WAM Capital Ltd
WAM Capital Limited is a close-ended equity mutual fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund invests in public equity markets of Australia. It makes its investments in companies primarily engaged in the industrial sector. The fund invests in value and growth stocks of small to medium-cap companies. It seeks to invest in short-term arbitrage and mis… Read more
WAM Capital Ltd - Asset Resilience Ratio
WAM Capital Ltd (WAM) has an Asset Resilience Ratio of 2.06% as of June 2025. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2000–2025)
This chart shows how WAM Capital Ltd's Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.
Liquid Assets Composition Over Time
This chart breaks down WAM Capital Ltd's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$0.00 | 0% |
| Short-term Investments | AU$41.85 Million | 2.06% |
| Total Liquid Assets | AU$41.85 Million | 2.06% |
Asset Resilience Insights
- Limited Liquidity: WAM Capital Ltd maintains only 2.06% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
WAM Capital Ltd Industry Peers by Asset Resilience Ratio
Compare WAM Capital Ltd's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Proven Growth and Income Vct PLC
LSE:PGOO |
Asset Management | 22.25% |
|
CLDVF
PINK:CLDVF |
Asset Management | 10.77% |
|
Katana Capital Ltd
AU:KAT |
Asset Management | 94.19% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
Pohjanmaan Arvo Sijoitusosuuskunta
HE:ARVOSK |
Asset Management | 2.27% |
|
3330
XETRA:3330 |
Asset Management | 4.02% |
|
Zhuhai Huajin Capital Co Ltd
SHE:000532 |
Asset Management | 5.10% |
|
Shaanxi International Trust Co Ltd
SHE:000563 |
Asset Management | 10.77% |
Annual Asset Resilience Ratio for WAM Capital Ltd (2000–2025)
The table below shows the annual Asset Resilience Ratio data for WAM Capital Ltd.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2025-06-30 | 2.06% | AU$41.85 Million | AU$2.03 Billion | +0.71pp |
| 2024-06-30 | 1.35% | AU$26.15 Million | AU$1.93 Billion | -0.17pp |
| 2023-06-30 | 1.52% | AU$27.12 Million | AU$1.78 Billion | +0.40pp |
| 2022-06-30 | 1.13% | AU$19.91 Million | AU$1.77 Billion | -1.19pp |
| 2021-06-30 | 2.32% | AU$42.18 Million | AU$1.82 Billion | -79.18pp |
| 2020-06-30 | 81.50% | AU$1.04 Billion | AU$1.28 Billion | +2.87pp |
| 2019-06-30 | 78.63% | AU$1.09 Billion | AU$1.39 Billion | -18.77pp |
| 2018-06-30 | 97.40% | AU$1.36 Billion | AU$1.40 Billion | +0.67pp |
| 2017-06-30 | 96.74% | AU$1.26 Billion | AU$1.30 Billion | +35.25pp |
| 2016-06-30 | 61.48% | AU$598.83 Million | AU$973.96 Million | +61.18pp |
| 2015-06-30 | 0.30% | AU$2.63 Million | AU$863.44 Million | -1.51pp |
| 2014-06-30 | 1.81% | AU$11.84 Million | AU$653.06 Million | +1.65pp |
| 2013-06-30 | 0.16% | AU$801.15K | AU$501.01 Million | -2.21pp |
| 2012-06-30 | 2.37% | AU$4.29 Million | AU$181.02 Million | +2.05pp |
| 2011-06-30 | 0.32% | AU$583.04K | AU$181.60 Million | +0.09pp |
| 2010-06-30 | 0.23% | AU$393.30K | AU$172.65 Million | -1.45pp |
| 2009-06-30 | 1.67% | AU$2.47 Million | AU$147.69 Million | +0.50pp |
| 2008-06-30 | 1.18% | AU$1.83 Million | AU$155.30 Million | -0.17pp |
| 2004-06-30 | 1.35% | AU$1.18 Million | AU$87.59 Million | -71.59pp |
| 2002-06-30 | 72.94% | AU$39.01 Million | AU$53.48 Million | +0.10pp |
| 2001-06-30 | 72.84% | AU$24.16 Million | AU$33.17 Million | +23.08pp |
| 2000-06-30 | 49.75% | AU$14.29 Million | AU$28.73 Million | -- |