Wilson Asset Management

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dividend imputation system

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Energy helps WAM Leaders to beat the market

WAM Leaders delivered a return of 17.8 per cent for 2017-18

Chairman Geoff Wilson AO defends the current dividend imputation system

Tax credit crackdown to cost ALP votes

Latest share prices

  • WAM $2.4
  • WLE $1.2
  • WGB $2.2
  • WAX $1.5
  • WAA $1.1
  • WMI $1.4
  • CYA $1.0

July pre-tax net tangible assets

  • WAM Capital $2.01
  • WAM Leaders $1.23
  • WAM Global $2.16
  • WAM Research $1.29
  • WAM Active $1.09
  • WAM Microcap $1.33
  • Century Australia $1.04

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 seven 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
$2.4
Pre-tax net tangible assets
$2.01
Fully franked
dividend yield
6.4%
Performance
(% p.a. since August 1999)
17.5%
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
$1.23
Performance
(% p.a. since May 2016)
13.6%
Learn more

WAM Global Limited

ASX: WGB

Listed in June 2018

WAM Global provides investors with exposure to an actively managed diversified portfolio of undervalued international growth companies and exposure to market mispricing opportunities. WAM Global’s investment objectives are to deliver investors a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital.

Snapshot

Share price
$2.2
Pre-tax net tangible assets
$2.16
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
$1.29
Fully franked
dividend yield
6.1%
Performance
(% p.a. since July 2010)
18.0%
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
$1.1
Pre-tax net tangible assets
$1.09
Fully franked
dividend yield
5.0%
Performance
(% p.a. since January 2008)
13.0%
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
$1.4
Pre-tax net tangible assets
$1.33
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
$1.04
Performance
(% p.a. since April 2017)
12.3%
Learn more

News and insights

Poll provides franking credit insight

by Darin Tyson-Chan A recent poll conducted by Wilson Asset Management (WAM) among its clients ...
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Geoff Wilson’s WAM brings home the bacon but leaner year ahead

by David Rogers Geoff Wilson has flagged a more challenging year ahead for his WAM Capital, after...
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Tax credit crackdown to cost ALP votes

by Joe Kelly Investment fund manager Geoff Wilson AO has challenged Labor’s ­estimate it will ...
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Decade high for ASX as earnings reports flood in

by David Rogers The Australian sharemarket has surged to fresh decade highs, spurred on by ...
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Labor on the ‘wrong side of history’ with franking changes

by Joanna Mather Veteran fund manager Geoff Wilson is rallying a 80,000-strong retail investor ...
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How to invest late in the cycle

by Matthew Haupt

We are in the later...

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WAM Leaders Ltd (ASX: WLE) just announced profit growth of 155% for FY18

Listed investment company (LIC) WAM Leaders Ltd (ASX: WLE) is one of the first companies to ...
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Geoff Wilson adds to his holding as WAM Leaders (ASX:WLE) increases exposure to banks

by Bruce Jackson The $864 million Wilson Asset Management WAM Leaders Limited (ASX:WLE) listed ...
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Energy helps WAM Leaders to beat the market

by James Thomson Veteran investor Geoff Wilson says his blue chip-focused listed investment ...
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10 predictions for equities in FY19

by Chris Stott Around 12 months ago, I shared my 10 predictions for FY18. These included a peak...
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Geoff Wilson AO: bull markets don’t last forever

by Ben Wilmot

Veteran share investor Geoff Wilson AO is taking a ...

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11 top stocks for 2018-19 from top stock pickers!

by Peter Switzer As one financial year ends and another one starts, let’s see if I can give you...
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