Wam Alternative Assets Ltd (WMA) — Strategic Asset Allocation Index
Wam Alternative Assets Ltd (WMA) has a Strategic Asset Allocation Index of 100.4% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$227.88 Million) total AU$227.88 Million, measured against net assets of AU$226.96 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Wam Alternative Assets Ltd net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Wam Alternative Assets Ltd Strategic Asset Allocation Index (2016–2024)
This chart shows how Wam Alternative Assets Ltd's Strategic Asset Allocation Index has evolved across 9 annual periods from 2016 to 2024. As of June 2025, the index stands at 100.4%, representing strategic assets of AU$227.88 Million against net assets of AU$226.96 Million AUD. For live market cap and overall valuation, see WMA market cap overview.
Annual Strategic Asset Allocation Index for Wam Alternative Assets Ltd (2016–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Wam Alternative Assets Ltd from 2016 to 2024, covering 9 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 Alternative Assets Ltd (WMA) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 100.4% | AU$227.88 Million | AU$- | AU$227.88 Million | AU$226.96 Million | ▲ +7.3 pp |
| 2023 | 93.1% | AU$214.56 Million | AU$- | AU$214.56 Million | AU$230.42 Million | ▲ +2.7 pp |
| 2022 | 90.4% | AU$210.97 Million | AU$- | AU$210.97 Million | AU$233.39 Million | ▼ -10.4 pp |
| 2021 | 100.8% | AU$233.82 Million | AU$- | AU$233.82 Million | AU$231.92 Million | ▲ +5.4 pp |
| 2020 | 95.4% | AU$210.83 Million | AU$- | AU$210.83 Million | AU$221.00 Million | ▲ +20.1 pp |
| 2019 | 75.3% | AU$158.88 Million | AU$- | AU$158.88 Million | AU$211.11 Million | ▼ -15.1 pp |
| 2018 | 90.4% | AU$199.96 Million | AU$- | AU$199.96 Million | AU$221.20 Million | ▲ +2.7 pp |
| 2017 | 87.7% | AU$205.13 Million | AU$- | AU$205.13 Million | AU$233.92 Million | ▼ -10.2 pp |
| 2016 | 97.9% | AU$187.79 Million | AU$- | AU$187.79 Million | AU$191.86 Million | — |