Wilson Asset Management

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December pre-tax net tangible assets

WAM Capital $1.80
WAM Leaders $1.30
WAM Global $2.51
WAM Research $1.14
WAM Active $1.00
WAM Microcap $1.59
WAM Alternative Assets $1.09

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Investing in opportunities.
For you. For good.

We invest more than $3.5 billion in undervalued Australian and global growth companies on behalf of over 90,000 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 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

Pre-tax net tangible assets: $1.80

Fully franked dividend yield: 7.0%

Performance (% p.a. since August 1999): 16.4%

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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

Pre-tax net tangible assets: $1.30

Fully franked dividend yield: 4.8%

Performance (% p.a. since May 2016): 12.8%

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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

Pre-tax net tangible assets: $2.51

Fully franked dividend yield: 2.9%

Performance (% p.a. since June 2018): 9.9%

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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

Pre-tax net tangible assets: $1.14

Fully franked dividend yield: 6.3%

Performance (% p.a. since July 2010): 15.8%

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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

Pre-tax net tangible assets: $1.00

Fully franked dividend yield: 5.3%

Performance (% p.a. since January 2008): 12.0%

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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

Pre-tax net tangible assets: $1.59

Fully franked dividend yield: 4.8%

Performance (% p.a. since June 2017): 23.8%

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WAM Alternative Assets Limited

ASX: WMA

Listed in June 2014

WAM Alternative Assets became Wilson Asset Management’s seventh listed investment company in October 2020. WAM Alternative Assets provides retail investors with exposure to a portfolio of real assets, private equity, real estate, and aims to expand into new asset classes such as private debt and infrastructure. The Company’s investment objectives are to consistently deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits.

Snapshot

Pre-tax net tangible assets: $1.09

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