Wilson Asset Management

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WAM Leaders
Investor Update and Q&A

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WAM Global and Templeton Global Growth Fund set to merge

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Wilson Asset Management supports Girls Do The Maths

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WAM Vault
The Return of Fundamentals

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Latest share prices

  • WAM $2.190
  • WLE $1.590
  • WGB $2.620
  • WAX $1.645
  • WAA $1.095
  • WMI $1.825
  • WMA $0.985
  • WAR $1.275

June pre-tax net tangible assets

  • WAM Capital $1.89
  • WAM Leaders $1.44
  • WAM Global $2.73
  • WAM Research $1.22
  • WAM Active $1.02
  • WAM Microcap $1.69
  • WAM Alternative Assets $1.17
  • WAM Strategic Value $1.27

Latest investment updates

News and insights

Become a shareholder

Investing in opportunities.
For you. For good.

Wilson Asset Management has a track record of making a difference for shareholders and the community for more than 20 years. As the investment manager for eight leading LICs. Wilson Asset Management invests over $4.5 billion on behalf of more than 110,000 retail investors.

Wilson Asset Management created and is the lead supporter of the first listed investment companies to deliver both investment and social returns: Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG). Wilson Asset Management advocates and acts for retail investors, is a member of the global philanthropic Pledge 1% movement, is a significant funder of many Australian charities and provides all team members with $10,000 each year to donate to charities of their choice. All philanthropic investments are made by the Investment Manager.

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 eight 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
$2.190
Pre-tax net tangible assets
$1.89
Annualised dividend yield
7.1%
Performance
(% p.a. since August 1999)
16.6%
Learn more

WAM Leaders Limited

ASX: WLE

Listed in May 2016

WAM Leaders provides investors with exposure to an active investment process focused on identifying large-cap companies with compelling fundamentals, a robust macroeconomic thematic and a catalyst. 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
$1.590
Pre-tax net tangible assets
$1.44
Fully franked
dividend yield
4.4%
Performance
(% p.a. since May 2016)
14.9%
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
$2.620
Pre-tax net tangible assets
$2.73
Annualised dividend yield
3.8%
Performance
(% p.a. since June 2018)
12.6%
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 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
$1.645
Pre-tax net tangible assets
$1.22
Annualised dividend yield
6.0%
Performance
(% p.a. since July 2010)
16.4%
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
$1.095
Pre-tax net tangible assets
$1.02
Annualised dividend yield
5.5%
Performance
(% p.a. since January 2008)
12.1%
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
$1.825
Pre-tax net tangible assets
$1.69
Annualised dividend yield
4.4%
Performance
(% p.a. since June 2017)
24.1%
Learn more

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

Share price
$0.985
Pre-tax net tangible assets
$1.17
Learn more

WAM Strategic Value Limited

ASX: WAR

Listed in June 2021

WAM Strategic Value became Wilson Asset Management’s eighth listed investment company in June 2021. WAM Strategic Value provides shareholders with exposure to Wilson Asset Management’s proven investment process focused on identifying and capitalising on share price discounts to underlying asset values of listed companies, primarily listed investment companies (LICs) and listed investment trusts (LITs) (commonly referred to as closed-end funds).

Snapshot

Share price
$1.275
Pre-tax net tangible assets
$1.27
Learn more

News and insights

Geoff Wilson’s WAM Global to lift dividend amid record profit

By David Rogers   The Geoff Wilson-chaired WAM Global will boost its dividend after ...
Read article

WAM Leaders Investment Update and Q&A

WAM Leaders Investment Update and Q&A WAM Leaders (ASX: WLE) marked its fifth anniversary ...
Read article

LIC legend Geoff Wilson ‘still playing the game’ as ETFs shine

By David Rogers  

Geoff Wilson sees a bright future for ...

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WAM Leaders in $241.2m raising

By Anthony Macdonald and Yolanda Redrup   Wilson Asset Management’s large cap ...
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Geoff Wilson’s WAR targets VGI Partners, Milton

By Richard Henderson   The latest listed investment company from Geoff Wilson has taken ...
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Geoff Wilson claims first victory in his new LIC WAR

By James Thomson     It was shortly after the crash in 1987 that Geoff Wilson ...
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Wilson bulks up with funds swoop

By Cliona O'Dowd  

Geoff Wilson’s WAM Global is ...

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WAM Global merges with Templeton rival in latest LIC shake-up

By Richard Henderson   A listed investment company run by Wilson Asset Management will ...
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Westpac abandons New Zealand demerger plans

By Valerina Changarathil & Joyce Moullakis  

Westpac’...

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Wilson Asset Management supports Girls Do The Maths 2021

The University of New South Wales (UNSW) runs an annual series of free workshops for female high ...
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Wilson’s WAR starts early with Magellan target

By William McInnes   Wilson Asset Management’s strategy to seek out listed investment ...
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Investors prepare to lose central bank support

William McInnes

Global equity investors are bracing for the start of a tapering cycle, as a return of inflation and ...
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