assets through a diversified portfolio of investments and generating income primarily from management fees and investment returns.
Business. Alternative Investment Trust (AIQ.AX) is an investment management and fund operator listed on the Australian Securities Exchange. The company operates within the Banking & Investment Services sector, generating revenue primarily through fee-based models associated with managing assets. Specific details regarding its operating segments and geographic presence are not provided in the available data.
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Alternative Investment Trust (AIQ.AX) is an investment management and fund operator listed on the Australian Securities Exchange. The company operates within the Banking & Investment Services sector, generating revenue primarily through fee-based models associated with managing assets. Specific details regarding its operating segments and geographic presence are not provided in the available data.
The company maintains a strong capital structure with a debt-to-equity ratio of 0.0, indicating no long-term debt obligations. Its liquidity position is assessed as low, and the price-to-book ratio of 0.86 suggests the market value is trading below the book value of equity. The company's operating cash flow is negative at -253,000 AUD, which may signal short-term liquidity constraints despite a high equity base of 85,779,000 AUD.
Profitability metrics show a return on equity (ROE) of 5.03% and a return on assets (ROA) of 5.02%, which are in line with the industry's preferred metrics for performance evaluation. The company's net income equals its operating income, indicating no significant non-operating expenses or losses, and its gross profit margin is nearly 98%, suggesting minimal cost of goods sold.
The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification may expose the company to higher operational and market risks if the segment underperforms or faces regulatory or economic headwinds.
Looking ahead, the company is projected to maintain its current revenue trajectory, with no significant growth or decline expected in the next fiscal year. The company's revenue of 5,063,000 AUD in the latest period reflects a stable performance, though the absence of growth metrics makes it difficult to assess long-term momentum.
Risk factors are currently assessed as low for both liquidity and dilution. The company has no immediate filing-based liquidity or dilution flags, and its capital structure remains robust with no long-term debt. However, the negative operating cash flow may require monitoring for potential liquidity pressures in the near term.
No recent events, such as filings or transcripts, have been disclosed that would significantly impact the company's operations or financial position. The company's financials remain stable, with no material changes in its capital structure or profitability in the latest reporting period.
- The company has a strong equity base and no long-term debt, supporting a robust capital structure.
- ROE and ROA are in line with industry expectations, indicating efficient use of capital.
- The company's revenue is concentrated in a single segment, increasing exposure to operational and market risks.
- No immediate liquidity or dilution risks are present, but the negative operating cash flow warrants monitoring.
- The company's financial performance is stable, with no significant growth or decline expected in the near term.
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- No immediate filing-based liquidity or dilution flags were detected.
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- Alternative Investment Trust Market data — financials · 2026-05-27