Wilson Asset Management

Latest share prices

  • WAM $1.93
  • WLE $1.05
  • WGB $1.92
  • WAX $1.22
  • WAA $0.95
  • WMI $1.13

April pre-tax net tangible assets

  • WAM Capital $1.47
  • WAM Leaders $1.09
  • WAM Global $2.25
  • WAM Research $0.94
  • WAM Active $0.85
  • WAM Microcap $1.16

Investing in opportunities.
For you. For good.

We invest more than $3 billion in undervalued Australian and global growth companies on behalf of over 80,000 shareholders. We also make a difference in the community, primarily as an advocate for retail investors and as the creator and lead supporter of the Future Generation companies.

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
$1.93
Pre-tax net tangible assets
$1.47
Annualised dividend yield
8.0%
Performance
(% p.a. since August 1999)
15.3%
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
$1.05
Pre-tax net tangible assets
$1.09
Annualised dividend yield
6.2%
Performance
(% p.a. since May 2016)
8.4%
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
$1.92
Pre-tax net tangible assets
$2.25
Annualised dividend yield
3.1%
Performance
(% p.a. since June 2018)
4.5%
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
$1.22
Pre-tax net tangible assets
$0.94
Annualised dividend yield
8.0%
Performance
(% p.a. since July 2010)
13.4%
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
$0.95
Pre-tax net tangible assets
$0.85
Annualised dividend yield
6.3%
Performance
(% p.a. since January 2008)
10.3%
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
$1.13
Pre-tax net tangible assets
$1.16
Annualised dividend yield
5.3%
Performance
(% p.a. since June 2017)
11.1%
Learn more

News and insights

What’s behind the bank rally

Talk about winning friends and influencing people. National Australia Bank chief executive Ross ...
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Time to level the capital raising field for retail investors

By Kate Thorley   The wave of capital raisings since the great lockdown is another ...
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Small caps soar amid accelerated revolution

By Ally Selby   Although the last two months have been marked by increased volatility and...
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Plan for the worst, hope for the best

By Ally Selby   Wilson Asset Management's Geoff Wilson has encouraged investors to plan ...
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Tough gig for bank investors

Shareholders looking for regular income from dividends are wondering whether they should finally ...
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Generational traits emerging under lockdown

By Geoff Wilson   We are collectively experiencing a major disruption to all aspects of ...
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Geoff Wilson says franking won’t escape stimulus bill

By Sarah Turner   Fund manager Geoff Wilson is assuming "everything will be on the table...
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Franking credits must remain no-go zone, says Geoff Wilson

By Eli Greenblat Veteran fund manager Geoff Wilson has warned that "everything is on the table" ...
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Investor Q&A call transcript

Geoff Wilson:    Hello, good morning everyone.  It's Geoff Wilson speaking.  Thank you very ...
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Geoff Wilson on Eureka Report

By Alan Kohler   Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson ...
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Defence, defence, defence

By Bella Kidman   Last week, Wilson Asset Management hosted their 2020 investor ...
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‘It had the smell of Lehman Brothers’

By Aaron Patrick   Around 2 o'clock on a silent Sydney night early last week, veteran ...
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