Wilson Asset Management

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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

August pre-tax net tangible assets

  • WAM Capital $2.06
  • WAM Leaders $1.21
  • WAM Global $2.25
  • WAM Research $1.32
  • WAM Active $1.11
  • WAM Microcap $1.39
  • 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. Lindsay Mann is currently an independent non-executive director of UCA Funds Management Limited and an independent Director of WAM Leaders Limited (appointed March 2016).

Snapshot

Share price
$2.4
Pre-tax net tangible assets
$2.06
Fully franked
dividend yield
6.2%
Performance
(% p.a. since August 1999)
17.6%
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
$1.21
Performance
(% p.a. since May 2016)
12.7%
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
$2.25
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
$1.32
Fully franked
dividend yield
5.7%
Performance
(% p.a. since July 2010)
18.2%
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
$1.11
Fully franked
dividend yield
5.0%
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
$1.4
Pre-tax net tangible assets
$1.39
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)
11.6%
Learn more

News and insights

Liberals set up pre-election inquiry into Labor’s ‘retiree tax’

by Phillip Coorey and John Kehoe Plans by Labor to axe cash payments for excess franking ...
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House economics committee turns spotlight on Labor franking cuts

by Perry Williams Labor’s proposal to cut billions of cash refunds for ­excess franked ...
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China v America trade war: who has the most to lose, according to game theory?

by Matthew Haupt The trade war between the Trump administration and the government of China is ...
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Labor’s franking credit proposal is a wake-up call for investors

Mark Draper

With the Coalition's change of leadership and its impact on the electorate, the prospect of ...
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Save the date: November 2018 Shareholder Presentations

Save the date: November 2018 Shareholder Presentations

In November, we will be travelling ...
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Labor franking policy could push investors into riskier assets: Morgan Stanley

David Rogers

Labor’s plan to limit the refundability of dividend franking credits could affect Australian ...
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Top fund managers on their hits, misses and big themes from earnings season

Market veteran Matt Williams, portfolio manager at Airlie Funds management, says earnings season...
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WAM Capital bids for Wealth Defender LIC

by Jonathan Shapiro WAM Capital has launched a takeover bid for Wealth Defender Equities, ...
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WAM Capital Limited (ASX:WAM) makes large takeover bid for Wealth Defender Equities Ltd (ASX:WDE)

by Tristan Harrison WAM Capital Limited (ASX: WAM) surprised investors this afternoon by ...
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Boral result proves the shorters wrong

by Matthew Haupt Following today's results announcement, Boral’s share price is experiencing a ...
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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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