Wam Strategic Value Ltd - Asset Resilience Ratio
Wam Strategic Value Ltd (WAR) has an Asset Resilience Ratio of 96.40% 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. Check Wam Strategic Value Ltd strategic capital allocation to assess the company's strategic physical and investment asset allocation.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2022–2025)
This chart shows how Wam Strategic Value Ltd's Asset Resilience Ratio has changed over time. See net asset quality index of Wam Strategic Value Ltd to measure how much of total assets are equity-financed.
Liquid Assets Composition Over Time
This chart breaks down Wam Strategic Value 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 Strategic Value Ltd (WAR) market capitalisation.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$39.70 Million | 16.16% |
| Short-term Investments | AU$197.07 Million | 80.24% |
| Total Liquid Assets | AU$236.76 Million | 96.40% |
Asset Resilience Insights
- Very High Liquidity: Wam Strategic Value Ltd maintains exceptional liquid asset reserves at 96.40% 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 Strategic Value Ltd Industry Peers by Asset Resilience Ratio
Compare Wam Strategic Value Ltd's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Metrics Master Income Trust
AU:MXT |
Asset Management | 0.14% |
|
Northern Trust Corporation
NASDAQ:NTRS |
Asset Management | 6.11% |
|
Principal Financial Group Inc
NASDAQ:PFG |
Asset Management | 8.30% |
|
Industrivarden AB ser. C
ST:INDU-C |
Asset Management | 0.16% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Anxin Trust Co Ltd
SHG:600816 |
Asset Management | 36.21% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
Sprott Inc.
TO:SII |
Asset Management | 1.84% |
Annual Asset Resilience Ratio for Wam Strategic Value Ltd (2022–2025)
The table below shows the annual Asset Resilience Ratio data for Wam Strategic Value Ltd.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2025-06-30 | 0.33% | AU$793.12K ≈ $561.19K |
AU$240.13 Million ≈ $169.91 Million |
-89.80pp |
| 2024-06-30 | 90.13% | AU$220.22 Million ≈ $155.82 Million |
AU$244.35 Million ≈ $172.89 Million |
-6.32pp |
| 2023-06-30 | 96.45% | AU$211.25 Million ≈ $149.47 Million |
AU$219.02 Million ≈ $154.97 Million |
+11.57pp |
| 2022-06-30 | 84.88% | AU$179.32 Million ≈ $126.88 Million |
AU$211.27 Million ≈ $149.49 Million |
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About Wam Strategic Value Ltd
WAM Strategic Value Limited invests in discounted assets. The company provide capital growth over medium to long term, deliver fully franked dividends and preserve capital. It also offers risk-adjusted returns and intends to invest in LIC. The company was founded in 1997 and is headquartered in Sydney, Australia.