Wilson Asset Management

WAM Global:
Investing in
international undervalued
growth companies.

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WAM Global:
Geoff Wilson introduces
Lead Portfolio Manager
Catriona Burns

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WAM Global:
Lead Portfolio Manager
Catriona Burns CFA

Watch the video

Latest share prices

  • WAM $2.5
  • WLE $1.2
  • WAX $1.5
  • WAA $1.2
  • WMI $1.5
  • CYA $1.0

January pre-tax net tangible assets

  • WAM Capital $2.07
  • WAM Leaders $1.19
  • WAM Research $1.30
  • WAM Active $1.11
  • WAM Microcap $1.37
  • Century Australia $1.02

Investing in opportunities.
For you. For good.

As an investment manager, our purpose is to safeguard the financial futures of our shareholders. Our passion and dedication makes us different. We’re deeply committed to investing our time and resources to empower positive change.

Kate Thorley Chief Executive Officer
"We are passionate about making a difference. For our shareholders, our community and our team."

Our listed investment companies

To find the best opportunities, we created our own.

Our preferred listed investment company (LIC) structure provides a permanent, stable pool of capital. As a result, an investment team that manages capital on behalf of an LIC’s shareholders can make rational investment decisions based on sound investment strategies. Investors in LICs also benefit from fully franked dividends paid over time. Naturally, as a listed entity, an LIC must comply with rigorous corporate governance and strict regulations, safeguarding shareholders’ interests and providing transparency.

How to invest with us.

Wilson Asset Management has an investment management agreement with six LICs. Shares in our LICs are listed on the Australian Securities Exchange (ASX). To become a shareholder, simply buy shares through a stockbroker, financial adviser, wrap or platform.

WAM Capital Limited

ASX: WAM

Listed in August 1999

WAM Capital provides investors with exposure to an actively managed diversified portfolio of undervalued growth companies listed on the Australian Securities Exchange. WAM Capital also provides exposure to relative value arbitrage and market mispricing opportunities. WAM Capital’s investment objectives are to deliver investors a stream of fully franked dividends, provide capital growth and preserve capital.

Snapshot

Share price
$2.5
Pre-tax net tangible assets
$2.07
Fully franked
dividend yield
6.3%
Performance
(% p.a. since August 1999)
17.7%
Learn more

WAM Leaders Limited

ASX: WLE

Listed in May 2016

WAM Leaders provides investors with diversified exposure to a portfolio of undervalued growth companies within the S&P/ASX 200 Index and exposure to market mispricing opportunities in large-cap companies. The Company’s investment objectives are to deliver a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital.

Snapshot

Share price
$1.2
Pre-tax net tangible assets
$1.19
Performance
(% p.a. since May 2016)
13.3%
Learn more

WAM Research Limited

ASX: WAX

Listed in August 2003

WAM Research provides investors with exposure to a diversified portfolio of undervalued growth companies, which are generally small-to-medium sized industrial companies listed on the ASX. WAM Research’s investment objectives are to provide a rising stream of fully franked dividends and achieve a high real rate of return, comprising both income and capital growth, within acceptable risk parameters.

Snapshot

Share price
$1.5
Pre-tax net tangible assets
$1.30
Fully franked
dividend yield
6.0%
Performance
(% p.a. since July 2010)
18.8%
Learn more

WAM Active Limited

ASX: WAA

Listed in January 2008

WAM Active provides investors with exposure to an active trading style with the aim of achieving a sound return with a low correlation to traditional markets. WAM Active’s investment objectives are to deliver a regular income stream via fully franked dividends, provide a positive return with low volatility, after fees, over most periods of time, and to preserve capital.

Snapshot

Share price
$1.2
Pre-tax net tangible assets
$1.11
Fully franked
dividend yield
4.8%
Performance
(% p.a. since January 2008)
13.1%
Learn more

WAM Microcap Limited

ASX: WMI

Listed in June 2017

WAM Microcap provides investors access to a portfolio of undervalued micro-cap growth companies with a market capitalisation of less than $300 million at the time of acquisition. WAM Microcap also provides exposure to relative value arbitrage and market mispricing opportunities. WAM Microcap’s investment objectives are to deliver a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital.

Snapshot

Share price
$1.5
Pre-tax net tangible assets
$1.37
Learn more

Century Australia Investments Limited

ASX: CYA

Century Australia Investments Limited (ASX: CYA) will provide investors with an opportunity to invest in S&P/ASX 300 listed companies using Wilson Asset Management’s proven research-driven, investment-driven and market-driven processes. Wilson Asset Management was appointed the investment manager for Century Australia on 18 April 2017.

Snapshot

Share price
$1.0
Pre-tax net tangible assets
$1.02
Learn more

News and insights

WAM Microcap announces $37.2 million profit, strong portfolio performance and fully franked maiden dividend

WAM Microcap Limited (ASX: WMI) has announced its FY2018 maiden interim results to the market. ...
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WAM Capital delivers record $119.4 million profit and increased dividend

WAM Capital Limited (ASX: WAM) announced its FY2018 interim results to the market this morning. ...
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WAM Capital doubles cash holdings ahead of correction

Small, cap-focused listed investment company WAM Capital has doubled its cash holdings since the...
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WAM Leaders announces strong portfolio performance and record fully franked dividend

WAM Leaders Limited (ASX: WLE) announced its FY2018 interim results to the market this morning. ...
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Blue-chip LIC WAM Leaders pats resources giants on the back

Blue chip-focused listed investment company WAM Leaders believes Australia's resources giants have ...
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Lead portfolio manager named for new international LIC

A former employee of Wilson Asset Management will lead its new listed investment company, WAM Global...
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WAM Global’s new portfolio manager revealed

Wilson Asset Management have revealed who the lead portfolio manager will be for the new listed ...
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WAM Global: Lead Portfolio Manager Catriona Burns CFA

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WAM Global: Geoff Wilson introduces Lead Portfolio Manager Catriona Burns, CFA

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Wilson Asset Management’s Burns has an eye for country treasures

Catriona Burns grew up surrounded by market animals, but they were not your typical stockbrokers or ...
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Australia Day awards: Geoff Wilson’s expertise helps charities

By Geoff Wilson’s own reckoning, the Australian Stockbrokers Foundation he helped establish has ...
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Wilson Asset Management readies global fund IPO

Wilson Asset Management is finalising plans for a $300 million international equities fund to be ...
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