Wam Research Ltd (WAX) — Strategic Asset Allocation Index
Wam Research Ltd (WAX) has a Strategic Asset Allocation Index of 99.5% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$225.06 Million) total AU$225.06 Million, measured against net assets of AU$226.21 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Wam Research Ltd (WAX) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Wam Research Ltd Strategic Asset Allocation Index (2015–2025)
This chart shows how Wam Research Ltd's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of June 2025, the index stands at 99.5%, representing strategic assets of AU$225.06 Million against net assets of AU$226.21 Million AUD. For live market cap and overall valuation, see WAX company net worth.
Annual Strategic Asset Allocation Index for Wam Research Ltd (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Wam Research Ltd from 2015 to 2025, covering 11 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 WAX net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 99.5% | AU$225.06 Million | AU$- | AU$225.06 Million | AU$226.21 Million | ▲ +3.0 pp |
| 2024 | 96.5% | AU$207.16 Million | AU$- | AU$207.16 Million | AU$214.66 Million | ▲ +9.1 pp |
| 2023 | 87.4% | AU$174.04 Million | AU$- | AU$174.04 Million | AU$199.14 Million | ▲ +13.6 pp |
| 2022 | 73.8% | AU$146.73 Million | AU$- | AU$146.73 Million | AU$198.83 Million | ▼ -28.6 pp |
| 2021 | 102.4% | AU$241.24 Million | AU$- | AU$241.24 Million | AU$235.63 Million | ▲ +20.8 pp |
| 2020 | 81.6% | AU$162.21 Million | AU$- | AU$162.21 Million | AU$198.80 Million | ▲ +5.5 pp |
| 2019 | 76.1% | AU$168.83 Million | AU$- | AU$168.83 Million | AU$222.00 Million | ▼ -0.6 pp |
| 2018 | 76.7% | AU$180.23 Million | AU$- | AU$180.23 Million | AU$235.02 Million | ▲ +21.1 pp |
| 2017 | 55.6% | AU$124.81 Million | AU$- | AU$124.81 Million | AU$224.62 Million | ▼ -21.4 pp |
| 2016 | 77.0% | AU$160.66 Million | AU$- | AU$160.66 Million | AU$208.77 Million | ▲ +75.7 pp |
| 2015 | 1.3% | AU$2.39 Million | AU$- | AU$2.39 Million | AU$186.17 Million | — |