Netwealth Group Ltd Long-term Investment Intensity

Latest as of June 2025: 9.5%

Netwealth Group Ltd long-term investment intensity. 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. Read Netwealth Group Ltd total liabilities for a breakdown of total debt and financial obligations.

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

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

Long-term investment intensity of Netwealth Group Ltd from 2000 to 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.

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

Netwealth Group Ltd long-term investment intensity by year from 2000 to 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. For the complete balance sheet picture, see Netwealth Group Ltd asset portfolio.

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