Wam Strategic Value Ltd (WAR) — Strategic Asset Allocation Index

Latest as of June 2025: 80.1%

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.

SAAI

80.1%
Strategic Assets / Net Assets

Strategic Assets

AU$185.63 Million
PP&E + LT Investments

PP&E

AU$-
AUD

Net Assets

AU$231.70 Million
AUD

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. Explore Wam Strategic Value Ltd (WAR) cash flow conversion to assess how effectively this company generates cash.

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
pp = percentage points