WAM Capital Ltd (WAM) — Strategic Asset Allocation Index
WAM Capital Ltd (WAM) has a Strategic Asset Allocation Index of 88.8% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$1.67 Billion) total AU$1.67 Billion, measured against net assets of AU$1.88 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WAM equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
WAM Capital Ltd Strategic Asset Allocation Index (2014–2025)
This chart shows how WAM Capital Ltd's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the index stands at 88.8%, representing strategic assets of AU$1.67 Billion against net assets of AU$1.88 Billion AUD. For live market cap and overall valuation, see WAM market cap.
Annual Strategic Asset Allocation Index for WAM Capital Ltd (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for WAM Capital Ltd from 2014 to 2025, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See WAM Capital Ltd shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 88.8% | AU$1.67 Billion | AU$- | AU$1.67 Billion | AU$1.88 Billion | ▲ +5.5 pp |
| 2024 | 83.2% | AU$1.51 Billion | AU$- | AU$1.51 Billion | AU$1.81 Billion | ▲ +2.3 pp |
| 2023 | 80.9% | AU$1.40 Billion | AU$- | AU$1.40 Billion | AU$1.73 Billion | ▲ +4.2 pp |
| 2022 | 76.7% | AU$1.31 Billion | AU$- | AU$1.31 Billion | AU$1.71 Billion | ▼ -15.6 pp |
| 2021 | 92.3% | AU$1.57 Billion | AU$- | AU$1.57 Billion | AU$1.70 Billion | ▲ +13.4 pp |
| 2020 | 78.9% | AU$963.61 Million | AU$- | AU$963.61 Million | AU$1.22 Billion | ▲ +4.4 pp |
| 2019 | 74.4% | AU$1.00 Billion | AU$- | AU$1.00 Billion | AU$1.34 Billion | ▲ +0.9 pp |
| 2018 | 73.6% | AU$973.93 Million | AU$- | AU$973.93 Million | AU$1.32 Billion | ▲ +4.4 pp |
| 2017 | 69.2% | AU$840.80 Million | AU$- | AU$840.80 Million | AU$1.21 Billion | ▲ +1.1 pp |
| 2016 | 68.1% | AU$598.83 Million | AU$- | AU$598.83 Million | AU$878.75 Million | ▲ +5.6 pp |
| 2015 | 62.5% | AU$504.05 Million | AU$- | AU$504.05 Million | AU$806.50 Million | ▼ -2.8 pp |
| 2014 | 65.3% | AU$389.32 Million | AU$- | AU$389.32 Million | AU$596.25 Million | — |