WAM Capital Ltd (WAM) — Long-term Investment Intensity

Latest as of June 2025: 82.1%

WAM Capital Ltd (WAM) has a Long-term Investment Intensity of 82.1% as of June 2025. Long-term investments of AU$1.67 Billion represent 82.1% of total assets of AU$2.03 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See WAM Capital Ltd (WAM) net assets for net asset value and shareholders' equity analysis.

LT Investment Intensity

82.1%
LT Investments / Total Assets

Long-term Investments

AU$1.67 Billion
AUD

Total Assets

AU$2.03 Billion
AUD

Country

Australia
AU

WAM Capital Ltd Long-term Investment Intensity (2014–2025)

This chart shows how WAM Capital Ltd's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the intensity stands at 82.1%, reflecting long-term investments of AU$1.67 Billion against total assets of AU$2.03 Billion AUD. Also explore WAM total assets for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for WAM Capital Ltd (2014–2025)

The table below presents the year-by-year Long-term Investment Intensity for WAM Capital Ltd from 2014 to 2025, covering 12 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 market capitalisation and broader financial context, see market cap of WAM Capital Ltd.

Year LT Investment Intensity LT Investments (AUD) Total Assets Change (pp)
2025 82.1% AU$1.67 Billion AU$2.03 Billion ▲ +4.1 pp
2024 77.9% AU$1.51 Billion AU$1.93 Billion ▼ -0.8 pp
2023 78.7% AU$1.40 Billion AU$1.78 Billion ▲ +4.6 pp
2022 74.1% AU$1.31 Billion AU$1.77 Billion ▼ -12.0 pp
2021 86.2% AU$1.57 Billion AU$1.82 Billion ▲ +10.8 pp
2020 75.3% AU$963.61 Million AU$1.28 Billion ▲ +3.2 pp
2019 72.1% AU$1.00 Billion AU$1.39 Billion ▲ +2.5 pp
2018 69.6% AU$973.93 Million AU$1.40 Billion ▲ +5.1 pp
2017 64.5% AU$840.80 Million AU$1.30 Billion ▲ +3.0 pp
2016 61.5% AU$598.83 Million AU$973.96 Million ▲ +3.1 pp
2015 58.4% AU$504.05 Million AU$863.44 Million ▼ -1.2 pp
2014 59.6% AU$389.32 Million AU$653.06 Million
pp = percentage points