Wam Strategic Value Ltd (WAR) — Strategic Asset Allocation Index
Wam Strategic Value Ltd (WAR) has a Strategic Asset Allocation Index of 80.1% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$185.63 Million) total AU$185.63 Million, measured against net assets of AU$231.70 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check WAR cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Wam Strategic Value Ltd Strategic Asset Allocation Index (2023–2025)
This chart shows how Wam Strategic Value Ltd's Strategic Asset Allocation Index has evolved across 3 annual periods from 2023 to 2025. As of June 2025, the index stands at 80.1%, representing strategic assets of AU$185.63 Million against net assets of AU$231.70 Million AUD. See Wam Strategic Value Ltd (WAR) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Wam Strategic Value Ltd (2023–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Wam Strategic Value Ltd from 2023 to 2025, covering 3 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. For the full company profile including market capitalisation, see Wam Strategic Value Ltd (WAR) market capitalisation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 80.1% | AU$185.63 Million | AU$- | AU$185.63 Million | AU$231.70 Million | ▼ -14.5 pp |
| 2024 | 94.6% | AU$220.22 Million | AU$- | AU$220.22 Million | AU$232.81 Million | ▲ +24.2 pp |
| 2023 | 70.4% | AU$153.61 Million | AU$- | AU$153.61 Million | AU$218.34 Million | — |