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Wilson Asset Management

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Latest share prices

  • WAM $2.38
  • WLE $1.15
  • WGB $2.2
  • WAX $1.51
  • WAA $1.03
  • WMI $1.425

February pre-tax net tangible assets

  • WAM Capital $1.77
  • WAM Leaders $1.23
  • WAM Global $2.42
  • WAM Research $1.13
  • WAM Active $1.00
  • WAM Microcap $1.33

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
$2.38
Pre-tax net tangible assets
$1.77
Annualised dividend yield
7.4%
Performance
(% p.a. since August 1999)
16.3%
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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

Share price
$1.15
Pre-tax net tangible assets
$1.23
Annualised dividend yield
5.9%
Performance
(% p.a. since May 2016)
11.3%
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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

Share price
$2.2
Pre-tax net tangible assets
$2.42
Annualised dividend yield
2.9%
Performance
(% p.a. since June 2018)
8.4%
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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

Share price
$1.51
Pre-tax net tangible assets
$1.13
Annualised dividend yield
7.0%
Performance
(% p.a. since July 2010)
15.4%
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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

Share price
$1.03
Pre-tax net tangible assets
$1.00
Annualised dividend yield
5.9%
Performance
(% p.a. since January 2008)
11.6%
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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

Share price
$1.425
Pre-tax net tangible assets
$1.33
Annualised dividend yield
4.5%
Performance
(% p.a. since June 2017)
17.1%
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News and insights

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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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How the longest bull run in history ended in pandemic panic

By Tom Westbrook and Scott Murdoch   As a collapse in the oil price unleashed chaos in ...
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Will COVID-19 end the bull market?

By Geoff Wilson The coronavirus (COVID-19) represents the first test of the global market in ...
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Cut rates to help ‘fractured’ confidence

By James Thomson Jerome Powell calmed Wall Street on Friday night. Now it’s Philip Lowe’s ...
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How corporate Australia is tackling the mental health crisis

By Patrick Durkin   AIA’s Australian and New Zealand chief executive Damien Mu is ...
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CBA to muscle in on business banking

By James Frost   Commonwealth Bank of Australia is preparing to attack rivals for a ...
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Geoff Wilson backs LICs

By James Frost   Wilson Asset Management chairman Geoff Wilson has thrown down the ...
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Wilson Asset Management fund strengthens its cash reserves

By David Rogers  

A $1bn fund overseen by Geoff Wilson has ...

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Wilson Asset Management urges investors to keep virus contagion in perspective

By Melissa Yeo  

The outbreak of coronavirus and ensuing ...

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Geoff Wilson sees significant LIC opportunities

The Australian listed investment company (LIC) industry is almost 100 years old and has experienced ...
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