Wilson Asset Management

Listed

January 2008

ASX Code

WAA

 

 

31 August 2018

Gross assets
$48.6m
Equity exposure
71.0%
Share price
$1.1
Pre-tax net tangible assets
$1.11
Fully franked full year dividend
5.7c
Fully franked
dividend yield
5.0%
Performance
(% p.a. since January 2008)
13.1%
Outperformance
(% p.a. since January 2008)
8.7%

WAM Active Limited

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.

Growth of $10,000

Growth of $10,000

Board of directors

Geoff Wilson AO

Chairman

Geoff Wilson has over 38 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997. Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company Limited and Future Generation Global Investment Company Limited. Geoff is Chairman of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active and WAM Microcap. Geoff is also a Director of Century Australia Investments Limited. Geoff holds a number of additional directorships with investment companies and non-profit organisations.

Kate Thorley

Director

Kate Thorley has over 13 years’ experience in the funds management industry and more than 19 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management (International) Pty Limited, Director of WAM Research Limited, WAM Active Limited, WAM Leaders Limited, WAM Microcap Limited, WAM Global Limited and Future Generation Investment Company Limited. Kate is the Company Secretary of Future Generation Global Investment Company Limited. She holds a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment, Graduate Diploma of Applied Corporate Governance and is a fully qualified CA. She is a member of the Australian Institute of Company Directors.

Emma Rugge-Price

Director

Emma Rugge-Price has had a global career in technology marketing, having worked for both multinational and start-up organisations in Hong Kong, London and Silicon Valley. Returning to Australia, she joined GE (and GE Capital), where she led local and global brand programs, marketing and communications for over 12 years. Emma has deep expertise in building brands and reputations through creative campaigns and strategic thought leadership. Emma was recently appointed the Chief Executive Officer of Advance.

Karina Kwan

Director

Karina Kwan is highly experienced in the financial services industry with exceptional experience in management, finance, risk management, corporate governance and strategy. Karina has led an accomplished executive career, most recently as General Manager of Group Support Services Finance at the Commonwealth Bank of Australia and prior to that as the Chief Financial Officer of Citigroup for Australia and New Zealand. Karina holds a Bachelor of Economics, is a CPA Australia Fellow and a member of the Australian Institute of Company Directors. Karina also serves on the Board of Advice for The University of Sydney Business School.

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