Netwealth Group Ltd (NWL) — Long-term Investment Intensity

Latest as of June 2025: 9.5%

Netwealth Group Ltd (NWL) has a Long-term Investment Intensity of 9.5% as of June 2025. Long-term investments of AU$24.53 Million represent 9.5% of total assets of AU$257.32 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check asset resilience ratio of Netwealth Group Ltd to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

9.5%
LT Investments / Total Assets

Long-term Investments

AU$24.53 Million
AUD

Total Assets

AU$257.32 Million
AUD

Country

Australia
AU

Netwealth Group Ltd Long-term Investment Intensity (2000–2025)

This chart shows how Netwealth Group Ltd's Long-term Investment Intensity has evolved across 9 annual periods from 2000 to 2025. As of June 2025, the intensity stands at 9.5%, reflecting long-term investments of AU$24.53 Million against total assets of AU$257.32 Million AUD. For the complete balance sheet picture, see NWL total assets.

Annual Long-term Investment Intensity for Netwealth Group Ltd (2000–2025)

The table below presents the year-by-year Long-term Investment Intensity for Netwealth Group Ltd from 2000 to 2025, covering 9 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read how much debt does Netwealth Group Ltd carry for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (AUD) Total Assets Change (pp)
2025 9.5% AU$24.53 Million AU$257.32 Million ▲ +7.3 pp
2024 2.2% AU$4.23 Million AU$189.49 Million ▲ +0.7 pp
2023 1.6% AU$2.53 Million AU$161.88 Million ▲ +0.1 pp
2022 1.5% AU$1.99 Million AU$136.20 Million ▼ -0.4 pp
2021 1.8% AU$2.38 Million AU$131.12 Million ▼ -1.0 pp
2018 2.8% AU$2.23 Million AU$78.75 Million ▼ -2.6 pp
2002 5.5% AU$4.79 Million AU$87.80 Million ▲ +1.2 pp
2001 4.2% AU$4.15 Million AU$97.79 Million ▲ +3.8 pp
2000 0.4% AU$463.00K AU$103.48 Million —
pp = percentage points