WAM Capital Ltd - Asset Resilience Ratio
WAM Capital Ltd (WAM) has an Asset Resilience Ratio of 79.74% as of December 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. Check WAM PP&E to net assets ratio to assess the company's strategic physical and investment asset allocation.
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. For market capitalisation and broader financial context, see WAM market cap overview.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$0.00 | 0% |
| Short-term Investments | AU$1.49 Billion | 79.74% |
| Total Liquid Assets | AU$1.49 Billion | 79.74% |
Asset Resilience Insights
- Very High Liquidity: WAM Capital Ltd maintains exceptional liquid asset reserves at 79.74% of total assets.
- This level provides strong protection against economic uncertainties but may indicate potential for more aggressive growth investments.
- 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 |
|---|---|---|
|
Gryphon Capital Income Trust
AU:GCI |
Asset Management | 1.82% |
|
Northern Trust Corporation
NASDAQ:NTRS |
Asset Management | 6.11% |
|
Franklin Resources Inc
NYSE:BEN |
Asset Management | 10.71% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Janus Henderson Group PLC
F:HDJA |
Asset Management | 18.51% |
|
Maase Inc.
NASDAQ:MAAS |
Asset Management | 13.56% |
|
KBC Ancora
BR:KBCA |
Asset Management | 1.63% |
|
Argo Investments Ltd
AU:ARG |
Asset Management | 0.46% |
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 ≈ $29.61 Million |
AU$2.03 Billion ≈ $1.44 Billion |
+0.71pp |
| 2024-06-30 | 1.35% | AU$26.15 Million ≈ $18.51 Million |
AU$1.93 Billion ≈ $1.37 Billion |
-0.17pp |
| 2023-06-30 | 1.52% | AU$27.12 Million ≈ $19.19 Million |
AU$1.78 Billion ≈ $1.26 Billion |
+0.40pp |
| 2022-06-30 | 1.13% | AU$19.91 Million ≈ $14.09 Million |
AU$1.77 Billion ≈ $1.25 Billion |
-1.19pp |
| 2021-06-30 | 2.32% | AU$42.18 Million ≈ $29.85 Million |
AU$1.82 Billion ≈ $1.29 Billion |
-79.18pp |
| 2020-06-30 | 81.50% | AU$1.04 Billion ≈ $737.66 Million |
AU$1.28 Billion ≈ $905.13 Million |
+2.87pp |
| 2019-06-30 | 78.63% | AU$1.09 Billion ≈ $772.33 Million |
AU$1.39 Billion ≈ $982.23 Million |
-18.77pp |
| 2018-06-30 | 97.40% | AU$1.36 Billion ≈ $964.84 Million |
AU$1.40 Billion ≈ $990.56 Million |
+0.67pp |
| 2017-06-30 | 96.74% | AU$1.26 Billion ≈ $892.12 Million |
AU$1.30 Billion ≈ $922.21 Million |
+35.25pp |
| 2016-06-30 | 61.48% | AU$598.83 Million ≈ $423.71 Million |
AU$973.96 Million ≈ $689.14 Million |
+61.18pp |
| 2015-06-30 | 0.30% | AU$2.63 Million ≈ $1.86 Million |
AU$863.44 Million ≈ $610.94 Million |
-1.51pp |
| 2014-06-30 | 1.81% | AU$11.84 Million ≈ $8.38 Million |
AU$653.06 Million ≈ $462.08 Million |
+1.65pp |
| 2013-06-30 | 0.16% | AU$801.15K ≈ $566.86K |
AU$501.01 Million ≈ $354.50 Million |
-2.21pp |
| 2012-06-30 | 2.37% | AU$4.29 Million ≈ $3.03 Million |
AU$181.02 Million ≈ $128.09 Million |
+2.05pp |
| 2011-06-30 | 0.32% | AU$583.04K ≈ $412.54K |
AU$181.60 Million ≈ $128.50 Million |
+0.09pp |
| 2010-06-30 | 0.23% | AU$393.30K ≈ $278.28K |
AU$172.65 Million ≈ $122.16 Million |
-1.45pp |
| 2009-06-30 | 1.67% | AU$2.47 Million ≈ $1.75 Million |
AU$147.69 Million ≈ $104.50 Million |
+0.50pp |
| 2008-06-30 | 1.18% | AU$1.83 Million ≈ $1.30 Million |
AU$155.30 Million ≈ $109.88 Million |
-0.17pp |
| 2004-06-30 | 1.35% | AU$1.18 Million ≈ $836.89K |
AU$87.59 Million ≈ $61.98 Million |
-71.59pp |
| 2002-06-30 | 72.94% | AU$39.01 Million ≈ $27.60 Million |
AU$53.48 Million ≈ $37.84 Million |
+0.10pp |
| 2001-06-30 | 72.84% | AU$24.16 Million ≈ $17.09 Million |
AU$33.17 Million ≈ $23.47 Million |
+23.08pp |
| 2000-06-30 | 49.75% | AU$14.29 Million ≈ $10.11 Million |
AU$28.73 Million ≈ $20.33 Million |
-- |
About 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