Wilson Asset Management

View the May 2019 Shareholder Presentations

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Latest share prices

  • WAM $2.4
  • WLE $1.2
  • WGB $2.2
  • WAX $1.5
  • WAA $1.0
  • WMI $1.4

May pre-tax net tangible assets

  • WAM Capital $1.83
  • WAM Leaders $1.22
  • WAM Global $2.23
  • WAM Research $1.19
  • WAM Active $1.02
  • WAM Microcap $1.31

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
$2.4
Pre-tax net tangible assets
$1.83
Annualised dividend yield
7.4%
Performance
(% p.a. since August 1999)
16.7%
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
$1.22
Annualised dividend yield
4.8%
Performance
(% p.a. since May 2016)
11.5%
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
$2.23
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
$1.19
Annualised dividend yield
7.2%
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
$1.0
Pre-tax net tangible assets
$1.02
Annualised dividend yield
5.8%
Performance
(% p.a. since January 2008)
12.0%
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
$1.31
Annualised dividend yield
3.6%
Performance
(% p.a. since June 2017)
18.1%
Learn more

News and insights

May 2019 Shareholder Presentation and slides

Shareholder Presentation Slides 
Read article

Experts’ picks: General Motors ‘way too cheap’ and Myer set to hit $1

US carmaker General Motors has been singled out by one Australian fund manager as a stock worth ...
Read article

Investor Geoff Wilson says franking credits, Bob Brown cost Labor the election

by Colin Kruger"You might have thought we were a bit extreme 6 months ago when we had the ...
Read article

Market valuations ‘ridiculous’, Wilson says

by Sarah TurnerVeteran fund manager and franking advocate Geoff Wilson says one of the longest ...
Read article

Geoff Wilson’s franking fight was personal

by ChanticleerGeoff Wilson is going to Canberra on Monday, and he’s probably going to get a ...
Read article

Labor misread franking revolt, says Wilson

by James ThomsonFund manager Geoff Wilson, who led a vocal campaign against Labor’s plan to ...
Read article

Geoff Wilson’s sigh of relief as policy is rejected

by David Rogers, Markets EditorGeoff Wilson is breathing a sigh of relief on the part of his ...
Read article

‘Two words, retiree tax’: The policy that helped Labor lose the election

by Eryk Bagshaw and Mathew DunckleyLabor is facing a rising internal revolt to dump its ...
Read article

Business is locking in a Labor win

by Chanticleer When Fortescue Metals Group joined Westpac Banking Corp in pulling forward dividends...
Read article

Geoff Wilson vows to continue franking fight

by James Thomson Fund manager Geoff Wilson has vowed to continue the fight against Labor’s ...
Read article

Wilson vows to push ahead after Blue Sky cancels talks

by Liam Walsh Investment veteran Geoff Wilson hopes to keep negotiating for oversight of a ...
Read article

The unloved retail stocks that could be a good buy

Since the equity market lows in December 2018, investors have chased offshore earnings to escape ...
Read article
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