Wam Alternative Assets Ltd (WMA) — Long-term Investment Intensity

Latest as of June 2025: 82.9%

Wam Alternative Assets Ltd (WMA) has a Long-term Investment Intensity of 82.9% as of June 2025. Long-term investments of AU$227.88 Million represent 82.9% of total assets of AU$274.92 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check WMA cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

82.9%
LT Investments / Total Assets

Long-term Investments

AU$227.88 Million
AUD

Total Assets

AU$274.92 Million
AUD

Country

Australia
AU

Wam Alternative Assets Ltd Long-term Investment Intensity (2016–2024)

This chart shows how Wam Alternative Assets Ltd's Long-term Investment Intensity has evolved across 9 annual periods from 2016 to 2024. As of June 2025, the intensity stands at 82.9%, reflecting long-term investments of AU$227.88 Million against total assets of AU$274.92 Million AUD. For the complete balance sheet picture, see balance sheet size of Wam Alternative Assets Ltd.

Annual Long-term Investment Intensity for Wam Alternative Assets Ltd (2016–2024)

The table below presents the year-by-year Long-term Investment Intensity for Wam Alternative Assets Ltd from 2016 to 2024, 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 Wam Alternative Assets Ltd (WMA) total liabilities for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (AUD) Total Assets Change (pp)
2024 82.9% AU$227.88 Million AU$274.92 Million ▲ +5.6 pp
2023 77.3% AU$214.56 Million AU$277.67 Million ▲ +4.9 pp
2022 72.4% AU$210.97 Million AU$291.48 Million ▼ -5.2 pp
2021 77.6% AU$233.82 Million AU$301.31 Million ▼ -2.2 pp
2020 79.8% AU$210.83 Million AU$264.32 Million ▲ +6.7 pp
2019 73.1% AU$158.88 Million AU$217.44 Million ▼ -13.3 pp
2018 86.4% AU$199.96 Million AU$231.47 Million ▲ +2.3 pp
2017 84.1% AU$205.13 Million AU$244.01 Million ▼ -2.2 pp
2016 86.2% AU$187.79 Million AU$217.75 Million
pp = percentage points